Kyle Winder Email & Phone Number
President | Chief Executive Officer @ Flight Plan Benefits
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Kyle Winder Location
- Raleigh, NC, US
Kyle Winder Work
- 2022 -now President | Certified Exit Planning Advisor® | Certified Value Builder™ @
- 2019 -now President | Chief Executive Officer @
- 2014 -now President | Investment Advisor Representative | Retirement Income Certified Professional® @ Flight Plan Financial
- 2024 -now Investment Advisor Representative @
- 2014 -2024 Investment Advisor Representative @
- 2014 -2020 Chairman of the Board @
- 2012 -2013 Managing Director (Trust and Investment Management) @
- 2011 -2012 Trust Operations Officer @
- 2007 -2011 President @
- 1999 -2007 Captain. C-130 Instructor Pilot. Training Officer. Executive Officer. Tactics Officer. @
Kyle Winder Education
- Campbell University 2010-2011
- Middlebury College 1991-1995
- University of Glasgow 1993-1994
Kyle Winder Skills
- Business Valuation
- Succession Planning
- Business Coaching
- Business Process Improvement
- Employee Benefits Design
- Compensation & Benefits
- Executive Compensation Planning
- Managed Services
- Exit Strategies
- Series 66 & 7 Registrations
- Financial Needs Analysis
- Informal Business Valuation
- Pension Plans
- Retirement Planning
- Deferred Compensation Plans
- Estate Planning Strategies
- Life Insurance
- Disability Income Insurance
- Mutual Funds
- Buy-Sell Agreements
- Buy-Sell Review
- Executive Benefits Strategies
- Executive Bonus Plans
- Income Protection
- Business Continuation Strategies
- Business Overhead Expense
- Retirement Plans
- Split Dollar Plans
- Wealth Accumulation Strategies
- Key Person Insurance
- Long-Term Care Insurance
- Annuities (Variable & Fixed)
- 401 (k), 403 (b), SEP & Simple IRAs
- Tax-Deferred Savings
- Traditional IRA
- IRAs
- ROTH IRAs
- College Funding Strategies
- Charitable Giving
- Supplemental Retirement Income
- Salary Continuation
- Dental Insurance
- Survivor Income
- Asset Allocation Analysis
- Wealth Accumulation
- Long Term Care Insurance
- Buy Sell Review
- 401 K
- Annuities Variable and Fixed
- Aircraft
- Wellness Programs
- Sales
- Investments
- Whole Life Insurance
- Buy Sell Agreements
- Term Life Insurance
- Customer Service
- Tax Deferred Savings
- Financial Analysis
- Roth IRA
- Universal Life Insurance
- Public Speaking
- Series 66 and 7 Registrations
- Estate Planning
- Asset Allocation
- Strategic Planning
- Sep and Simple Iras
- 403 b
- Annuities
Kyle Winder Summary
- Kyle Winder, based in Raleigh, NC, US, is currently a President | Chief Executive Officer at Flight Plan Benefits. Kyle Winder brings experience from previous roles at Flight Plan Strategies, Flight Plan Financial, Cambridge Investment Research, Inc. and Principal Financial Group. Kyle Winder holds a 2010 - 2011 Campbell University. With a robust skill set that includes Business Valuation, Succession Planning, Business Coaching, Business Process Improvement, Employee Benefits Design and more. Kyle Winder has 3 emails and 2 mobile phone numbers on RocketReach.
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