Kyle M.

Vice President, Portfolio Manager at The Washington Trust Company

Role
Vice President, Portfolio Manager at Citizens Private Wealth
Location
Providence, RI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Kyle M.

Experienced Financial Services professional/Vice President with a demonstrated history of working in the Investment Management industry. Skilled in Fiduciary Investing, Portfolio Management, Asset Allocation, Relationship Management, & Client Service. Current focus and expertise in managing Trust Accounts in a Fiduciary capacity. Strong finance professional with a Bachelor of Science (BS) focused in Business Administration and Management, General from Sacred Heart University.

Experience

  1. Vice President, Portfolio Manager

    Citizens Private Wealth

    Oct 2020 — Present · Providence County, RI, US

Education

  • Sacred Heart University

    Bachelor of Science (BS)

    1999 — 2003

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Kyle M. — Vice President, Portfolio Manager at Citizens Private Wealth in Providence, RI, US | Unifers