Kyle Bergquist Email & Phone Number

West Hartford, Connecticut, United States

Lead business intelligence projects for internal and external clients • Manage a team of 4 data specialists who normalize and display key performance indicators.• Participate in weekly Leadership Team meetings, leading the data review.• Oversee business intelligence jumbotron client projects via Fireproof Performance.• Perform custom business analyses to identify operational opportunities within the firm.

Glastonbury, Connecticut, United States

Led Day-to-Day Operations as EOS Integrator within Parameters set by the CEO / EOS Visionary• Participated in weekly Leadership Team meetings, led sessions when Fireproof had conflicts.• Prepared and co-presented (with CEO) quarterly State of the Firm addresses.• Held weekly one-on-ones with team leaders to identify challenges and improve operations.• Recommended and set quarterly goals with team leaders, set firm and team 1-year goals.Implemented Business Intelligence… Show more Led Day-to-Day Operations as EOS Integrator within Parameters set by the CEO / EOS Visionary• Participated in weekly Leadership Team meetings, led sessions when Fireproof had conflicts.• Prepared and co-presented (with CEO) quarterly State of the Firm addresses.• Held weekly one-on-ones with team leaders to identify challenges and improve operations.• Recommended and set quarterly goals with team leaders, set firm and team 1-year goals.Implemented Business Intelligence Platform• Integrated Domo as the presentation layer of the firm’s existing technology stack.• Identified KPIs for legal teams, marketing, and finance.• Built Dashboards and Cards that automatically tracked KPIs, 10-year goals, and other metrics.• Performed one-off analyses to investigate and resolve specific operational issues.Oversaw Finance, Operations, Human Resources, Sales, IT, and Facilities• Developed a financial plan to achieve the firm’s 3-year goals.• Forecasted annual revenue based on inventory and historic performance of the legal team.• Participated in income tax planning with the owners and tax attorney to manage firm cash flow.• Built cash flow and profitability projections for new Medical Malpractice team.• Initiated pilot programs with Arctrieval and ZipLiens to improve legal workflow.• Managed the rollout of new features (many based on AI) in LeadDocket, Filevine, Case Status.• Updated workflow and built consensus on improved steps from settlement to disbursement.• Coached the Sales team (Reception, Intake) on in-call objectives and scripts.• Monitored the expansion of marketing into new media channels.• Primary contact for the IT contractor managing the computers, software, and network.• Oversaw the hiring of 7 employees and the termination of 1 employee.• Managed the creation of a formal onboarding and continuing education program using Trainual. Show less

• Grew annual sales volume from $3 million in 2008 to a peak of $24 million in 2021.• Closed over 700 deals representing more than $197 million in real estate.• Recognized for superior customer service as a Five Star Agent 8 times from 2013 onward.• Analyzed and monitored competitive dynamics of local real estate markets.• Positioned the business to capitalize on our backgrounds and business experience.• Managed individual timelines for up to 25 simultaneous buyer/seller… Show more • Grew annual sales volume from $3 million in 2008 to a peak of $24 million in 2021.• Closed over 700 deals representing more than $197 million in real estate.• Recognized for superior customer service as a Five Star Agent 8 times from 2013 onward.• Analyzed and monitored competitive dynamics of local real estate markets.• Positioned the business to capitalize on our backgrounds and business experience.• Managed individual timelines for up to 25 simultaneous buyer/seller clients, including collaborations with attorneys, lenders, and other subject matter professionals.• Built analytical model of MLS contract data to identify market trends as they happened rather than months later once the deals closed; advised clients based on model insights.• Shared market insights via 782 posts on the Greater Hartford Real Estate Blog website and 122 editions of hyperlocal direct mail newsletters targeting the West End and West Hartford Center. Show less

Senior Analyst: December 2006 - February 2009Hedge Fund Analyst: June 2004 - December 2006• Formalized operations of an existing fund of hedge funds run on behalf of high-net-worth clients.• Built models to analyze manager performance, attribution, and tax efficiency by strategy.• Developed template for quarterly letter, analyzed data, and wrote the manager commentary.• Interviewed and evaluated hedge fund managers; part of the investment team that decided which managers… Show more Senior Analyst: December 2006 - February 2009Hedge Fund Analyst: June 2004 - December 2006• Formalized operations of an existing fund of hedge funds run on behalf of high-net-worth clients.• Built models to analyze manager performance, attribution, and tax efficiency by strategy.• Developed template for quarterly letter, analyzed data, and wrote the manager commentary.• Interviewed and evaluated hedge fund managers; part of the investment team that decided which managers were added to, and removed from, the fund.• Analyzed and recommended non-hedge fund investment opportunities, both public and private.• Consulted with management team of client’s family business. Show less

Marlborough, Ma

Product Manager: December 2001 - July 2002Quality Assurance Manager: December 2000 - December 2001Software Engineer: June 1999 - December 2000• Repositioned AssureAccess using a marketing plan, sales collateral, and analyst presentations.• Built and managed a quality assurance team of 5 members supporting the AssureAccess product.• Represented the company and product as a technical expert for sales meetings, industry conferences, collaborations, support calls, and… Show more Product Manager: December 2001 - July 2002Quality Assurance Manager: December 2000 - December 2001Software Engineer: June 1999 - December 2000• Repositioned AssureAccess using a marketing plan, sales collateral, and analyst presentations.• Built and managed a quality assurance team of 5 members supporting the AssureAccess product.• Represented the company and product as a technical expert for sales meetings, industry conferences, collaborations, support calls, and on-site implementations. Show less

Chartered Financial Analyst (Cfa) Designation

Master Of Business Administration - Mba

Ms, Physics

Activities and Societies: Society of Physics Students (President), Sigma Pi Sigma

Ba, Physics, Summa Cum Laude

Activities and Societies: Phi Beta Kappa, Marching/Pep Band