Kyle Soucy, Cfp® Email and Phone Number
Kyle Soucy, Cfp® work email
- Valid
- Valid
- Valid
- Valid
Kyle Soucy, Cfp® personal email
***Private Equity/Debt Raises of $10 million+******CRE Private Equity/Debt Raises $20 million+******M&A, Restructuring & IPO Advisory***For the past several years, I’ve helped financial advisors grow their client base by helping them market and strategize financial plans for their clients. Now, I’m helping my clients do the same by providing top of the line service by introducing them to best practices and strategies that I’ve learned from working with 500+ financial advisors throughout my career. I specialize in:1. Company 401(k) Plans2. Financial Planning 3. Private Equity/Venture Capital4. Tax-Efficient Investments5. Asset Management
Onitus Insurance Agency, Llc
View- Website:
- onituscapital.com
- Employees:
- 1
-
PrincipalOnitus Insurance Agency, LlcNewport Beach, Ca, Us
-
Managing Member & Chief Compliance OfficerOnitus Capital, Llc Jun 2022 - PresentNewport Beach, California, Us- Build custom portfolios tailored to client's financial goals- Construct and manage company retirement plans and provide ongoing educational resources to keep plan participants engaged- Provide advisory services on a variety of alternative investments for high net worth individuals including but not limited to hedge funds, private equity funds, venture capital funds, 1031 exchange DST's and qualified opportunity zone funds
-
PrincipalOnitus Insurance Agency, Llc Apr 2023 - PresentNewport Beach, California, Us- Design custom insurance strategies to protect individuals and businesses- Provide group health benefits to companies -
Managing DirectorDelmorgan & Co. Apr 2022 - PresentSanta Monica, Ca, UsGlobal Investment Bank with $300 billion+ in successfully completed transactions. $10 million+ Private Equity/Debt Raises$20 million+ Commercial Real Estate Private Equity/Debt RaisesSpecialize in:- Capital Raising- M&A Acquisitions & Divestures- Shareholder Relations/Hostile Defense/Unsolicited Takeovers- Strategic Financial Advise & Restructuring- Special Committee Advisor- Fairness/Valuations Opinions -
Co-Executive ProducerKharisma Entertainment Apr 2022 - Present***Currently seeking funding***- Consulting Producer for a movie project- Assisting the Executive Producer with reviewing budget, financials and other miscellaneous tasks- Small role in the film
-
Private Equity Sales | Wealth Management AdvisorPaulson Investment Company, Llc Aug 2020 - Apr 2022Lake Oswego, Oregon, Us- Provided accredited investors exclusive access to unique private investment opportunities- Offered full service financial planning, access to top asset managers and tools to help you identify the best investment approach based on your financial goals- Helped companies design and manage their 401(k) plans -
Regional Vice President (External Wholesaler)Donoghue Forlines Sep 2018 - Jul 2020Boston, Ma, Us- Consulted one on one with advisors to help them identify and recommend various investment strategies based upon their client’s investment objectives - Presented in front of audiences of 100+ financial advisors on a variety of topics i.e. Behavioral Finance, UMA Pairing Concepts, Products, etc.- Teamed up with internal partner in order to proactively identify, cultivate and maintain advisor relationships- Collaborated with key accounts to build presence of the firm in territory -
Internal Sales Consultant (Internal Wholesaler)Donoghue Forlines Oct 2017 - Sep 2018Boston, Ma, Us- Collaborated with Regional Vice Presidents (Externals) in order to proactively identify, cultivate and maintain advisor relationships- Worked closely with the Director of Internal Sales & Client Service to effectively and efficiently build out the CRM- Traveled to various locations, primarily in New England to present the firm’s strategies to advisor groups- Consulted one on one with advisors to help them identify various investment strategies based upon their client’s investment objectives
-
Advisor Services Consultant (Internal Wholesaler)Symmetry Partners, Llc Aug 2016 - Sep 2017Glastonbury, Ct, Us- Collaborated with a Regional Business Consultant (External) in order to proactively identify, cultivate and maintain advisor relationships- Initiated and maintained sales and service relationship with advisors to promote stronger client relationships- Provided the highest quality services by coordinating the resolution of problems and providing requested communications- Conducted product/sales educational events through individual and group training sessions, seminars and workshops- Completed special assignments: Due diligence meetings, conferences, developing relationships with designated client home office personnel -
Advisor Services Associate (Internal Wholesaler)Symmetry Partners, Llc Jun 2015 - Jul 2016Glastonbury, Ct, Us- Educated financial advisors on Symmetry's unique investment philosophy - Informed financial advisors of marketing materials to help target, acquire and retain clients- Presented educational PowerPoint's to educate advisors how to effectively and efficiently grow their book of business- Actively participated in group meetings to work efficiently as a team- Created portfolio analyses and presentations for client's statements using MorningStar and Excel software- Created hypothetical illustrations for a growth of a dollar with Excel to show the value of Symmetry's investments
-
Portfolio Analyst InternSymmetry Partners, Llc May 2014 - May 2015Glastonbury, Ct, Us- Created portfolio analyses and presentations for client's statements using MorningStar and Excel software- Organized and printed marketing documents and shipment labels- Worked with the internal sales and marketing team on miscellaneous projects
-
ForemanAlan Soucy Home Improvement Jun 2011 - May 2014- Led a group of 5 workers to complete various tasks, including roofing, siding, and interior finish work- Worked under time and environmental pressures- Taught skills and concepts to others
Kyle Soucy, Cfp® Skills
Kyle Soucy, Cfp® Education Details
-
University Of ConnecticutEconomics -
College For Financial PlanningFinancial Planning And Services
Frequently Asked Questions about Kyle Soucy, Cfp®
What company does Kyle Soucy, Cfp® work for?
Kyle Soucy, Cfp® works for Onitus Insurance Agency, Llc
What is Kyle Soucy, Cfp®'s role at the current company?
Kyle Soucy, Cfp®'s current role is Principal.
What is Kyle Soucy, Cfp®'s email address?
Kyle Soucy, Cfp®'s email address is ks****@****nco.com
What schools did Kyle Soucy, Cfp® attend?
Kyle Soucy, Cfp® attended University Of Connecticut, College For Financial Planning.
What are some of Kyle Soucy, Cfp®'s interests?
Kyle Soucy, Cfp® has interest in Social Services, Investments, Snowboarding, Gym, Economy, Skydiving And Traveling, Stock Market, Carpentry, Wakeboarding.
What skills is Kyle Soucy, Cfp® known for?
Kyle Soucy, Cfp® has skills like Microsoft Excel, Microsoft Word, Powerpoint, Mutual Funds, Investments, Portfolio Management, Financial Services, Zephyr, Morningstar, Leadership, Wealth Management, Public Speaking.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
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.
Start your free trial