Kyle Townsend

Kyle Townsend Email and Phone Number

Financial Advisor @ Ameriprise Financial Services, LLC
Portland, OR, US
Kyle Townsend's Location
Portland, Oregon, United States, United States
Kyle Townsend's Contact Details
About Kyle Townsend

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Kyle Townsend's Current Company Details
Ameriprise Financial Services, LLC

Ameriprise Financial Services, Llc

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Financial Advisor
Portland, OR, US
Website:
ameriprise.com
Employees:
2
Kyle Townsend Work Experience Details
  • Ameriprise Financial Services, Llc
    Financial Advisor
    Ameriprise Financial Services, Llc
    Portland, Or, Us
    View
  • Ameriprise Financial Services, Llc
    Financial Advisor
    Ameriprise Financial Services, Llc Nov 2022 - Present
    Portland, Oregon, United States
    View
  • Ameriprise Financial Services, Inc.
    Paraplanner
    Ameriprise Financial Services, Inc. Sep 2015 - Nov 2022
    Portland, Oregon
    View
  • Scottrade® Advisor Services
    Transition Specialist
    Scottrade® Advisor Services Mar 2014 - May 2015
    Assist High net worth advisors with their initial onboarding and mass transition of client accounts to our platform.
  • Scottrade® Advisor Services
    Senior Advisor Account Services
    Scottrade® Advisor Services Mar 2012 - Mar 2014
    12800 Corporate Hill St Louis Mo 63131
    New advisor compliance and account opening, creating and editing client/advisor facing forms, lead trainer, aid in business continuity, marketing, and technology upgrades. Cross-functional team member.CRM software, adobe Pro Livecycle.
  • Scottrade® Advisor Services
    Operations Associate
    Scottrade® Advisor Services Sep 2010 - Mar 2012
  • Scottrade
    New Accounts Rep
    Scottrade Dec 2008 - Sep 2010
    process New Accounts ppwk, maintenance of client accounts, OFAC report, customer activations, interoffice mailing,
    View
  • Meramec Valley Bank
    Financial Services Rep
    Meramec Valley Bank Aug 2007 - Apr 2008
    Personal Banker.

Kyle Townsend Skills

Financial Services Series 7 Mutual Funds Customer Service Business Analysis Leadership Banking Process Improvement Relationship Management Financial Analysis Marketing Microsoft Office Investments Finance Business Process Improvement Securities Risk Management Microsoft Excel Wealth Management Portfolio Management Series 63 Trading Equities Finra Investment Strategies Team Building Outlook Powerpoint Series 65

Kyle Townsend Education Details

Frequently Asked Questions about Kyle Townsend

What company does Kyle Townsend work for?

Kyle Townsend works for Ameriprise Financial Services, Llc

What is Kyle Townsend's role at the current company?

Kyle Townsend's current role is Financial Advisor.

What is Kyle Townsend's email address?

Kyle Townsend's email address is ky****@****mpf.com

What is Kyle Townsend's direct phone number?

Kyle Townsend's direct phone number is +131460*****

What schools did Kyle Townsend attend?

Kyle Townsend attended Fontbonne University.

What skills is Kyle Townsend known for?

Kyle Townsend has skills like Financial Services, Series 7, Mutual Funds, Customer Service, Business Analysis, Leadership, Banking, Process Improvement, Relationship Management, Financial Analysis, Marketing, Microsoft Office.

Who are Kyle Townsend's colleagues?

Kyle Townsend's colleagues are Pat Steinkamp, Javier Quiñones, Cfp®, Chfc®, Apma®, Cka®, Tomeca Harding, Weldon Gressett, James Hogan, Carissa Johnson, Lalit Sharma.

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