Kyle Schaeffer Email & Phone Number
Wealth Services Manager @ Krilogy
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Kyle Schaeffer Location
- United States
Kyle Schaeffer Work
- 2024 - now Wealth Services Manager @
- 2023 - 2024 Licensed Brokerage Service Representative @
- 2023 - 2023 Associate, Brokerage Service Representative @
- 2022 - 2023 Client Success Manager @
- 2020 - 2021 Project Manager @
- 2019 - 2020 Account Executive @
- 2016 - 2019 Financial Planner @
- 2016 - 2016 Business Development Representative @
- 2016 - 2016 Client Relationships Coordinator @
Kyle Schaeffer Education
- Maryville University of Saint Louis
Bachelor of Science (B.S.) (Finance and Financial Management Services)
Kyle Schaeffer Skills
- Microsoft Office
- Teamwork
- PowerPoint
- Research
- Marketing
- Training
- Customer Service
- Sales
Kyle Schaeffer Summary
- Kyle Schaeffer, based in United States, is currently a Wealth Services Manager at Krilogy. Kyle Schaeffer brings experience from previous roles at Charles Schwab, Sherwin-Williams and ACERTUS. Kyle Schaeffer holds a Bachelor of Science (B.S.) in Finance and Financial Management Services @ Maryville University of Saint Louis. With a robust skill set that includes Microsoft Office, Teamwork, PowerPoint, Research, Marketing and more. Kyle Schaeffer has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Krilogy Employees
Kevin Reynolds
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St. Louis, MO, US
Bill Pohrer
Partner and Senior Wealth Advisor
St. Louis, MO, US
Kent Skornia
Chief Executive Officer
St. Louis, MO, US
Brian Fernandez
President
St. Louis, MO, US
Deanna Kaber
Partner and Director of RIA Operations
Ballwin, MO, US
Nathan Holt
Partner
St. Louis, MO, US
Jeff Hercules
Senior Partner
St. Louis, MO, US
Joe Martinez
Managing Partner, Krilogy Texas
Dallas, TX, US
Steve Grigone
Senior Vice President - Wealth Advisor
St. Louis, MO, US
Karen Maurer
Partner and Senior Wealth Advisor
St. Louis, MO, US
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