Kyle Soucy
Managing Director at DelMorgan & Co. | CERTIFIED FINANCIAL PLANNER™ Professional at Onitus Capital, LLC
- Role
- Managing Director at Delmorgan & Co
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Kyle Soucy
Private Equity/Debt Raises of $10 Private Equity/Debt Raises $20 Restructuring & IPO the past several years, I’ve helped financial advisors grow their client base by helping them market and strategize financial plans for their clients. Now, I’m helping my clients do the same by providing top of the line service by introducing them to best practices and strategies that I’ve learned from working with 500+ financial advisors throughout my career. I specialize in:1. Employee Benefits i.e. medical, dental, vision, 401(k)2. Financial Planning 3. Private Equity/Venture Capital4. Tax-Efficient Investments5. Asset Management
Experience
Managing Director
Apr 2022 — Present · Santa Monica, CA, US
Global Investment Bank with $300 billion+ in successfully completed transactions.$10 million+ Private Equity/Debt Raises$20 million+ Commercial Real Estate Private Equity/Debt RaisesSpecialize in- Capital Raising- M&A Acquisitions & Divestures- Shareholder Relations/Hostile Defense/Unsolicited Takeovers- Strategic Financial Advise & Restructuring- Special Committee Advisor- Fairness/Valuations Opinions
Education
University of Connecticut
Bachelor's Degree, Economics
2011 — 2015
College for Financial Planning
Financial Planning and Services
2020 — 2023
Skills
- Financial Services
- Mutual Funds
- Zephyr
- Salespage Crm
- Investments
- Morningstar
- Time Management
- Discovery Data
- Sugar Crm
- Investment Advisory Services
- Powerpoint
- Microsoft Excel
- Public Speaking
- Microsoft Word
- Leadership
- Salesforce.com
- Wealth Management
- Portfolio Management
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