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Kyle Cuvelier is listed as Financial Analyst at Capita Financial Network, a company with 17 employees, based in Provo, Utah, United States. AeroLeads shows a matched LinkedIn profile for Kyle Cuvelier.
Kyle Cuvelier previously worked as Financial Analyst at Ameriprise Financial Services, Llc and Financial Analyst at Sweetwater Private Equity. Kyle Cuvelier holds Finance, Finance, General from Brigham Young University Marriott School Of Business.
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As a soccer-playing student-athlete at Brigham Young University with analyst experience with four companies in three states, I know what it takes to deliver results under tight timelines. • At Ameriprise Financial, directed CRM efforts for restructuring 1,100 client portfolios following a company merger.• As an analyst at Sweetwater Private Equity, I analyzed and presented research with leadership team for a portfolio of more than $1 billion.• In an on-campus internship, I worked as the team lead and project manager for Clientbook. I produced web-based customer surveys, yielding 8x the number of leads for sales teams. • At Shell Oil Company, I delivered comprehensive market and competitor analysis for company-operated stores.
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A career timeline built from the work history available for this profile.
Salt Lake City, Utah, United States
- Manage and supervise all trade communications and ensure 100% accuracy- Execute multiple internal programs to ensure compliance with SEC rules and regulations- Tests and audit firm’s policies and procedures, supporting the CCO and Director of Investment Operations
Houston, Texas, United States
- Directed CRM efforts for restructuring 1,100 client portfolios following a company merger- Provided analysis of client portfolios in preparation for recommended courses of action- Reviewed and validated accuracy of financial model assumptions
San Diego, California, United States
- Analyzed and presented research with leadership team for a portfolio of more than $1 billion- Conducted research and contributed thorough market, company, and competitor analysis- Created presentations and supplied detailed recommendations for Sweetwater clients
Provo, Utah, United States
- Produced web-based customer surveys, yielding 8x the number of leads for sales teams- Led a team to deliver marketing strategies, data analysis, and recommendations for improvement- Developed and executed a work plan, meeting stringent deadlines and weekly goals
Houston, Texas, United States
- Delivered comprehensive market and competitor analysis for company-operated stores- Scheduled promotional events into back-office system and monitored system execution- Managed accuracy of data for products listed in price book
Other employees you can reach at capitaonline.com. View company contacts for 17 employees →
Tim Gottfredson, Cfp®, Cdfa®
Colleague at Capita Financial NetworkSandy, Utah, United States, United States
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Amanda Jackson
Colleague at Capita Financial NetworkSalt Lake City Metropolitan Area, United States
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Ashley Hardy
Colleague at Capita Financial NetworkDraper, Utah, United States, United States
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William Howe
Colleague at Capita Financial NetworkDraper, Utah, United States, United States
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Scott Watko
Colleague at Capita Financial NetworkSalt Lake City Metropolitan Area, United States
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Tyson Williamson
Colleague at Capita Financial NetworkSalt Lake City Metropolitan Area, United States
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Tyson Long, Cfp®, Cpwa®
Colleague at Capita Financial NetworkSandy, Utah, United States, United States
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Tyler Schenk, Cfp®
Colleague at Capita Financial NetworkProvo, Utah, United States, United States
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Darren Singh
Colleague at Capita Financial NetworkBirmingham, England, United Kingdom, United Kingdom
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Brock Andersen
Colleague at Capita Financial NetworkSalt Lake City, Utah, United States, United States
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Quick answers generated from the profile data available on this page.
Kyle Cuvelier works for Capita Financial Network.
Kyle Cuvelier is listed as Financial Analyst at Capita Financial Network.
Kyle Cuvelier is based in Provo, Utah, United States while working with Capita Financial Network.
Kyle Cuvelier has worked for Capita Financial Network, Ameriprise Financial Services, Llc, Sweetwater Private Equity, Clientbook, and Shell.
Kyle Cuvelier's colleagues at Capita Financial Network include Tim Gottfredson, Cfp®, Cdfa®, Amanda Jackson, Ashley Hardy, William Howe, and Scott Watko.
You can use AeroLeads to view verified contact signals for Kyle Cuvelier at Capita Financial Network, including work email, phone, and LinkedIn data when available.
Kyle Cuvelier holds Finance, Finance, General from Brigham Young University Marriott School Of Business.
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