Kyle Humphreys Email & Phone Number

San Francisco Bay Area

San Rafael, California, United States

• Interned at the headquarters of the West Coast branch of Wealthspire, Barron's 12th ranked RIA (2024) • In depth learning and application of topics such as estate planning, budgeting, investment and tax strategies, risk management, asset allocation, and financial planning• Assisted advisors in meeting preparation and shadowed advisors in client-facing consultations• Created Capstone project presentation to mock clients, using Monte Carlo simulations and applying my learnings and… Show more • Interned at the headquarters of the West Coast branch of Wealthspire, Barron's 12th ranked RIA (2024) • In depth learning and application of topics such as estate planning, budgeting, investment and tax strategies, risk management, asset allocation, and financial planning• Assisted advisors in meeting preparation and shadowed advisors in client-facing consultations• Created Capstone project presentation to mock clients, using Monte Carlo simulations and applying my learnings and analytical skills to create a holistic financial plan for a complex situation Show less

Oakland, California, United States

• Executed a government digitization project that enhanced workflow efficiencies and space utilization by 50%; duties included purging thousands of outdated tax documents, indexing files, and auditing records• Exemplified adaptability and critical thinking skills due to changing daily responsibilities with limited guidance • Discovered how local governments financially and strategically function by working under the Tax Assessor

Walnut Creek, California, United States

• Demonstrated time management skills in an understaffed environment, simultaneously heading the cashier, preparing food, communicating with third-party services, ordering shipments, and guiding team members • Presented alternative revenue and marketing strategy to management, increasing profits after one month• Designated to manage the restaurant front and interact with customers, generating a 19% increase in tips

Bachelor Of Business Administration - Bba

Activities and Societies: Undergraduate Finance Association, Marketing Association, Chinese Association, Personal Investing, Creative.

Business

Activities and Societies: Intensive Language Program

Education record