Sarah Kyle Email & Phone Number
Senior Wealth Manager @ Annex Wealth Management
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Sarah Kyle Location
- United States
Sarah Kyle Work
- Senior Wealth Manager @ (March 2022 - Present)
- Director of Equity Trading @ NL Investments (July 2020 - April 2022)
- Director, Private Wealth Advisor @ (June 2019 - August 2020)
- Wealth Management Advisor @ (February 2017 - June 2019)
- President @ Woodfield Trading Partners (September 2008 - January 2017)
- Director, Institutional Equity Trading @ (April 1995 - August 2008)
Sarah Kyle Education
- Marquette University
BBA in Finance
- University of Colorado Boulder
Sarah Kyle Skills
- Investment Management
- Asset Management
- Portfolio Management
- Business Relationship Management
- Customer Service
- Leadership
- Mutual Funds
- Investment Advisory
- Retirement Planning
- Investments
- Marketing
- Equity Trading
- Wealth Management
- High Net Worth Individuals
- Equities
- Sales
- Financial Services
- Trading
- Strategic Planning
- Financial Planning
- Financial Advisory
- Business Planning
- Bloomberg
Sarah Kyle Summary
- Sarah Kyle, based in United States, is currently a Senior Wealth Manager at Annex Wealth Management. Sarah Kyle brings experience from previous roles at NL Investments, BMO Wealth Management - U.S., TIAA and Woodfield Trading Partners. Sarah Kyle holds a BBA in Finance @ Marquette University. With a robust skill set that includes Investment Management, Asset Management, Portfolio Management, Business Relationship Management, Customer Service and more. Sarah Kyle has 4 emails and 3 mobile phone numbers on RocketReach.
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Top Annex Wealth Management Employees
Brian Melter
Senior Director, Head of Client Experience
Milwaukee, WI, US
Dave Spano
Chief Executive Officer
Elm Grove, WI, US
Benjamin Johnson
Associate Wealth Manager
Appleton, WI, US
Mark Beck
Chief Growth Officer
Brookfield, WI, US
Deanne Phillips
Managing Director of Client and Community Engagement
Milwaukee, WI, US
Amy Kiiskila
Director of Wealth Strategy
Milwaukee, WI, US
Andrew Eichel
Wealth Manager
Milwaukee, WI, US
Brian Lamborne
Senior Wealth Strategist
Milwaukee, WI, US
Naomi Ackley
Chief Compliance Officer
Waukesha, WI, US
Trista Hribar
IT Systems Manager
Milwaukee, WI, US
Brian Bartholomew
Director of Integration
Madison, WI, US
Aleksandar Sesum
Director of Information Technology
Milwaukee, WI, US
Jackie Sklenar
Director of Client Engagement
Pewaukee, WI, US
Jim Blahnik
Director of IT
Milwaukee, WI, US
Austin Grandinetti
Wealth Manager
Milwaukee, WI, US
Ondine Wallinger
Director of Human Resources
New Berlin, WI, US
Anthony Parkhill
Manager of Wealth Team Development
Milwaukee, WI, US
Eric Strom
Director of Financial Planning
Milwaukee, WI, US
Marilou Davido
Senior Wealth Manager
Milwaukee, WI, US
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