Kyle Colburn Email & Phone Number

New York, NY, US

Philadelphia, Pennsylvania, US

YPO Next Generation (YNG) is an offshoot of Young Presidents Organization (YPO) focused on fostering business relationships and learning opportunities for the next generation of global entrepreneurs. The local chapters help maintain active forum groups, collaborate with the YPO chapter on events and provide learning opportunities for professional.

West Chester, Pennsylvania, US

ForumWithin is a product of Roundstone, LLC that focuses on culture consulting. Their trademarked process takes the fundamentals of executive forums and combines them with transparency. Their focuses is on helping combines reimagine collaboration and redefine their culture through empathy, opennesses and discussion. I worked on building the companies.

Radnor, PA, US

• Provide relevant advice by learning client’s time horizons, risk tolerance, investment philosophy and objectives.
• Present tailored financial plans by integrating exhaustive investment analysis and scenario planning techniques.
• Support portfolio managers with investment analysis, legislative updates and alternative opportunity planning.
• Leverage eMoney software to aggregate, analyze and manipulate data to build comprehensive financial plans.
• Collaborate with Marketing to write mass client communications regarding crucial planning topics and updates.

New York, NY, US

• Constructed sales strategies around millennial wealth, minority businesses and the efficient wealth transfers.
• Led thorough discovery meetings to build long-term relationships and discover personal financial details.
• Coordinated with external wholesalers to stage seminars on the role of estate planning and women in investing.
• Integrated the FactSet platform with Excel to accurately model client portfolios and run risk analysis.

New York, New York, US

Madison, WI, US

The Financial Life Skills Program is a set of courses created by the School of Human Ecology (SOHE) at the University of Wisconsin - Madison. The courses are focused on providing students with the increased financial literacy. As a lead peer educator I helped supported the professors during lectures, provided the students with assistance on their.

Newport Beach, California, US

• Drafted client reports that addressed portfolio attribution, investment strategies, and macroeconomic trends.
• Utilized internal systems to identify and address individual portfolio discrepancies and reoccurring variations.
• Presented to portfolio and account managers on repurchase agreements and active versus passive management.
• Investigated competitor investment funds in Central and South America, to locate potential areas of opportunity.
• Automated monthly client reporting documents by programming Macros in Microsoft Excel using VBA.

Madison, WI, US

Philadelphia, PA, US

• Established branding experiences by using social media trends, consumer purchase patterns, and market insights.
• Worked with a team to generate growth opportunities that helped clients enhance community outreach by 20%.
• Applied metrics to track content engagement and return on investment across various consumer channels.
• Designed audience maps, social media plans, and brand stories to assist clients launching their strategies.

Singapore, Singapore, SG

Bachelor'S Degree, Financial Planning And Services

Transferred To University Of Wisconsin, Economics