Kyle Casserino
Vice President, Charitable Planning Consultant at Fidelity Charitable
- Role
- Vice President, Charitable Planning Consultant at Fidelity Charitable
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Kyle Casserino
Since coming to Fidelity Charitable, I have been working with professional advisors on simplifying their clients’ philanthropy and growing their practice.Fidelity Charitable® is the leading donor-advised fund sponsor in the country with a simple mission—to grow the American tradition of philanthropy. We have helped donors support more than nonprofit organizations with nearly $118 billion in grants.Charitable planning is a critical part of any professional advisors practice. Email or call me to discuss how Fidelity Charitable can help bring charitable solutions to your clients and differentiate your firm.
Experience
Vice President, Charitable Planning Consultant
Apr 2019 — Present · Boston, MA, US
Education
Roger Williams University
Bachelor's degree, Accounting and Finance
2010 — 2013
Skills
- Management
- Philanthropy
- Financial Analysis
- Asset Allocation
- Mutual Funds
- Fundamental Analysis
- Economic Research
- Public Speaking
- Financial Markets
- Investment Strategies
- Finance
- Portfolio Management
- Leadership
- Financial Modeling
- Portfolio Development
- Investment Portfolio
- Investments
- Technical Analysis
- Behavior Analysis
- Customer Service
- Bloomberg Terminal
- Microsoft Word
- Investment Selection
- Financial Services
- Portfolio Managers
- Microsoft Excel
- Etfs
- International Accounting Standards
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