Kyle Patterson, Cltc® Email and Phone Number
Kyle Patterson, Cltc® work email
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Kyle Patterson, Cltc® personal email
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.
Revisor Group
View- Website:
- revisorgroup.com
- Employees:
- 25
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Vice President, Sales And Business DevelopmentRevisor GroupAustin, Tx, Us
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Vice President, Sales & Business DevelopmentRevisor Group Jan 2022 - PresentOur 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 success in offering/continuing to offer this valued service.Most CPA firms, RIAs, Hybrid Advisors, and Brokerage General Agencies provide comprehensive investment management services to their client base. Most handle the entire process "in-house", which can be very frustrating, time-consuming, and costly! At Revisor Wealth Management, we understand these issues from an insider’s perspective and have developed a turn-key solution for our partners. Our model is a win-win for all parties involved. Firms are now able to focus on the growth of their practices by outsourcing the majority of the legwork when providing investment management services at an equal or lesser cost than handling in-house. Clients then receive a higher level of service and world-class investment experience.
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Sales AssociateRevisor | Wealth Management Partners Mar 2021 - Dec 2021
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Investment AnalystRevisor | Wealth Management Partners Nov 2019 - Mar 2021
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Financial PlannerLrj Wealth Management, Llc Nov 2019 - Present--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 we're able to provide peace of mind, superior service, efficiency, and ease in our client’s lives. --Our goal at RWM is to be our client’s most trusted advisor through our professional knowledge, our integrity, and our personalized service and collaboration by utilizing resources both inside and outside the firm. --RWM Wealth Management is headquartered in the Cleveland-Akron area in Ohio, but we serve clients across the nation.
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Equity Research AssociateNorthcoast Research May 2017 - Sep 2019Cleveland/Akron, Ohio Area- 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 maintained complex, company-specific financial models which were used in financial forecasting and the valuation process to adequately assess future stock performance- Responsible for developing and publishing proprietary market-based research, company updates, and more detailed company reports on a regular basis- Interviewed equity research associate candidates to asses professional capabilities and cultural fit for the firm
Kyle Patterson, Cltc® Skills
Kyle Patterson, Cltc® Education Details
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Management -
Business Administration & Criminal Justice
Frequently Asked Questions about Kyle Patterson, Cltc®
What company does Kyle Patterson, Cltc® work for?
Kyle Patterson, Cltc® works for Revisor Group
What is Kyle Patterson, Cltc®'s role at the current company?
Kyle Patterson, Cltc®'s current role is Vice President, Sales and Business Development.
What is Kyle Patterson, Cltc®'s email address?
Kyle Patterson, Cltc®'s email address is ky****@****lth.com
What schools did Kyle Patterson, Cltc® attend?
Kyle Patterson, Cltc® attended Baldwin Wallace University, Baldwin Wallace University.
What are some of Kyle Patterson, Cltc®'s interests?
Kyle Patterson, Cltc® has interest in Professional Networking, Criminal Justice, Personal Finance, Tennis/physical Fitness.
What skills is Kyle Patterson, Cltc® known for?
Kyle Patterson, Cltc® has skills like Leadership, Life Insurance, Public Speaking, Retirement Planning, Powerpoint, Strategic Financial Planning, Disability Insurance, Tennis Coach, Fixed Annuities, Insurance, Financial Planning, Retirement.
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