Kyle Schaeffer Email & Phone Number
Wealth Services Manager @ Krilogy
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Kyle Schaeffer Location
- United States
Kyle Schaeffer Work
- Wealth Services Manager @ (May 2024 - Present)
- Licensed Brokerage Service Representative @ (July 2023 - May 2024)
- Associate, Brokerage Service Representative @ (March 2023 - July 2023)
- Client Success Manager @ (January 2022 - March 2023)
- Project Manager @ (March 2020 - December 2021)
- Account Executive @ (December 2019 - March 2020)
- Financial Planner @ (September 2016 - November 2019)
- Business Development Representative @ (May 2016 - December 2016)
- Client Relationships Coordinator @ (January 2016 - April 2016)
Kyle Schaeffer Education
- Maryville University of Saint Louis
Bachelor of Science (B.S.) (Finance and Financial Management Services)
2016
Kyle Schaeffer Skills
- Account Management
- Analytical Skills
- Analytics
- Attention to Detail
- Business Development
- Business Relationship Management
- Client Relations
- Client Services
- Cold Calling
- Communication
- Constructive Feedback
- Consultative Selling
- Creative Problem Solving
- Creative Strategy
- Cross-functional Team Leadership
- Customer Experience
- Customer Relationship Management (CRM)
- Customer Service
- Easily Adaptable
- Financial Analysis
- Financial Planning
- Forecasting
- Insurance
- Investment Analysis
- Investment Strategies
- Lead Qualification
- Marketing
- Mentoring
- Microsoft Office
- Negotiation
- Organization Skills
- Persistence
- PowerPoint
- Pricing Strategy
- Problem Solving
- Project Management
- Relationship Building
- Relationship Development
- Research
- Retail
- Retirement Planning
- Sales
- Sales Presentations
- Sales Prospecting
- Subject Matter Experts
- Tax Planning
- Teamwork
- Training
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 Account Management, Analytical Skills, Analytics, Attention to Detail, Business Development and more. Kyle Schaeffer has 1 emails and 1 mobile phone numbers on RocketReach.
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