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Kyle Watson Email & Phone Number
Financial Planner
at
Mercer Advisors
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planner
Location
Loveland, Ohio, United States
Company size
Who is Kyle Watson? Overview
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Quick answer
Kyle Watson is listed as Financial Planner at Mercer Advisors, a with 1256 employees, based in Loveland, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Kyle Watson.
Kyle Watson previously worked as Venture Capital Investment Analyst at Redhawk Ventures and Treasurer at Miami University Club Clay Shooting Team. Kyle Watson holds Master Of Accountancy, Accounting from Miami University.
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Email format at Mercer Advisors
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Mercer Advisors
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Profile bio
About Kyle Watson
I am a sophomore at Miami University's Farmer School of Business studying to earn my Bachelor's of Science in Business with a double major in Finance and Accounting. I'm a strong student with an immense appetite to learn and gain hands-on experience in the business world.My hard work doesn't just stop in the classroom, however, as I am involved with different student organizations in order to gain applicable experience in business. One of these organizations is RedHawk Ventures, which is an entirely student-run venture capital fund. I have learned much about venture capital, conducting due diligence, and investing in the entrepreneurs and startups that our organization works with. Furthermore, being a part of this organization has immensely strengthened my analytical and communication skills through real-world business interactions that I encounter as an analyst on the fund. On top of this, I am the treasurer of the Miami University Club Clay Shooting Team, which has been a great experience as I have been able to sharpen skills such as creating budgets, managing financial statements, and even conducting audits of the organization's finances. I also sit on the executive board of the team, and I am proud to be a part of the major changes that are being made to make the program a competitive team, and not just a club anymore.I also had the opportunity to be in the wealth management cohort of an organization called Tigers Incorporated. Here I got to experience every financial aspect of running a business from filing taxes to presenting its financial status to an overseeing board. Perhaps the crown jewel of the experience was the asset management side of it, particularly managing the Tiger Portfolio. The Tiger Portfolio was the first entirely student-run portfolio at the high school level, and I am pleased to be able to say that the Tiger Portfolio outperformed the market and even some professionally run funds during the period that I helped manage it.I look forward to continuing to grow and learn in the classroom, professional world, and in life. If you have any questions about myself, my experiences, or what attributes I can bring to your organization, please don't hesitate to reach out to me at watsonkf@miamioh.edu.
Current workplace
Kyle Watson's current company
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Mercer Advisors
6 roles
Kyle Watson work experience
A career timeline built from the work history available for this profile.
Venture Capital Investment Analyst
Conducts due diligence on startups for potential investments from our $500,000 venture capital fund. Creating strategic partnerships with Miami's ASPIRE arm, 1808 capital, and The Lee and Rosemary Fisher Innovation College@Elm to further innovation and creativity initiatives not only at Miami University, but in surrounding communities.
Treasurer
Miami University Club Clay Shooting Team
As treasurer, I complete the team's budgeting, funding, expenditure applications, and internal audits. I am also managing its finances, procurements, and assets that total over $10,000. I sit on the team's executive leadership board and help advise the vice president and president in making decisions for the organization and in recruitment. I have also received training on interpersonal skills to aid my teammates in the transition from high school to college and then from college to the professional workplace.
Accounting & Finance Intern
Worked with the Accounts Receivable and Credit departments doing things such as creating an end-of-month roll forward, as well as managing B2B credit customers.
May 2024 - Aug 2024
Assembler
Assembled chemical dispensers for a wide variety of customers. Helped train almost 15 new temps and employees. I was selected as Kaizen award winner for my dedication to continuous facility improvement for workplace safety and employee satisfaction.
May 2023 - Aug 2023
Portfolio Manager
Managed the Tiger Investment Portfolio, the first investment portfolio at the high school level and also managed all other financial assets. Fundraised thousands for the organization (which is 501C3 certified), handled its financial statements, and filed taxes. Prepared and delivered presentations to the organization's board about it's financial status. Networked and worked with local professionals on all aspects of running a business.
Jan 2022 - May 2022
Team & coworkers
Colleagues at Mercer Advisors
Other employees you can reach at merceradvisors.com. View company contacts for 1256 employees →
AD
Annemieke Dobbelaere
Colleague at Mercer AdvisorsGhent Metropolitan Area, Belgium
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CP
Colton Petty, Cfp®
Colleague at Mercer AdvisorsNewport Beach, California, United States
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KD
Kevin Dillon, Cfp®, Crpc®
Colleague at Mercer AdvisorsGreater Philadelphia, United States
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SS
Selena Singleton
Colleague at Mercer AdvisorsSavannah, Georgia, United States
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TW
Terri Wodka
Colleague at Mercer AdvisorsUnited States
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JV
Jessica Villarin
Colleague at Mercer AdvisorsSan Diego, California, United States
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EK
Eunice Kim, Mba, Cima®, Cfp®
Colleague at Mercer AdvisorsFullerton, California, United States
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DM
David Maniola, Cpa
Colleague at Mercer AdvisorsCincinnati Metropolitan Area, United States
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ES
Emily Sipes, Cfp®
Colleague at Mercer AdvisorsGreater Cleveland, United States
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TF
Tim Forest
Colleague at Mercer AdvisorsSan Francisco, California, United States
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Annemieke Dobbelaere
Colleague at Mercer AdvisorsGhent Metropolitan Area, Belgium
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CP
Colton Petty, Cfp®
Colleague at Mercer AdvisorsNewport Beach, California, United States
View →
KD
Kevin Dillon, Cfp®, Crpc®
Colleague at Mercer AdvisorsGreater Philadelphia, United States
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SS
Selena Singleton
Colleague at Mercer AdvisorsSavannah, Georgia, United States
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TW
Terri Wodka
Colleague at Mercer AdvisorsUnited States
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JV
Jessica Villarin
Colleague at Mercer AdvisorsSan Diego, California, United States
View →
EK
Eunice Kim, Mba, Cima®, Cfp®
Colleague at Mercer AdvisorsFullerton, California, United States
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DM
David Maniola, Cpa
Colleague at Mercer AdvisorsCincinnati Metropolitan Area, United States
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ES
Emily Sipes, Cfp®
Colleague at Mercer AdvisorsGreater Cleveland, United States
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TF
Tim Forest
Colleague at Mercer AdvisorsSan Francisco, California, United States
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3 education records
Kyle Watson education
Master Of Accountancy, Accounting
Bachelor'S Degree, Accounting And Finance, Sophmore
High School Diploma, Honors/Regents High School/Secondary Diploma Program
Loveland High School
FAQ
Frequently asked questions about Kyle Watson
Quick answers generated from the profile data available on this page.
What company does Kyle Watson work for?
Kyle Watson works for Mercer Advisors.
What is Kyle Watson's role at Mercer Advisors?
Kyle Watson is listed as Financial Planner at Mercer Advisors.
Where is Kyle Watson based?
Kyle Watson is based in Loveland, Ohio, United States while working with Mercer Advisors.
What companies has Kyle Watson worked for?
Kyle Watson has worked for Mercer Advisors, Redhawk Ventures, Miami University Club Clay Shooting Team, Cleveland-Cliffs, and Hydro, A Psg Brand.
Who are Kyle Watson's colleagues at Mercer Advisors?
Kyle Watson's colleagues at Mercer Advisors include Annemieke Dobbelaere, Colton Petty, Cfp®, Kevin Dillon, Cfp®, Crpc®, Selena Singleton, and Terri Wodka.
How can I contact Kyle Watson?
You can use AeroLeads to view verified contact signals for Kyle Watson at Mercer Advisors, including work email, phone, and LinkedIn data when available.
What schools did Kyle Watson attend?
Kyle Watson holds Master Of Accountancy, Accounting from Miami University.
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