Kyle Najarian
Vice President, Senior Relationship Manager at Fidelity Institutional Wealth Management Services
- Role
- Vice President, Senior Relationship Manager at Fidelity Investments
- Location
- San Clemente, CA, US
- LinkedIn followers
- 500 followers
About Kyle Najarian
When you come to a fork in the road, take it.” - Yogi BerraGrowing up in Rhode Island, I learned early the power of connections. I never imagined landing in the world of finance 20 years ago when a family friend made a recommendation, and I haven’t looked back. One of my first managers, told me \"the relationships you form today will influence the rest of your life.\" I never forgot that, and it has served as a personal and professional motto ever since. Those connections have led me from coast to coast in the US, to the islands of Hawaii, and back again.As a Senior Relationship Manager, I make new connections each day both within Fidelity and the RIA firms I consult. Everyone\'s story is unique and I enjoy hearing all the twists and turns that shaped their journey. I enjoy being a source of information on industry trends and best practices to assist our clients as they grow and thrive. Everyone has an exciting journey and discovering new stories is what gets me excited to tackle each day.Please drop me a line and I look forward to hearing your expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments.Links to third-party web sites may be shared on this page. Those sites are unaffiliated with Fidelity. Fidelity has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content.
Experience
Vice President, Senior Relationship Manager
Jul 2019 — Present · Orange County, CA, US
Within Fidelity Institutional, I work with Registered Investment Advisors in Orange County and greater Los Angeles.
Education
Arizona State University
Bachelor Of Arts, Communication
1996 — 2000
Skills
- Investments
- Portfolio Management
- Asset Allocation
- Mutual Funds
- Wealth Management
- Financial Planning
- Finance
- Etfs
- Asset Management
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