Kyle Josephson

Kyle Josephson Email and Phone Number

Associate Director - Intermediary Services at Artisan Partners @ Artisan Partners
milwaukee, wisconsin, united states
Kyle Josephson's Location
Atlanta, Georgia, United States, United States
Kyle Josephson's Contact Details

Kyle Josephson work email

Kyle Josephson personal email

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About Kyle Josephson

As an Associate Director, I bring over 4 years of experience in the asset management industry. My passion lies in helping clients achieve their financial goals and providing them with tailored investment strategies. I thrive on building strong relationships with advisors and collaborating with them to develop solutions for their clients. With a deep understanding of capital market trends and strategies, I strive to deliver exceptional service and support to ensure client satisfaction.

Kyle Josephson's Current Company Details
Artisan Partners

Artisan Partners

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Associate Director - Intermediary Services at Artisan Partners
milwaukee, wisconsin, united states
Website:
artisanpartners.com
Employees:
471
Kyle Josephson Work Experience Details
  • Artisan Partners
    Associate Director - Intermediary Services
    Artisan Partners Mar 2024 - Present
    Atlanta, Georgia, United States
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  • Invesco Us
    Regional Advisor Consultant
    Invesco Us Jul 2021 - Feb 2024
    Atlanta, Georgia, United States
    Built relationships and delivered consultative investment advice to Financial Advisors in the Bank and Independent Broker Dealer channels located in New York City Metro. Represented all product sets including mutual funds, ETFs, separately managed accounts (SMAs), private markets, models, and unit investment trusts (UITs).
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  • Invesco Us
    Division Associate
    Invesco Us Mar 2020 - Jul 2021
    Atlanta, Georgia, United States
    Covered inbound lines across all Financial Advisor channels consulting capital market insights, financial services best practices, and Invesco retail products. Generalist product coverage of mutual funds, ETFs, separately managed accounts (SMAs), unit investment trust (UITs), retirement accounts, and 529s. Created and analyzed reports such as Morningstar, Zephyr, Y-Charts, and FI360.
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  • Definitive Detail
    Owner
    Definitive Detail Dec 2017 - Mar 2020
    Lakewood Ranch, Fl
    Custom auto-detailing business that I developed, marketed, and cultivated. My goal of the business was to engage with people around my community to grow a network, while also providing a premier detailing service. I had responsibilities of staying organized with my utilities, excellent time management, follow up communication, and to deliver satisfaction to the customers.
  • Wilson Daniels
    Finance Intern
    Wilson Daniels Jul 2019 - Aug 2019
    New York, New York
    This paid internship in New York City was with Wilson Daniels LLC Wine Wholesaler and Importer. Working in Finance and Operations, my task included creating, organizing, and forecasting annual and quarterly budget sheets. Other task included working with account receivables to process, code, and manage incoming and past due invoices. I also took on the role to research customer account payable information to organize and update the master file for the company.
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Kyle Josephson Skills

Leadership Presentation Skills Team Building Social Media Public Speaking Creativity Skills Salesforce Sales Microsoft Powerpoint Teaching Start Ups Data Analysis Volunteering Communication Finance Team Leadership Zephyr Morningstar Facebook Microsoft Office Microsoft Word Bloomberg Terminal Microsoft Excel Interpersonal Communication Time Management Customer Service Financial Analysis Social Media Marketing Decision Making Team Motivation Teamwork Analytical Skills Prioritize Workload Research Written Communication Presentations Organization Skills Instagram

Kyle Josephson Education Details

Frequently Asked Questions about Kyle Josephson

What company does Kyle Josephson work for?

Kyle Josephson works for Artisan Partners

What is Kyle Josephson's role at the current company?

Kyle Josephson's current role is Associate Director - Intermediary Services at Artisan Partners.

What is Kyle Josephson's email address?

Kyle Josephson's email address is ky****@****sco.com

What schools did Kyle Josephson attend?

Kyle Josephson attended University Of South Florida, Florence University Of The Arts, State College Of Florida-Manatee-Sarasota, Lakewood Ranch High School.

What skills is Kyle Josephson known for?

Kyle Josephson has skills like Leadership, Presentation Skills, Team Building, Social Media, Public Speaking, Creativity Skills, Salesforce, Sales, Microsoft Powerpoint, Teaching, Start Ups, Data Analysis.

Who are Kyle Josephson's colleagues?

Kyle Josephson's colleagues are Russell Baker, Hunter Bukowy, Amber Wolfrath, David Hetzer, Scott Dorman, Elizabeth Dean, سوگل راد.

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