Kyle Bergstrom

VP – Senior Wealth Consultant | Schwab Private Wealth Services

Role: VP Senior Wealth Consultant Schwab Private Wealth Services at Charles Schwab
Location: Newport Beach, CA, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Kyle Bergstrom

As a Schwab Sr. Wealth Consultant it’s my job to help you create a better financial life.…

Experience

VP Senior Wealth Consultant Schwab Private Wealth Services
Charles Schwab
Sep 2024 — Present

Education

Biola University
Bachelor of Business Administration (B.B.A.)
2010 — 2014

Skills

Leadership
Facebook
Social Media
Teamwork
Microsoft Word
Financial Statements
Public Speaking
Photoshop
Auditing
Microsoft Office
Access
Quickbooks
Social Media Marketing
Powerpoint
Microsoft Excel
Nonprofits
Event Planning
Customer Service
Social Networking
Management
Team Building
Accounting
Research
Finance

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