Partner, Director Of Retirement Plans
CurrentAs 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.
Oct 2024 - Present
AeroLeads people directory · profile
Kyle Trautmann, Qpfc Email & Phone Number
Partner, Director Of Retirement Plans
at
Evergreen Advisor Group LLC
1 work email found
@northwesternmutual.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner, Director Of Retirement Plans
Location
Greater Seattle Area, United States, United States
Who is Kyle Trautmann, Qpfc? Overview
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Quick answer
Kyle Trautmann, Qpfc is listed as Partner, Director Of Retirement Plans at Evergreen Advisor Group LLC, based in Greater Seattle Area, United States, United States. AeroLeads shows a work email signal at northwesternmutual.com and a matched LinkedIn profile for Kyle Trautmann, Qpfc.
Kyle Trautmann, Qpfc previously worked as Director Of Retirement Plans - Pillar Financial Group at Northwestern Mutual and Director Of Business Development at Northwest Plan Services, Inc.. Kyle Trautmann, Qpfc holds Bachelor, Communications from Azusa Pacific University.
Company email context
Email format at Evergreen Advisor Group LLC
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*@northwesternmutual.com
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AeroLeads found 1 current-domain work email signal for Kyle Trautmann, Qpfc. Compare company email patterns before reaching out.
Profile bio
About Kyle Trautmann, Qpfc
Dedicated to building a Retirement Plan practice that brings customized, quality, transparent retirement plans to Plan Sponsors.
Listed skills include Sales, Retirement Planning, Crm, 401K, and 16 others.
Current workplace
Kyle Trautmann, Qpfc's current company
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5 roles · 19 years
Kyle Trautmann, Qpfc work experience
A career timeline built from the work history available for this profile.
Director Of Retirement Plans - Pillar Financial Group
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.
Jan 2021 - Oct 2024
Director Of Business Development
Oct 2018 - Jan 2021
Retirement Plan Specialist
Sales and Marketing by establishing and supporting RIA relationships.
Jul 2009 - Jan 2021
Purchasing Consultant
- 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
2007 - 2009
~2 yrs
2 education records
Kyle Trautmann, Qpfc education
Bachelor, Communications
Education record
King'S High School
FAQ
Frequently asked questions about Kyle Trautmann, Qpfc
Quick answers generated from the profile data available on this page.
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 Evergreen Advisor Group LLC?
Kyle Trautmann, Qpfc is listed as Partner, Director Of Retirement Plans at Evergreen Advisor Group LLC.
What is Kyle Trautmann, Qpfc's email address?
AeroLeads has found 1 work email signal at @northwesternmutual.com for Kyle Trautmann, Qpfc at Evergreen Advisor Group LLC.
Where is Kyle Trautmann, Qpfc based?
Kyle Trautmann, Qpfc is based in Greater Seattle Area, United States, United States while working with Evergreen Advisor Group LLC.
What companies has Kyle Trautmann, Qpfc worked for?
Kyle Trautmann, Qpfc has worked for Evergreen Advisor Group Llc, Northwestern Mutual, Northwest Plan Services, Inc., and Autoanything.
How can I contact Kyle Trautmann, Qpfc?
You can use AeroLeads to view verified contact signals for Kyle Trautmann, Qpfc at Evergreen Advisor Group LLC, including work email, phone, and LinkedIn data when available.
What schools did Kyle Trautmann, Qpfc attend?
Kyle Trautmann, Qpfc holds Bachelor, Communications from Azusa Pacific University.
What skills is Kyle Trautmann, Qpfc known for?
Kyle Trautmann, Qpfc is listed with skills including Sales, Retirement Planning, Crm, 401K, Customer Service, Management, Qualified Retirement Plans, and Retirement.
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