AeroLeads people directory · profile
Kyle Patterson, Cltc® Email & Phone Number
Vice President, Sales and Business Development
at
Revisor Group
1 work email found
@lrjwealth.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President, Sales and Business Development
Location
Austin, Texas Metropolitan Area, United States
Company size
Who is Kyle Patterson, Cltc®? Overview
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Quick answer
Kyle Patterson, Cltc® is listed as Vice President, Sales and Business Development at Revisor Group, a company with 25 employees, based in Austin, Texas Metropolitan Area, United States. AeroLeads shows a work email signal at lrjwealth.com and a matched LinkedIn profile for Kyle Patterson, Cltc®.
Kyle Patterson, Cltc® previously worked as Vice President, Sales & Business Development at Revisor Group and Sales Associate at Revisor | Wealth Management Partners. Kyle Patterson, Cltc® holds Master Of Business Administration (M.B.A.), Management from Baldwin Wallace University.
Company email context
Email format at Revisor Group
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*@lrjwealth.com
68% confidence
AeroLeads found 1 current-domain work email signal for Kyle Patterson, Cltc®. Compare company email patterns before reaching out.
Profile bio
About Kyle Patterson, Cltc®
By leveraging my past financial planning and investment research background, I am able to service my clients in the areas of Investing, Tax Planning, Estate Planning, Asset Protection, Charitable Planning, and Wealth Preservation. By following a thorough discovery process, I am able to evaluate each client’s unique situation that will allow me to create a comprehensive plan to aid my clients in achieving the goals that are most important to them, both financially and personally. This allows my clients to experience peace of mind knowing that they have achieved financial security. My mission is to inspire my clients to make informed decisions through education, communication, and service which exceeds their expectations; I aim to help my clients enjoy life to the fullest by providing them with a sense of comfort in knowing that their family will be financially successful.
Listed skills include Leadership, Life Insurance, Public Speaking, Retirement Planning, and 20 others.
Current workplace
Kyle Patterson, Cltc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Revisor Group
6 roles
Kyle Patterson, Cltc® work experience
A career timeline built from the work history available for this profile.
Vice President, Sales & Business Development
CurrentOur mission is to liberate financial advisors from the controlling power of custodians, broker-dealers, and software vendors in a peaceful manner while creating an environment of transparency for both advisors and investors. We’ve established an innovative, proven, transparent, and streamlined process that takes over this role to position our partners for.
Jan 2022 - Present
Sales Associate
Mar 2021 - Dec 2021
Investment Analyst
Nov 2019 - Mar 2021
Financial Planner
Current
Lrj Wealth Management, Llc
--Revisor Wealth Management is an independent financial planning firm that partners with select high net worth families and businesses in the areas of Investing, Tax Planning, Estate Planning, Asset Protection, Charitable Planning, and Wealth Preservation. --By coordinating and managing ALL of these important aspects in our client’s financial situation.
Nov 2019 - Present
Equity Research Associate
- Provided fundamental research on over 30 automotive, business services, and retail companies to institutional investors by collecting and analyzing financial information from corporate financial statements, SEC filings, industry data points, and consensus estimates while communicating material changes in an urgent and timely matter- Created and.
May 2017 - Sep 2019
2 education records
Kyle Patterson, Cltc® education
Master Of Business Administration (M.B.A.), Management
Bachelor’S Degree, Business Administration & Criminal Justice
FAQ
Frequently asked questions about Kyle Patterson, Cltc®
Quick answers generated from the profile data available on this page.
What company does Kyle Patterson, Cltc® work for?
Kyle Patterson, Cltc® works for Revisor Group.
What is Kyle Patterson, Cltc®'s role at Revisor Group?
Kyle Patterson, Cltc® is listed as Vice President, Sales and Business Development at Revisor Group.
What is Kyle Patterson, Cltc®'s email address?
AeroLeads has found 1 work email signal at @lrjwealth.com for Kyle Patterson, Cltc® at Revisor Group.
Where is Kyle Patterson, Cltc® based?
Kyle Patterson, Cltc® is based in Austin, Texas Metropolitan Area, United States while working with Revisor Group.
What companies has Kyle Patterson, Cltc® worked for?
Kyle Patterson, Cltc® has worked for Revisor Group, Revisor | Wealth Management Partners, Lrj Wealth Management, Llc, and Northcoast Research.
How can I contact Kyle Patterson, Cltc®?
You can use AeroLeads to view verified contact signals for Kyle Patterson, Cltc® at Revisor Group, including work email, phone, and LinkedIn data when available.
What schools did Kyle Patterson, Cltc® attend?
Kyle Patterson, Cltc® holds Master Of Business Administration (M.B.A.), Management from Baldwin Wallace University.
What skills is Kyle Patterson, Cltc® known for?
Kyle Patterson, Cltc® is listed with skills including Leadership, Life Insurance, Public Speaking, Retirement Planning, Powerpoint, Strategic Financial Planning, Disability Insurance, and Tennis Coach.
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