Kyle Mcdonough, Mba Email & Phone Number
@truelinkfinancial.com
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Who is Kyle Mcdonough, Mba? Overview
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Kyle Mcdonough, Mba is listed as Senior Account Executive at True Link, a with 100 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at truelinkfinancial.com and a matched LinkedIn profile for Kyle Mcdonough, Mba.
Kyle Mcdonough, Mba previously worked as Account Executive at Smartasset and Sales Team Lead at Pex. Kyle Mcdonough, Mba holds Master Of Business Administration (M.B.A.), Finance from Mount St. Mary'S University.
Email format at True Link
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AeroLeads found 1 current-domain work email signal for Kyle Mcdonough, Mba. Compare company email patterns before reaching out.
About Kyle Mcdonough, Mba
As a results-driven sales leader with over 10 years of experience in the financial services industry, I’ve developed a passion for building long-term client relationships that drive mutual success. My career has been built on surpassing sales targets, leading high-performing teams, and driving significant revenue growth. Whether it’s acquiring new clients, nurturing key partnerships, or developing strategies to optimize CRM systems, I’ve consistently delivered measurable results.Now, I’m looking to take my experience in sales, leadership, and prospecting to transition into an Account Management or post-sales role. My focus is on deepening client relationships, identifying opportunities for upselling, and generating referrals that support sustainable growth for both my clients and my organization. I thrive in roles where I can serve as a trusted advisor, ensuring that clients achieve ongoing success while maximizing the value of the services and solutions they’ve invested in.
Kyle Mcdonough, Mba's current company
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Kyle Mcdonough, Mba work experience
A career timeline built from the work history available for this profile.
Account Executive
Current
Sales Team Lead
- Promoted from Account Executive to Sales Team Lead in January of '22 after two years of consistently surpassing sales targets and exceeding quota.- Running the full cycle sales process from initial lead to booked customer.- Completed overhaul of prospecting sequences and reports within Outreach and Salesforce to improve efficiency and success.
Account Executive
- Performed initial contact with potential clients and uncovered opportunities to implement products in their spend management process.- Helped identify opportunities to grow and upsell existing accounts through deep diving on discovery calls that led to hundreds of new clients and Ambassador partners
Relationship Banker
- Managed 800 client households and their investments. - Conducted at least 20 new and existing client meetings per day, delivering excellent customer service.
Financial Advisor
- Built my own book of business leveraging the company's insurance and investment platform. - Established and sustained 105 client relationships while leveraging financial planning software and proprietary insurance vehicles.- Top 1st year advisor in the Park Avenue (NYC) office in 2017.
Financial Representative
Financial Services Team Associate
- Called 75-100 existing clients daily to set up review of their current insurance and financial plan.- Partnered with Senior Advisors on 5 client meetings per week.
Graduate Assistant
Colleagues at True Link
Other employees you can reach at truelinkfinancial.com. View company contacts for 100 employees →
Kelvin W.
Colleague at True LinkSan Francisco Bay Area, United States
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Suni Beckn
Colleague at True LinkDubai, United Arab Emirates
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Cory Sorells
Colleague at True LinkTempe, Arizona, United States
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BM
Becky Minaglia, Ctfa
Colleague at True LinkGreater Seattle Area, United States
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Jason Saven
Colleague at True LinkSan Francisco, California, United States
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Tom Zammar
Colleague at True LinkKansas City Metropolitan Area, United States
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Owen Bifareti
Colleague at True LinkWashington Dc-Baltimore Area, United States
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Marta Engelbrecht
Colleague at True LinkSan Francisco, California, United States
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Nicole Sager
Colleague at True LinkMiami, Florida, United States
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Aj Sagar
Colleague at True LinkWest Palm Beach, Florida, United States
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Kyle Mcdonough, Mba education
Master Of Business Administration (M.B.A.), Finance
Bachelor Of Science In Business, Sport Management
Education record
Frequently asked questions about Kyle Mcdonough, Mba
Quick answers generated from the profile data available on this page.
What company does Kyle Mcdonough, Mba work for?
Kyle Mcdonough, Mba works for True Link.
What is Kyle Mcdonough, Mba's role at True Link?
Kyle Mcdonough, Mba is listed as Senior Account Executive at True Link.
What is Kyle Mcdonough, Mba's email address?
AeroLeads has found 1 work email signal at @truelinkfinancial.com for Kyle Mcdonough, Mba at True Link.
Where is Kyle Mcdonough, Mba based?
Kyle Mcdonough, Mba is based in New York City Metropolitan Area, United States while working with True Link.
What companies has Kyle Mcdonough, Mba worked for?
Kyle Mcdonough, Mba has worked for True Link, Smartasset, Pex, Jpmorgan Chase & Co., and Northwestern Mutual.
Who are Kyle Mcdonough, Mba's colleagues at True Link?
Kyle Mcdonough, Mba's colleagues at True Link include Kelvin W., Suni Beckn, Cory Sorells, Becky Minaglia, Ctfa, and Jason Saven.
How can I contact Kyle Mcdonough, Mba?
You can use AeroLeads to view verified contact signals for Kyle Mcdonough, Mba at True Link, including work email, phone, and LinkedIn data when available.
What schools did Kyle Mcdonough, Mba attend?
Kyle Mcdonough, Mba holds Master Of Business Administration (M.B.A.), Finance from Mount St. Mary'S University.
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