Kyle Maylish
Wealth Advisor
- Role
- Citizens Wealth Management at Citizens
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Kyle Maylish
Experienced financial professional skilled in vast financial services responsible for allocating investments into various stock options/strategies and yield investment operations for management firms including: portfolio management, trade administration and settlement, investment accounting, reconciliation, performance measurement, and end-client reportingProficient in: Bloomberg Terminal, SQL, Factset, Salesforce, OnBase, Kronos, QuickBooks, Microsoft Money, Microsoft Excel, Microsoft PowerPoint, and SPSS Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A.(“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc.(“CSI”), a broker-dealer (Member FINRA and SIPC) and SEC registered investment adviser. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser. CSI and CFA are affiliates of Citizens. Banking products and trust services offered by Citizens Bank, N.A. Investment, Insurance, and Non‑deposit Trust products are: •NOT A DEPOSIT * NOT FDIC INSURED * NOT GUARANTEED BY THE BANK * NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY * MAY LOSE VALUE
Experience
Citizens Wealth Management
Oct 2025 — Present · Philadelphia, PA, US
Education
Penn State University
Minor, Business, Management, Marketing, and Related Support Services
Penn State University
Bachelor's degree, Economics
Cardinal O'Hara High School (Springfield, PA)
High School Diploma
Penn State University
Minor, Entrepreneurship/Entrepreneurial Studies
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