Kyle Colburn Email and Phone Number
Kyle Colburn work email
- Valid
- Valid
- Valid
- Valid
- Valid
Kyle Colburn personal email
Kyle Colburn phone numbers
Experienced Financial Planning Associate with a demonstrated history of working in the investment management industry. Skilled in Performance Attribution, Relationship Development, Financial Analysis, Client Presentation, and Attribution. Proud graduate of the University of Wisconsin - Madison, where I studied Financial Planning.
Brown Brothers Harriman
View-
Wealth Planning AssociateBrown Brothers Harriman Jun 2022 - PresentNew York, Ny, Us
-
Co-Chairman Of The BoardYng Philadelphia Nov 2018 - PresentPhiladelphia, Pennsylvania, UsYPO 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 development. As the Co-Chairman of the board I organize the annual series of educational events, run networking workshops, identify potential new members and negotiate co-branding opportunities with YNG. The most recent educational events have included behind the scenes manufacturing tours, virtual meet and greets, and discussion panels. Each event has ended with a networking opportunity with successful entrepreneurs both locally and globally. I also help collect dues and manage the annual budget of $25,000+. -
Branding And GrowthForumwithin Sep 2018 - PresentWest Chester, Pennsylvania, UsForumWithin 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 marketing materials including their website, presentation templates, brochures, business cards and consultant manuals. The idea behind the brand was that the name was the background for change but the people were the drivers. I also worked on building target market materials for certain business size and sectors. -
Financial Planning AssociateThe Haverford Trust Company Sep 2019 - Jun 2022Radnor, 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. -
Financial AdvisorMerrill Lynch Jun 2018 - Aug 2019New 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. -
Campus Representative InternRipplematch Mar 2018 - May 2018New York, New York, Us -
Lead Peer Educator - Financial Life Skills ProgramUniversity Of Wisconsin-Madison Aug 2017 - May 2018Madison, Wi, UsThe 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 assignments during office hours and manage the other peer educators schedules. These assignments ranged from investment challenges to presentations to create an accurate budget. I also had to give presentations to different organizations including numerous athletic teams. -
Account Analyst InternPimco Jun 2017 - Aug 2017Newport 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. -
Peer EducatorUniversity Of Wisconsin-Madison Jan 2017 - May 2017Madison, Wi, Us
-
Brand Strategy InternBrownstein Group Jun 2016 - Aug 2016Philadelphia, 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. -
Financial Analyst InternEndowment Legacy Jun 2015 - Aug 2016 -
Sales & Marketing InternRta Software Apr 2015 - Dec 2015
-
ServerGoose Creek Grill Jun 2014 - Aug 2014 -
Business Analyst InternLenddo May 2014 - Jun 2014Singapore, Singapore, Sg
Kyle Colburn Skills
Kyle Colburn Education Details
-
University Of Wisconsin-MadisonFinancial Planning And Services -
Trinity College-HartfordEconomics
Frequently Asked Questions about Kyle Colburn
What company does Kyle Colburn work for?
Kyle Colburn works for Brown Brothers Harriman
What is Kyle Colburn's role at the current company?
Kyle Colburn's current role is Wealth Planning Associate at Brown Brothers Harriman & Chairman of the Board at YPO Next Generation.
What is Kyle Colburn's email address?
Kyle Colburn's email address is kc****@****ity.com
What is Kyle Colburn's direct phone number?
Kyle Colburn's direct phone number is +161024*****
What schools did Kyle Colburn attend?
Kyle Colburn attended University Of Wisconsin-Madison, Trinity College-Hartford.
What are some of Kyle Colburn's interests?
Kyle Colburn has interest in Marketing, Children, Design.
What skills is Kyle Colburn known for?
Kyle Colburn has skills like Financial Advising, Family Legacy Planning, Family Wealth Planning, Foundations And Trusts, Financial Problem Solver, Asset Management, Wealth Management, Financial Analysis, Portfolio Management, Team Leadership, Business To Business, Relationship Development.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial