Kyle Heppner Email & Phone Number

Michigan, United States

Clarkston, Mi

•Coordinate semi-annual visits to CAPTRUST client locations with plan contacts and prepare for successful 401(k) enrollments•Meet individually with plan participants to discuss retirement goals, investment strategies and personal planning steps necessary in order to reach those goals•Review enrollment success with plan trustees and business owners in regards to overall plan participation increase, average deferral percentages, plan testing and managed account portfolio usage

Northwestern Mutual

•Complete fee-based financial plans, working directly with Wealth Management Advisors from the initial discovery meeting to the final delivery •Research, monitor and manage advisory portfolios for high-net-worth clients•Responsible for decision making for Grand Blanc office & correspondence with network offices across MI, manage and delegate duties to team members, handle all compliance & audit preparation for Home Office, FINRA & SEC visits

Greater Detroit Area

During my time as a Financial Rep my goal was to help individuals, families and business discover their long term financial goals, analyze their completed progress towards those goals, and offer recommendations on how to further reach their goals. At Northwestern Mutual I used a needs based approach to help potential clients secure a financial foundation and take personal action to implement the steps required to obtain their desired goals.

As the first student to hold the new position of VIP Panel Chair for the Northwood Auto Show it was my responsibility to plan the opening act of the 45th annual show. The panel consisted of automotive professionals with different backgrounds among the industry. This panel is put together to inform students, faculty and the community of ideas, changes and updates on each area of the industry they specialize in. Below is an article that outlines the 45th annual show: http://www.northwood.edu/media/pressroom/newsarchives/?NewsID=2648

As a NU Bookstore student employee my job description included assisting students with purchase of required course text, fulfilling online purchase orders, and operating PRISM inventory tracking computer system.

As a guard at Red Oaks Water Park in Madison Heights, MI I was responsible for patrolling an 8ft. active wave pool, lazy river, and three flume waterslide. I also attended mandatory weekly in-service training sessions to prepare for CPR, rapid extraction, and video surveillance audits and emergency situations.