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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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