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
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
Vice President, Portfolio Manager
Oct 2020 — Present · Providence County, RI, US
Education
Sacred Heart University
Bachelor of Science (BS)
1999 — 2003
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