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Since 2004, I have worked with investors to take advantage of investment opportunities across all markets. With a focus on the Internal Revenue Code, I structure transactions and utilize investments that allow taxpayers to keep more of what they have created and built – deferring, mitigating, and reducing tax liabilities. I am accredited by the Florida Bar to educate lawyers on the tax code, and often speaks with accountants, financial advisors, and investor groups on tax advantage strategies investors can use to maintain wealth. Prior to establishing Advantage Wealth Solutions, I built my career with UBS FinancialServices, Natixis Global Asset Management, and Provasi Capital Partners. I was responsiblefor sales and education of financial advisors and the general public as it pertained to investing inCommercial Real Estate and Real Estate Debt, as well as other income and growthstrategies. Knowledge, along with a focus on relationships are key driversto success. By getting to know and understand clients personally, I can identify primeopportunities to maximize wealth while factoring in deferred tax strategies.877.866.1031802.310.1971kyle@advantagewealthsolutions.com
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PresidentAdvantage Wealth SolutionsWindham, Nh, Us -
Board MemberAdisa Oct 2023 - PresentIndianapolis, Indiana, UsChairperson - Broker Dealer Advisory Council -
PresidentAdvantage Wealth Solutions Apr 2017 - PresentWindham, Nh, UsSecurities Offered Through: IBN Financial Services, Inc.404 Old Liverpool Rd. PO Box 2365 Liverpool, NY 13089 315-652-4426Member: FINRA & SIPC -
Director Of Capital MarketsIbn Financial Services, Inc. Dec 2023 - PresentLiverpool, New York, UsIdentify, source, and review investment opportunities & securities structure. #RegD #PrivatePlacement #506b #506c #RegA+ #realestate #energy #privateequity #privatedebtduediligence@ibrokernet.com -
On-Ice OfficialNcaa Sep 2013 - PresentIndianapolis, In, UsNCAA D3 Ice Hockey in the NESCAC, NEHC, and CCC Conferences. -
Due Diligence OfficerAges Financial Services, Ltd. Jul 2019 - Nov 2023
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On-Ice OfficialUsa Hockey Oct 2008 - Jun 2020Colorado Springs, Co, Us -
Regional Vice PresidentProvasi Capital Partners Jun 2014 - Jan 2017Dallas, Texas, UsAs Regional Vice President, I represent the company in my territory to partner with financial advisors to raise capital, service and provide timely information on their invested assets, present business building ideas, as well as educate and support both my advisors and their clients with specialized alternative investment and asset management solutions. My services include marketing resources, asset allocation education, market updates, product and portfolio consulting. -
Regional DirectorNatixis Global Asset Management Apr 2012 - May 2014Boston, Ma, UsSupport Independent B/Ds and RIAs in eastern Pennsylvania. This includes LPL, Commonwealth, Cambridge, Cetera, Raymond James, and RIAs.- Identify, develop, and maintain relationships with financial advisors at Independent Firms and RIAs.- Represent all Natixis' strategies in multiple lines of business (no/load mutual funds, SMAs, and institutional full fee accounts).- Introduce clients to the Natixis Advisors Academy and Natixis Portfolio Research & Consulting Group (PRCG) -
Investment ConsultantNatixis Global Asset Management Oct 2007 - Apr 2012Boston, Ma, UsManage the distribution and education effort for our suite of 15 affiliated money managers to financial professionals in the Northeast region of the United States including Vermont, Connecticut, Western Massachusetts, and New York. -
Operations ManagerUbs Financial Services Aug 2004 - Oct 2007Zurich, ChManaging the business and day-to-day risk of the Branch; Supporting the Branch, people and processes by focusing on client needs, supervising and assisting all branch personnel; Assisting in the control of risk, supporting a culture of quality, and facilitating team cohesiveness; Serving as a resource for information by developing networks and providing data.
Kyle T Kadish Skills
Kyle T Kadish Education Details
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Bryant UniversityBachelor Of Science (B.S.)
Frequently Asked Questions about Kyle T Kadish
What company does Kyle T Kadish work for?
Kyle T Kadish works for Advantage Wealth Solutions
What is Kyle T Kadish's role at the current company?
Kyle T Kadish's current role is President.
What is Kyle T Kadish's email address?
Kyle T Kadish's email address is kt****@****hoo.com
What is Kyle T Kadish's direct phone number?
Kyle T Kadish's direct phone number is +180231*****
What schools did Kyle T Kadish attend?
Kyle T Kadish attended Bryant University.
What are some of Kyle T Kadish's interests?
Kyle T Kadish has interest in Family, Hockey, Travel.
What skills is Kyle T Kadish known for?
Kyle T Kadish has skills like Investments, Mutual Funds, Alternative Investments, Asset Allocation, Asset Management, Wealth Management, Series 66, Series 7, Finra, Equities, Fixed Income Strategies, Practice Management.
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