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 @ Pathstone
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2023 - 2025 Senior Associate @ Pathstone
2021 - 2023 Assistant Portfolio Manager @ Veritable, LP
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2020 - 2021 Client Representive Assoiciate @ Vanguard
2017 - 2020 Portfolio Manager @ Messiah College Investment Club
2019 - 2019 Management Associate Intern @ Toll Brothers
2018 - 2018 Analyst Intern @ LONSIN Capital Ltd
2018 - 2018 Congressional Intern @ U.S. House of Representatives

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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

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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 3 emails and 2 mobile phone numbers on RocketReach.

Kyle Whatley Emails

Found 3 emails

Kyle Whatley Phone Numbers

Found 4 phone numbers

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Kyle Whatley

Chief Financial Officer at Top Crop Collective

Ontario, OR, US
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- topcropor.com
- gmail.com
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Kyle Whatley

Client Manager at Pathstone

West Chester, PA, US
3
- gmail.com
- pathstone.com
- pathstone.org
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- +1 215-932-XXXX
- +1 215-579-XXXX
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Kyle Whatley

Political Director at Texans for Senator John Cornyn

Texas, United States
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- johncornyn.com

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San Francisco, CA, US
2
- gmail.com
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New York, NY, US
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