Kyle Donovan Email & Phone Number

Boston, Massachusetts, United States

Boston, Massachusetts, United States

New York, New York, United States

New York, New York, United States

New York, New York

Woburn, MA

• Responsibilities included providing support in all aspects of client facing interactions including training, implementation, product support, and relationship management during period of rapid expansion.
• Liaised directly with financial advisor customer base to understand underlying issues and needs; analyze, troubleshoot, triage, and document findings during data aggregation, implementation, and reconciliation processes
• Partnered with product development to enhance current systems and drive product expansion into new markets
• Managed existing client relationships while proactively identifying and pursuing growth opportunities to ensure clients receive maximum utility from ByAllAccounts product suite

Newark, DE

• Served as primary point of contact for all financing, investment, and account servicing needs of Private Wealth Management client base with over 1.5 billion in assets under management
• Established and maintained client relationships; identified cross-sell opportunities to generate leads for Bankers and Capital Advisors
• Interfaced with clients to facilitate account and product inquires, maintenance requests, and transactions including credit draw downs/pay downs, money movement, DTC security transfers, restricted/physical stock.
• Excelled in a fast paced, team-oriented environment; demonstrated excellent communication skills with front, middle, and back-office teams to provide exceptional service to clients

Worcester, MA

• Analyzed and evaluated health care claims to signify problematic trends within major corporations
• Implemented and revised multiple wellness programs which resulted in the reduction of increasing healthcare costs across various companies
• Interpreted the success and return on investment of company executed wellness programs through extensive data analysis

Boston, MA

• Assistant to Senior Vice President and associates for a Top Ten revenue producing team
• Modeled and generated performance data for financial advisors, providing added information and value regarding investment decisions
• Updated earnings and cost basis for over 130 client accounts, prepared reports and presentations for the evaluation of client portfolios

Concord, Massachusetts

• Strategized, examined, and maintained database of prospective sponsors, donors, and leads.
• Conceptualized and developed promotional materials which resulted in the acquisition of new sponsors, donors, and funds.
• Represented the Arnold Palmer Golf Management Association in the coordination and event management of the professional golf tournament which raised over a million dollars for charity.
• Serves as key liaison to internal and external partners in planning and implementing the Charitable Golf Tournament and Charities initiatives.

Bs, Finance

Education record