Kyle Whatley Email & Phone Number
Client Manager @ Pathstone
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Kyle Whatley Location
- West Chester, PA, US
Kyle Whatley Work
- 2025 -now Client Manager @
- 2023 -2025 Senior Associate @
- 2021 -2023 Assistant Portfolio Manager @
- 2020 -2021 Client Representive Assoiciate @
- 2017 -2020 Portfolio Manager @ Messiah College Investment Club
- 2019 -2019 Management Associate Intern @
- 2018 -2018 Analyst Intern @
- 2018 -2018 Congressional Intern @
Kyle Whatley Education
- Messiah University
Bachelor of Science - BS (Finance)
2016-2020 - Temple University Rome 2018-2018
- Council Rock North 2016 2012-2016
Kyle Whatley Skills
- Management
- Microsoft Excel
- Microsoft Office
- Investments
- Research
- Project Management
- Strategic Planning
- Sales
- Hedge Funds
- Equity Research
- Securities
- Trading
- Real Estate
- Project Managemnt
- Investment Banking
- Venture Capital
- Financial Analysis
- Financial Modeling
- Alternative Investments
- Asset Management
- Mergers & Acquisitions (M&A)
- Corporate Finance
- Microsoft Word
- Microsoft PowerPoint
- Bloomberg
- Leadership
- Public Speaking
- Customer Service
- Corporate Strategy Formulation
Kyle Whatley Summary
- Kyle Whatley, based in West Chester, PA, US, is currently a Client Manager at Pathstone. Kyle Whatley brings experience from previous roles at Pathstone, Veritable, LP, Vanguard and Messiah College Investment Club. Kyle Whatley holds a 2016 - 2020 Bachelor of Science - BS in Finance @ Messiah University. With a robust skill set that includes Management, Microsoft Excel, Microsoft Office, Investments, Research and more. Kyle Whatley has 2 emails and 2 mobile phone numbers on RocketReach.
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