Kyle Trautmann, Qpfc

Kyle Trautmann, Qpfc Email and Phone Number

Partner, Director Of Retirement Plans @ Evergreen Advisor Group LLC
Kyle Trautmann, Qpfc's Location
Greater Seattle Area, United States
Kyle Trautmann, Qpfc's Contact Details

Kyle Trautmann, Qpfc work email

Kyle Trautmann, Qpfc personal email

n/a
About Kyle Trautmann, Qpfc

Dedicated to building a Retirement Plan practice that brings customized, quality, transparent retirement plans to Plan Sponsors.

Kyle Trautmann, Qpfc's Current Company Details
Evergreen Advisor Group LLC

Evergreen Advisor Group Llc

View
Partner, Director Of Retirement Plans
Kyle Trautmann, Qpfc Work Experience Details
  • Evergreen Advisor Group Llc
    Partner, Director Of Retirement Plans
    Evergreen Advisor Group Llc Oct 2024 - Present
    Seattle, Washington, United States
    As the founder and partner of Evergreen Advisor Group my number one purpose is to help companies build successful retirement plans that accomplish their unique goals.
    View
  • Northwestern Mutual
    Director Of Retirement Plans - Pillar Financial Group
    Northwestern Mutual Jan 2021 - Oct 2024
    Seattle, Washington, United States
    As the Director of Retirement Plans for Pillar Financial Group, A Northwestern Mutual Private Client Group, I am dedicated to building a Retirement Plan practice that brings the best possible experience to our Plan Sponsors. With 20+ team members, Pillar offers an incredible depth of knowledge in all financial areas and has the tools to get our clients what they need.
    View
  • Northwest Plan Services, Inc.
    Director Of Business Development
    Northwest Plan Services, Inc. Oct 2018 - Jan 2021
    Greater Seattle Area
    View
  • Northwest Plan Services, Inc.
    Retirement Plan Specialist
    Northwest Plan Services, Inc. Jul 2009 - Jan 2021
    Greater Seattle Area
    Sales and Marketing by establishing and supporting RIA relationships.
    View
  • Autoanything
    Purchasing Consultant
    Autoanything 2007 - 2009
    Greater San Diego Area
    As a Purchasing Agent managing vendor relationships:• Maintaining positive client relationships• Tracking order fulfillment and maintaining timing standards• Creating and implementing new procedures to improve tracking process• Analyzing shipment data to help improve timeliness• Direct contact with clients in Customer Service escalations
    View

Kyle Trautmann, Qpfc Skills

Sales Retirement Planning Crm 401k Customer Service Management Qualified Retirement Plans Retirement Process Improvement Program Management Business Development Erisa Retirement Plan Consulting Account Management Leadership Marketing Vendors Business Process Improvement 403 B Internal Communications

Kyle Trautmann, Qpfc Education Details

Frequently Asked Questions about Kyle Trautmann, Qpfc

What company does Kyle Trautmann, Qpfc work for?

Kyle Trautmann, Qpfc works for Evergreen Advisor Group Llc

What is Kyle Trautmann, Qpfc's role at the current company?

Kyle Trautmann, Qpfc's current role is Partner, Director Of Retirement Plans.

What is Kyle Trautmann, Qpfc's email address?

Kyle Trautmann, Qpfc's email address is ky****@****her.com

What schools did Kyle Trautmann, Qpfc attend?

Kyle Trautmann, Qpfc attended Azusa Pacific University, King's High School.

What skills is Kyle Trautmann, Qpfc known for?

Kyle Trautmann, Qpfc has skills like Sales, Retirement Planning, Crm, 401k, Customer Service, Management, Qualified Retirement Plans, Retirement, Process Improvement, Program Management, Business Development, Erisa.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.