Kyle Lavelle Email and Phone Number
Kyle Lavelle work email
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Kyle Lavelle personal email
Underwriter with experience in underwriting for Executive Liability within the Financial Institutions and Private/Non-Profit industries. Three years of experience in the public accounting, engaging in year-end audits of over 100 mutual and hedge funds with various types of investment strategies, totaling over $5 billion in net assets. Graduated Ohio University in December 2016 with 150 credit hours and a sales certificate from the Ralph and Luci Schey Sales Centre, one of the top sales programs in the country.
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Assistant Vice President, Financial InstitutionsQbe North AmericaChicago, Il, Us -
Senior UnderwriterChubb Nov 2021 - PresentChicago, Illinois, United States -
UnderwriterAig Jul 2019 - Oct 2021Cleveland, Ohio -
Staff AccountantCohen & Company Sep 2017 - Mar 2019Cleveland/Akron, Ohio Area• Engaged in year-end audits of over 100 mutual funds and hedge funds within multiple trusts with net assets totaling over $5 billion• Led engagement team during planning stages of the audits, including facilitating inquiries of management, performing preliminary data analytics, and reviewing SEC filings for proper compliance• Utilized Excel formulas and tables to efficiently assess accounts that were high-risk for misstatement within the funds• Reviewed each fund’s financial statements, ensuring values and disclosures were appropriate relative to SEC regulations as well as the fund’s investment strategy -
Cfas InternCohen & Company May 2016 - May 2017Cleveland/Akron, Ohio Area
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Student LeaderOu Central Foods Sep 2014 - Feb 2016Ohio University• Responsible for quality assurance for all food distributed to Ohio University and its branch campuses• Interacted with coworkers to accomplish given tasks• Worked in an environment where teamwork is essential for meeting daily preparation targets
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Wealth Management InternBudros, Ruhlin & Roe, Inc. May 2015 - Aug 2015Columbus, Ohio Area• Assisted three wealth management teams with daily tasks involving interactions with clients, accountants, insurance agents, and lawyers• Attended various types of meetings for high-wealth clients and Senior Wealth Managers including cash flows, insurance reviews, retirement, and estate planning meetings• Learned the importance of a globally diversified investment portfolio and how to properly prepare for retirement
Kyle Lavelle Skills
Kyle Lavelle Education Details
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Accounting And Business Law
Frequently Asked Questions about Kyle Lavelle
What company does Kyle Lavelle work for?
Kyle Lavelle works for Qbe North America
What is Kyle Lavelle's role at the current company?
Kyle Lavelle's current role is Assistant Vice President, Financial Institutions.
What is Kyle Lavelle's email address?
Kyle Lavelle's email address is ky****@****aig.com
What schools did Kyle Lavelle attend?
Kyle Lavelle attended Ohio University.
What skills is Kyle Lavelle known for?
Kyle Lavelle has skills like Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Powerpoint, Public Speaking, Critical Thinking, Leadership, Social Media, Sales, Accounting.
Who are Kyle Lavelle's colleagues?
Kyle Lavelle's colleagues are Donna Davis, Benjamin Caldwell, Acas, Dulce Clark, Lindsey Shine Lawrence, Ron Williams, Quin Smith, Mark Jason Esgana.
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Kyle Lavelle
Active Communicator For The Development Of Stronger RelationshipsSan Antonio, Texas Metropolitan Area4yahoo.com, gmail.com, txstate.edu, nationwidepharmaceutical.com -
Kyle LaVelle
Environmental Management And Science Professional | International Development | Systems ThinkingSt Louis, Mo -
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