Kyle Grout Email and Phone Number
Kyle Grout work email
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Kyle Grout personal email
Capital Insight Partners sharpened my proficiency in developing comprehensive financial plans, where my role included gathering crucial data, preparing updates, and assisting with new account applications. Our team excelled in delivering tailored strategies and actionable insights for our clients, thanks to our collective problem-solving and project execution skills.With a solid educational foundation from Arizona State University's W. P. Carey School of Business, I bring a blend of academic knowledge and real-world experience. My Marine background fosters discipline and a strong work ethic, positioning me to collaborate effectively with business partners and contribute to the success of financial initiatives.
Edelman Financial Engines
View- Website:
- edelmanfinancialengines.com
- Employees:
- 1492
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Financial AdvisorEdelman Financial EnginesSan Jacinto, Ca, Us
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Associate Financial PlannerCapital Insight Partners. Llc Jun 2023 - Jul 2024Scottsdale, Arizona, Us• Provide support for comprehensive financial planning clients by gathering data, developing financial plan analysis, packaging and posting meeting materials, managing meeting notes, action items and tax checklists. • Prepare financial plan updates for specified clients• Provide mortgage and insurance application completion assistance for clients• Other projects and research at the discretion of Advisors and Financial Planners,including Business Partner collaboration and execution of internal initiative tasks. -
Wealth Management InternCaptrust Sep 2022 - Nov 2022Raleigh, Nc, Us• Performed accurate analysis of personal financial data to prepare quarterly investment reports for clients• Utilized problem-solving strategies to carry out assigned projects that did not have clear paths to completion • Finished projects individually and with the coordination of associates to exceed client expectations and meet deadlines -
College 2 Corporate InternVanguard Jun 2022 - Aug 2022Valley Forge, Pa, UsOver 10 weeks, I collaborated with Vanguard Interns, Certified Financial Planners, and Vanguard Leadership to produce industry-specific projects that provided helpful information and solutions to current issues in the financial advisory space. -
ChauffeurLyft Aug 2019 - Jul 2022San Francisco, Ca, UsDuring my time in college I worked as an independent contractor for Lyft operating on the Lyft Lux Black vehicle capacity. During this time I drove high profile clientele and had the opportunity to work on my customer service and communication skills. -
Small Business OwnerPhoenix Luxury Rentals Jun 2021 - Dec 2021As the owner of Phoenix Luxury Rentals for a brief period of time, I operated a small rental car business. I would reach out to potential clients, conduct and manage the vehicle’s proper safety and service checks, and balance the business’s income and expense statement. It was my first venture to run my own business, however, it was not as profitable as I had planned for so I decided to close its doors and move on. Briefly being a small business owner had taught me a few valuable lessons. Most importantly of which is to plan, and adapt to failure of the plan on the fly.
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Personal TrainerEos Fitness Aug 2019 - Apr 2020Phoenix, Az, UsEnsured customer loyalty by executing the completion of training initiatives. Utilized personal communication skills to gain ten new clients ensuring the gym revenue of $65,000. Developed organization systems for personal fitness plans, records, and contracts. -
Infantry SergeantUnited States Marine Corps Jun 2015 - Jun 2019Washington, Dc, UsDuring my time as a Sergeant of Marines in 2nd Light Armored Reconnaissance Battalion in Camp Lejeune North Carolina, I was directly responsible for 55 Marines and $100,000,000 in Government equipment. As a Sergeant of Marines I was tasked with faithfully and diligently carrying out the plan of the day and ensuring my Marines were prepared for whatever challenges may lie ahead. I was taught just as often as I would teach, learning that being a leader requires patience and understanding. Overall, my experience in the United States Marine Corps helped to shape me into the resilient, confident, young professional that I am today.
Kyle Grout Education Details
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W. P. Carey School Of Business – Arizona State UniversityBusiness And Personal/Financial Services Marketing Operations -
Marine Corps UniversityMulti/Interdisciplinary Studies
Frequently Asked Questions about Kyle Grout
What company does Kyle Grout work for?
Kyle Grout works for Edelman Financial Engines
What is Kyle Grout's role at the current company?
Kyle Grout's current role is Financial Advisor.
What is Kyle Grout's email address?
Kyle Grout's email address is kg****@****yft.com
What schools did Kyle Grout attend?
Kyle Grout attended W. P. Carey School Of Business – Arizona State University, Marine Corps University.
Who are Kyle Grout's colleagues?
Kyle Grout's colleagues are Mary Lee Schultz, Aaron Kirkland, Jainee Patel, Kim Rickenbaker, Suresh Gottipati, Grant Collins, Matt Loeffler, Cpa, Pfs, Cfp, Ctfa, Cma.
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