Kyle Tomlin Email & Phone Number
Advice and Wealth Management - High Net Worth Financial Advisor Manager @ Vanguard
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Kyle Tomlin Location
- Charlotte, NC, US
Kyle Tomlin Work
- Advice and Wealth Management - High Net Worth Financial Advisor Manager @ (June 2022 - Present)
- Financial Advisor Manager and Chief of Staff @ (February 2021 - June 2022)
- Brokerage Resolution Team Leader @ (September 2019 - February 2021)
- Process Health Liaison @ (February 2019 - September 2019)
- Brokerage Resolution Associate @ (March 2018 - January 2019)
- Investment Specialist @ (June 2017 - March 2018)
- Assistant Associate @ (June 2016 - August 2016)
Kyle Tomlin Education
- Drexel University's LeBow College of Business
Master of Business Administration - MBA (Finance)
2024-2026 - Hampden-Sydney College
Bachelor of Arts (B.A.) (Business & Economics)
2013-2017 - The University of Queensland
(Study Abroad)
2016-2016 - Charlotte Catholic High School 2009-2013
Kyle Tomlin Skills
- Event Planning
- Financial Modeling
- Microsoft Word
- Quantitative Research
- PowerPoint
- Social Media
- Microsoft Excel
- Customer Relations
- Problem Solving
- Lean Process Improvement
- Team Leadership
- Business Relationship Management
- Customer Service
- Financial Analysis
- Fundamental Analysis
- Industry Research
Kyle Tomlin Summary
- Kyle Tomlin, based in Charlotte, NC, US, is currently a Advice and Wealth Management - High Net Worth Financial Advisor Manager at Vanguard. Kyle Tomlin brings experience from previous roles at Vanguard. Kyle Tomlin holds a 2024 - 2026 Master of Business Administration - MBA in Finance @ Drexel University's LeBow College of Business. With a robust skill set that includes Event Planning, Financial Modeling, Microsoft Word, Quantitative Research, PowerPoint and more. Kyle Tomlin has 3 emails and 1 mobile phone numbers on RocketReach.
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