Sarah Kyle

Wealth Manager at Annex Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Languages
  • English -

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Bio

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Experience

  • Annex Wealth Management
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Wealth Manager
      • Mar 2022 - Present

  • NL Investments
    • Director of Equity Trading
      • Jul 2020 - Apr 2022

  • BMO Wealth Management - U.S.
    • United States
    • Financial Services
    • 300 - 400 Employee
    • Director, Private Wealth Advisor
      • Jun 2019 - Aug 2020

      As a Private Wealth Advisor, I serve as lead advisor and relationship manager to high net worth individuals, families and organizations, including closely-held family owned businesses. As a Private Wealth Advisor, I serve as lead advisor and relationship manager to high net worth individuals, families and organizations, including closely-held family owned businesses.

  • TIAA
    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth Management Advisor
      • Feb 2017 - Jun 2019

  • Woodfield Trading Partners
    • Hartland, WI
    • President
      • Sep 2008 - Jan 2017

  • Baird
    • United States
    • Financial Services
    • 700 & Above Employee
    • Director, Institutional Equity Trading
      • Apr 1995 - Aug 2008

Education

  • Marquette University
    BBA in Finance
  • University of Colorado Boulder

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