Kyle Esterbrook
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Kyle Esterbrook Email & Phone Number

Assistant Lacrosse Coach at The Episcopal Academy
Location: Greater Philadelphia, United States, United States 11 work roles 2 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Assistant Lacrosse Coach
Location
Greater Philadelphia, United States, United States
Company size

Who is Kyle Esterbrook? Overview

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Quick answer

Kyle Esterbrook is listed as Assistant Lacrosse Coach at The Episcopal Academy, a company with 362 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a matched LinkedIn profile for Kyle Esterbrook.

Kyle Esterbrook previously worked as CEO of Goalie Lama at Goalie Lama Llc and Senior Program Leader, Institutional Division at Vanguard. Kyle Esterbrook holds Bachelor Degrees, Finance | Business Administration | Political Science from Cabrini University.

Company email context

Email format at The Episcopal Academy

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The Episcopal Academy

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Profile bio

About Kyle Esterbrook

As a strategic and operational leader with 20 years of experience in financial services, I have deep expertise in leading client services, simplifying and managing complex regulatory and operational environments, optimizing processes and technology, and driving growth and peak performance for individuals, teams, and business units. I have applied Agile, Lean, and Design Thinking to deliver large-scale initiatives that aligned with strategy and improved competitive positioning. My strengths include mobilizing teams around a meaningful purpose, solving knotty problems, owning programs/projects from end to end, and coaching others to embrace change and deliver exceptional outcomes in entrepreneurial, transformational, and operational business units. CORE CAPABILITIES• Strategic thinking and stakeholder alignment• Business unit transformation and optimization• Business case ROIs, prioritization, budgets/resources• Project/program, change, and risk management• Compliance, broker-dealer, and 401(k) operations• Process improvement and change management • People leadership, coaching, and development• Relationships, partnerships, and vendor management• Persuasion, influence, collaboration, and coaching• Financial planning; Nonprofit board certification

Current workplace

Kyle Esterbrook's current company

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The Episcopal Academy
The Episcopal Academy
Assistant Lacrosse Coach
Philadelphia, PA, US
Employees
362
AeroLeads page
11 roles

Kyle Esterbrook work experience

A career timeline built from the work history available for this profile.

Ceo Of Goalie Lama

Goalie Lama Llc

Philadelphia, PA, US

Senior Program Leader, Institutional Division

Current

Malvern, Pennsylvania, United States

  • Led cross-functional teams to implement large-scale strategic projects within tight deadlines.
  • Partnered with an external consulting firm to drive new growth by implementing a new business model that overhauled institutional recordkeeping services for plan sponsors and consultants.
Jul 2022 - Present

Senior Program Consultant, Institutional Division

Malvern, PA

Served on a small team created to drive multiple transformational efforts to reshape the institutional business by eliminating inefficiencies and reducing costs to improve plan sponsor, consultant, and participant experiences.

Feb 2020 - Jul 2022

Retail Brokerage Oversight & Control Manager, Retail Brokerage Operations Division

Malvern, PA

  • Led a team of 25 crew that delivered a wide array of regulatory client communications, including monthly brokerage statements, periodic notices, and annual tax forms.
  • Executed a multi-year automation program that improved client communications processes, thus decreasing volumes by 75%, avoiding 20 new FTE hires, and avoiding multimillion dollars in expenses.
  • Saved close to $1 million through multiple continuous improvement cycles by supporting the infusion of Agile and Lean methodologies across business lines.
Mar 2017 - Feb 2020

Retail Operations Manager, Retail Brokerage Operations Division

Malvern, PA

  • Led a team of 55 crew members and contractors across 5 distinct business units. Implemented large-scale projects with tight deadlines and increased the engagement score from 2.34 to 4.24 (out of 5).
  • Spearheaded the first #GoDigital technology platform ($2+ million spend), which enhanced crew and client access to historical data, shifted clients’ behavior toward online, and decreased call volumes by 60%.
  • Transformed the Returned from Post Office (RPO) removal process by expanding crew and client capabilities, which reduced mailed address change volumes by 85% and saved 9,700 processing hours, nearly eliminating the.
Feb 2013 - Feb 2017

Vendor & Resolution Services Leader, Education Savings Division

Malvern, PA

  • Led a hybrid team of 7 administrators responsible for client resolution and oversight. Coached and developed client-facing crew who tailored Vanguard products to meet clients’ educational savings needs.
  • Redesigned the resolution services unit by creating a new service model with single case ownership and point of contact resolution with the 3rd-party recordkeeper. The new model reduced cycle time by 38% and increased.
  • Managed the business relationship with the recordkeeping vendor (Upromise) to ensure a streamlined experience for crew and clients; handled plan design changes and technology elevations.
Nov 2010 - Jan 2013

Education Team Leader, Education Savings Division

Malvern, PA

Led, coached, and developed a multi-site call center with 10 education relationship specialists supporting a $10 billion AUM 529 business across 6 full-service state plans.

Nov 2008 - Oct 2010

Small Business Services Senior Administrator, Retirement Plans Division

Malvern, PA

Selected to lead and administer plan rule guidance for complex retirement plans: SEP IRAs, Simple IRAs, Money Purchase Pension Plans (Keoghs), Profit Sharing Plans, and Individual 401k and 403b plans.

Apr 2005 - Oct 2008

Education Relationship Specialist, Education Savings Division

Jan 2005 - Mar 2005

Client Relationship Specialist, Retail Division

Sep 2004 - Dec 2004
2 education records

Kyle Esterbrook education

Bachelor Degrees, Finance | Business Administration | Political Science

FAQ

Frequently asked questions about Kyle Esterbrook

Quick answers generated from the profile data available on this page.

What company does Kyle Esterbrook work for?

Kyle Esterbrook works for The Episcopal Academy.

What is Kyle Esterbrook's role at The Episcopal Academy?

Kyle Esterbrook is listed as Assistant Lacrosse Coach at The Episcopal Academy.

Where is Kyle Esterbrook based?

Kyle Esterbrook is based in Greater Philadelphia, United States, United States while working with The Episcopal Academy.

What companies has Kyle Esterbrook worked for?

Kyle Esterbrook has worked for The Episcopal Academy, Goalie Lama Llc, and Vanguard.

How can I contact Kyle Esterbrook?

You can use AeroLeads to view verified contact signals for Kyle Esterbrook at The Episcopal Academy, including work email, phone, and LinkedIn data when available.

What schools did Kyle Esterbrook attend?

Kyle Esterbrook holds Bachelor Degrees, Finance | Business Administration | Political Science from Cabrini University.

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