Kyle C. Email & Phone Number

Atlanta, Georgia, United States

Atlanta, Georgia, United States

Greater New York City Area

Greater New York City Area

• Represented and collaborated with Fortune 500 corporations, activist hedge funds, mutual funds and investors, while providing clients with superior intellectual capital, industry relationships and execution capabilities
• Provided industry and company trend analysis, financial modeling and generated reports that help Fortune 500 clients understand their institutional/hedge fund investors investment decisions
• Communicated with portfolio managers to gain an understanding of their perspective on investment and shareholder issues
• Actively worked close with senior executives and other analysts to achieve team-oriented goals based upon our client’s objective with quality, accuracy and within established service levels
• Monitored and analyzed fluctuations in stock price/volume to identify any potential hostile activist investor that acquired a large position (3-5%) and effectively provided timely updates to our clients
• Efficiently provided clients with in-depth analysis on buying/selling trends and market intelligence across key industry sectors

3636 Nobel Dr, San Diego, CA 92122

• The firm is comprised of three sectors: Strazzeri Mancini, LLP (High Net Individuals), California Estate and Elder Law, LLP (Low – Middle Income), Southern California Institute (Marketing and Advising Division). The.
• Collected client intelligence to help strategize on how to achieve client’s goals (Wealth Management, Elder Law, Estate Planning)
• Formulated a Balance Sheet of client’s assets and liabilities amounting to a net worth of $650,000
• Helped a plethora of clients achieve savings goals by assisting Senior Advisors creation of Trusts – Estate Planning
• Knowledge pertaining to Trusts, IRA Accounts, Probate, Estate Planning, Medi-Cal, and Veterans Association had to be understood to operate efficiently and timely within the workplace

Riverside, California

• Day to day operations included generating high volumes of quality leads and working with management officials to increase firm partnerships, specifically interfacing with Lowes managers. While gathering client.
• Generating high volumes of quality leads responsible for over $3,000,000 in initial leads
• Achieved two awards for highest monthly sales amongst my division
• Developed deep understanding of the product line and value chain
• Built inter-industry applicable sales techniques (LOCATE technique)
• Drive increases in customer knowledge through value-add initiatives

University Of California, Riverside

Greater San Diego Area

• Consistently collected quality high volume leads within regional Costco branches. Worked with management to increase firm partnerships, specifically interfacing with Costco managers among multiple business lines. The.
• Lead Field Associate responsible for over $1,000,000 in initial leads over three-month period from July to September
• Strategize, plan, and execute marketing and sales programs
• Achieved highest sales amongst my region for the first three months of being employed as a Field Associate
• Due to outstanding performance, asked to continue working while attending school in order to increase region-wide sales output and train younger staff
• Gather client intelligence data and distribute to Solar Consultants

Bachelor Of Business Administration - Bba, Business Administration And Management, General

Entrepreneurial Leadership For The Global Marketplace