Kyle Muscarella
Senior Financial Analyst @Cibc Private Wealth Us
Houston, TX, US
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WORK HISTORY
May 2021 — Present
Senior Financial Analyst @Cibc Private Wealth Us
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Houston, TX, US
Oversee all equity trading for the Houston office with over $1.8B in AUM• Generate, update, and maintain client performance reporting via Microsoft Excel• Monitor client portfolios based on their personal risk tolerance and preferred asset class allocations
EDUCATION
2017 — 2021
The University of Alabama
Master of Science - MS, Corporate Finance
2017 — 2021
The University of Alabama
Bachelor of Science - BS, Finance & Economics
ABOUT KYLE MUSCARELLA
Senior Client Investment Analyst at CIBC Private Wealth in Houston, overseeing $2.5B+ in…
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