Kyle Wildemore
Financial Services Executive with a track record of success in Retirement Planning, Investment Consulting, Leadership, High-Net-Worth (HNW) wealth strategies, Institutional Trust, and Sales Growth.
- Role
- Manager, Retirement Plan Specialist at Hornor, Townsend & Kent
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kyle Wildemore
Results-driven financial services executive with deep experience in retirement plan…
Experience
Manager, Retirement Plan Specialist
Jan 2025 — Present · Philadelphia, PA, US
Education
University of Lynchburg
Business Management, Finance
1999 — 2003
Skills
- Finance
- Corporate Finance
- Credit Analysis
- Accounting
- Talent Acquisition
- Credit
- Financial Modeling
- Financial Risk
- Valuation
- Asset Management
- Financial Reporting
- Capital Markets
- Series 7
- Options
- Uniform Combined State Law
- Business Development
- Due Diligence
- Investor Relations
- Financial Institutions
- Sec Reporting
- Portfolio Management
- Mergers
- Financial Services
- Investments
- Derivatives
- Financial Analysis
- Banking
- Mutual Funds
- Financial Markets
- Equities
- Trading
- Investment Banking
- Venture Capital
- Securities
- Bloomberg
- Private Equity
- Analysis
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