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Experienced Senior Vice President Investment with a demonstrated history of working in the financial services industry. Skilled in Banking, Securities, Asset Management, Management, and loans.
Comerica Securities
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Senior Vice President Investments - Senior Financial ConsultantComerica Securities Jan 1995 - PresentArlington, TexasKyle Appling is a Senior Vice President & Senior Financial Consultant for Comerica Wealth Management in Arlington, Texas. Kyle has worked for Comerica Wealth Management for the last twenty three years, and has assets under management of 200 million. Kyle has been recognized as a Five Star Professional Wealth Manager by Texas Monthly magazine, provides comprehensive wealth management services to affluent individuals, executives and small-business owners that allow them to meet their financial objectives. Through extensive client interviews, Kyle has found his clients’ top six concerns to be investment consulting, wealth transfer, wealth enhancement, wealth protection, wealth giving and tax mitigation. Kyle has carefully selected an expert team of high-level financial professionals to evaluate all aspects of your financial situation and devise appropriate solutions.
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Vice PresidentBanc One Securities Jun 1992 - Jan 1995Denton, TexasI managed a three-branch region for Banc One Securities. Trained staff on identifying qualified referrals, investment products, and business development. Primarily worked with existing Bankone clients in analyzing client’s investment tolerances, developing asset allocation, implementing investment strategy, and ongoing investment management monitoring. Other investment services provided were estate planning, insurance services, and private banking.
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Financial ConsultantMerrill Lynch May 1989 - Jun 1992Dallas, Texas - San Jacinto OfficeI started with Merrill Lynch at the Dallas - San Jacinto office. Primary responsibilities centered around client acquistion, Client risk analysis, asset allocation, implementing investment strategies, and investment monitoring, private banking, and estate planning. -
Bank ManagerFirst Gibraltar Savings Association Feb 1986 - May 1989Dallas, Texas - Oak Cliff OfficeI was hired as a Bank Manager to supervise operations and sales for the company's largest branch office, with 180 million in deposits (Oak Cliff Dallas, Texas). I Hired, trained, and supervised staff of more than 25 sales and customer service professionals. Consistently achieved or exceeded all customer service and productivity goals. Launched highly successful securities/annuity sales program, and recongnized as series 6 top producer.
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Bank Teller SupervisorTexas Commerce Bank 1984 - 1986Fort Worth, TexasI started with Texas Commerce Bank in 1984 at the Hurst, Texas location. I was hired to supervise lobby and drive thru tellers with a staff of twelve to fifteen tellers. My supervisory responsibilities included performance monitoring, training procedures, sales goals, and increase customer service satisfaction levels.
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Vault TellerTexas American Bank Jul 1979 - 1984Fort Worth, TexasI was first hired as a mail teller at Riverside State Bank in July of 1979. After three months, I was promoted to vault teller and responsible for distribution of all cash/coin to commercial/retail tellers. Total cash responsibility of vault teller was four to five million dollars. Other responsibilities included working commercial deposit bags, taking in commercial customer’s loose coin, determining cash needs of tellers weekly, working retail/commercial teller window, and shipping excess cash through armored carrier to corresponding bank.
Kyle Appling Skills
Kyle Appling Education Details
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Banking & Finance -
Business Administration And Management, General
Frequently Asked Questions about Kyle Appling
What company does Kyle Appling work for?
Kyle Appling works for Comerica Securities
What is Kyle Appling's role at the current company?
Kyle Appling's current role is Senior Vice President/ Investments - Sr. Financial Consultant Comerica Financial Advisors.
What is Kyle Appling's email address?
Kyle Appling's email address is ka****@****ica.com
What is Kyle Appling's direct phone number?
Kyle Appling's direct phone number is +121446*****
What schools did Kyle Appling attend?
Kyle Appling attended University Of North Texas, Tarrant County College.
What are some of Kyle Appling's interests?
Kyle Appling has interest in Working Out, Jet Skiing, Personal Development, World War Ii History, Children, Gymnastics, Tactical Handgun Shooting, Environment, Human Rights, Movies.
What skills is Kyle Appling known for?
Kyle Appling has skills like Wealth Management, Portfolio Management, Investments, Banking, Finance, Asset Allocation, Financial Analysis, Wealth Management Services, Securities, Retail Banking, Management, Wealth.
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