Kyle Tomlin
- Role
- High Net Worth Financial Advisor Manager at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kyle Tomlin
Kyle Tomlin was born and raised in Charlotte, North Carolina and holds a Bachelor of Arts…
Experience
High Net Worth Financial Advisor Manager
Jun 2022 — Present
Leads a team of 11 CFP Financial Advisors, working with clients with investable assets ranging from $500k -$5M, totaling $2B+ AUM
Skills
- Microsoft Word
- Customer Service
- Financial Modeling
- Fundamental Analysis
- Financial Analysis
- Quantitative Research
- Event Planning
- Industry Research
- Customer Relations
- Powerpoint
- Microsoft Excel
- Social Media
- Team Leadership
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