Kyle Smith Email & Phone Number
Managing Partner and Financial Advisor @ CFS Wealth Advisors
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Kyle Smith Location
- Sacramento, CA, US
Kyle Smith Work
- Managing Partner and Financial Advisor @ (December 2023 - Present)
- Tax Manager and Portfolio Analyst @ (January 2022 - December 2023)
- Tax Accountant and Portfolio Analyst @ (January 2021 - December 2021)
- Tax Associate @ (January 2020 - December 2020)
- Graduate Assistant @ (August 2019 - January 2020)
- Tax Intern @ (January 2018 - April 2018)
- Accounting and Business Development Intern @ (May 2017 - October 2017)
- Property Manager @ Bear River Lodge (March 2016 - December 2016)
- Academic Vice President Secretary @ (January 2016 - April 2016)
- Emergency Medical Responder @ (March 2008 - June 2013)
Kyle Smith Education
- Idaho State University College of Business
Master of Taxation
- Brigham Young University - Idaho
Bachelor of Science - BS (Accounting)
Kyle Smith Skills
- Leadership
- ProSystem fx Tax
- Customer Relationship Management Crm
- CCH
- HubSpot
- Logistics
- Event Planning
- Team Leadership
- Discoverorg.Com
- Microsoft Office
- Microsoft Word
- EMR
- Microsoft Excel
- Marketing
- Employee Training
- Emergency Management
- QuickBooks
- Management
- Research
- People Oriented
- Accounts Payable
- Accounts Receivable
- CRM
- Analysis
- ProSystem fx Engagement
- Civil Engineering
- ArcGIS
- Traffic Engineering
- AutoCAD Civil 3D
- Synchro
- Geotechnical Engineering
- AutoCAD
- Transportation Engineering
- Structural Engineering
- Structural Analysis
- VISSIM
- MathCAD
- Earthquake Engineering
- Technical Writing
- Soil Mechanics
- Foundation Design
- Deep Foundations
- Seismosoft
- Traffic Simulation
- Surveying
- Inkscape
- Customer Relationship Management
Kyle Smith Summary
- Kyle Smith, based in Sacramento, CA, US, is currently a Managing Partner and Financial Advisor at CFS Wealth Advisors. Kyle Smith brings experience from previous roles at CFS Wealth Advisors, CLA (CliftonLarsonAllen) and Idaho State University. Kyle Smith holds a Master of Taxation @ Idaho State University College of Business. With a robust skill set that includes Leadership, ProSystem fx Tax, Customer Relationship Management Crm, CCH, HubSpot and more. Kyle Smith has 1 emails and 2 mobile phone numbers on RocketReach.
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