Kyle Wilhelm Email & Phone Number
Operations Manager @ Switchpoint Financial Planning LLC
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Kyle Wilhelm Location
- Kaysville, UT, US
Kyle Wilhelm Work
- Operations Manager @ (September 2021 - Present)
- Operations Manager @ (November 2020 - August 2021)
- Director Of Operations @ (January 2018 - November 2020)
- Chief Compliance Officer @ (January 2018 - November 2020)
- Financial Planning, Operations, and Investment Analyst @ (April 2015 - December 2017)
- Analyst @ Knox Capital Group (August 2012 - April 2015)
- Transition Coordinator @ Platinum Wealth Management Group (April 2012 - August 2012)
- Boat Builder @ North American Sailing Center (August 2009 - April 2012)
Kyle Wilhelm Education
- Western Michigan University
Bachelor of Business Administration (Finance)
2006-2010 - L'Anse Creuse High School North 2006
Kyle Wilhelm Skills
- Microsoft Excel
- Portfolio Management
- Microsoft Word
- Project Management
- Boat Building
- Valuation
- Case Management
- Inventory Management
- Marketing Communications
- Life Insurance
- Finance
- Investments
- Mutual Funds
- Financial Analysis
- Financial Planning
Kyle Wilhelm Summary
- Kyle Wilhelm, based in Kaysville, UT, US, is currently a Operations Manager at Switchpoint Financial Planning LLC. Kyle Wilhelm brings experience from previous roles at Integris Wealth Management and Rock House Financial. Kyle Wilhelm holds a 2006 - 2010 Bachelor of Business Administration in Finance @ Western Michigan University. With a robust skill set that includes Microsoft Excel, Portfolio Management, Microsoft Word, Project Management, Boat Building and more. Kyle Wilhelm has 1 emails and 2 mobile phone numbers on RocketReach.
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