Senior Client Relationship Manager
Sage Private Wealth Services
AeroLeads people directory · profile
Kyle Bradley Eager Email & Phone Number
Senior Client Relationship Manager
at
Sage Private Wealth Services
1 work email found
@schwab.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Sage Private Wealth Services
Role
Senior Client Relationship Manager
Location
Dallas-Fort Worth Metroplex, United States, United States
Who is Kyle Bradley Eager? Overview
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Quick answer
Kyle Bradley Eager is listed as Senior Client Relationship Manager at Sage Private Wealth Services, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Kyle Bradley Eager.
Kyle Bradley Eager previously worked as Eservices - Series 9/10 Professional at Charles Schwab and Financial Advisor at Morgan Stanley. Kyle Bradley Eager holds Bachelor Of Business Administration (B.B.A.), Finance, General from Middle Tennessee State University.
Company email context
Email format at Sage Private Wealth Services
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{first_initial}{last}@schwab.com
76% confidence
AeroLeads found 1 current-domain work email signal for Kyle Bradley Eager. Compare company email patterns before reaching out.
Profile bio
About Kyle Bradley Eager
Kyle Bradley Eager is a Senior Client Relationship Manager at Sage Private Wealth Services. He possess expertise in investments, real estate, investment properties, asset management, real estate transactions and 17 more skills. Colleagues describe him as "Kyle and I worked together on the trade line at Merrill Edge. Kyle was new to the brokerage business but I found Kyle a quick learner. I never had to repeat something twice, even with complicated topics. Kyle listens well and was quickly able to determine what the client’s needs were and quickly met them. Kyle was very good at handling upset clients. He carefully chose his words and did well in ensuring that the issue would be corrected. When it was something that he could… Show more"
Listed skills include Investments, Real Estate, Investment Properties, Asset Management, and 18 others.
Current workplace
Kyle Bradley Eager's current company
Company context helps verify the profile and gives searchers a useful next step.
Sage Private Wealth Services
11 roles · 19 years
Kyle Bradley Eager work experience
A career timeline built from the work history available for this profile.
Eservices - Series 9/10 Professional
Aug 2020 - May 2024
Nov 2019 - Jul 2020
Oct 2018 - Aug 2019
Aug 2017 - Feb 2018
Personal Investor - Rig
Assist Vanguard clients with assistance in investment portfolio transactions and inquires, Portfolio management and guidance.
Oct 2016 - Aug 2017
Brokerage - Trade Specialist
Jun 2015 - Oct 2016
E-Commerce
Feb 2015 - Jun 2015
Investment Specialist Ii
Merrill Edge
-Series 7 & 63 licensed.Provide assistance to clients with their investment portfolio transactions, inquiries, management and guidance. Responsible for assisting clients in learning how to navigate Merrill Edge website and using the investment tools available. Utilize my interpersonal, analytic, and problem solving skills to guide clients in making.
Mar 2014 - Feb 2015
Uniformed Division Agent
Worked as a uniformed officer with Homeland Security to ensure the safety of the President, Vice President, Treasury Secretary, their families, as well as the White House grounds. Successfully completed the required and rigorous training program required for the Secret Service. Left the Secret Service to complete my education.
2009 - 2011
~2 yrs
2007 - 2009
~2 yrs
1 education record
Kyle Bradley Eager education
FAQ
Frequently asked questions about Kyle Bradley Eager
Quick answers generated from the profile data available on this page.
What company does Kyle Bradley Eager work for?
Kyle Bradley Eager works for Sage Private Wealth Services.
What is Kyle Bradley Eager's role at Sage Private Wealth Services?
Kyle Bradley Eager is listed as Senior Client Relationship Manager at Sage Private Wealth Services.
What is Kyle Bradley Eager's email address?
AeroLeads has found 1 work email signal at @schwab.com for Kyle Bradley Eager at Sage Private Wealth Services.
Where is Kyle Bradley Eager based?
Kyle Bradley Eager is based in Dallas-Fort Worth Metroplex, United States, United States while working with Sage Private Wealth Services.
What companies has Kyle Bradley Eager worked for?
Kyle Bradley Eager has worked for Sage Private Wealth Services, Charles Schwab, Morgan Stanley, Ubs, and Vanguard.
How can I contact Kyle Bradley Eager?
You can use AeroLeads to view verified contact signals for Kyle Bradley Eager at Sage Private Wealth Services, including work email, phone, and LinkedIn data when available.
What schools did Kyle Bradley Eager attend?
Kyle Bradley Eager holds Bachelor Of Business Administration (B.B.A.), Finance, General from Middle Tennessee State University.
What skills is Kyle Bradley Eager known for?
Kyle Bradley Eager is listed with skills including Investments, Real Estate, Investment Properties, Asset Management, Real Estate Transactions, Investors, Sellers, and Property Management.
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