Kyle De Vries Email & Phone Number

New York, NY, US

Greenwood Village, CO, US

Greenwood Village, CO, US

St. Louis, Missouri, US

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE

Zurich, CH

• Worked for a team with $4B in assets, preparing materials for advisors to present to clients, such as holdings, performance reports, and annuity statements
• Often worked reception, greeting clients both in person and on the phone (which sometimes included unsatisfied and angry clients), addressing all questions and concerns to ensure a pleasant experience
• Promoted to head intern the last six months, giving advice and assisting four other interns as well as being the first point of reference for the 40 full-time associates and advisors who had a question or needed

• Developed retirement plans for clients using MoneyGuidePro® software and then provided financial advisors a suggested monthly withdrawal amount clients could take in retirement using factors such as: time horizon.
• In charge of outreach, completely revamping the website, writing and sending out a weekly newsletter, and cleaning up the CRM system (Bluefin)
• Screened potential small practices looking to be acquired, offering partners potential acquisition targets that fit their criteria

Madison, WI, US

• Refereed around 10 club and intramural basketball games a week for the Recreational Sports department at the University of Wisconsin
• Refined conflict resolution skills, as well as being able to instantly react to events and analyze what happened and make critical decisions off my observations and reasoning

San Francisco, CA, US

• Spent the Summer of 2016 being an office intern for Treehouse Space, a non-profit whose goal is to revitalize the debilitating San Francisco Chinatown, for its Vacancy Project
• In charge of gathering data, recording the amount of vacant storefronts in Chinatown as well as researching key demographics of the neighborhood and its residents, analyzing the statistics and finding correlations and.
• Tasked with outreach, writing press releases and contacting different media outlets and individuals in the San Francisco Bay Area using Insightly and MailChimp, customer relationship management (CRM) tools

Oakland, CA, US

• Assisted in transitioning to a new software database; reviewing and verifying author data between the old royalty database and information from the new database
• Made sure that key information of works were accurate and consistent, including: international standard book number (isbn), title name, and recipient information across all different text platforms
• Assisted in the distribution of annual royalty statements to University of California Press authors

Bachelor'S Degree, Personal Finance & Economics

High School Diploma, General Studies