Certified Financial Planner (CFP) (Financial Planning and Services)
2015 - 2021
Florida Gulf Coast University
Master of Business Administration (M.B.A.) (Finance, General)
2012 - 2015
Edison Community College
Bachelor of Applied Science (B.A.Sc.) (Supervision and Management)
2010 - 2012
Edison Community College
Associate of Arts (AA) (General Studies)
2006 - 2010
Kyle Terzak's Skills
Marketing
Effective Communicator
Microsoft Office
Operations Management
Strategic Financial Planning
Project Management
Team Building
Customer Service
Telephone Skills
Accounting
Kyle Terzak's Summary
Kyle Terzak, based in Naples, FL, US, is currently a Financial Advisor at Edward Jones Investment Co, bringing experience from previous roles at Northwestern Mutual and Publix Supermarkets. Kyle Terzak holds a 2015 - 2021 Certified Financial Planner (CFP) in Financial Planning and Services @ The American College. With a robust skill set that includes Marketing, Effective Communicator, Microsoft Office, Operations Management, Strategic Financial Planning and more, Kyle Terzak contributes valuable insights to the industry. Kyle Terzak has 3 emails and 1 mobile phone number on RocketReach.