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
• 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project that enhanced workflow efficiencies and space utilization by 50%; duties included purging thousands of outdated tax documents, indexing files, and auditing records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