Sarah Kyle
Wealth Manager at Annex Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Languages
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English -
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Experience
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Annex Wealth Management
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United States
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Investment Management
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100 - 200 Employee
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Wealth Manager
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Mar 2022 - Present
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Director of Equity Trading
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Jul 2020 - Apr 2022
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BMO Wealth Management - U.S.
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United States
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Financial Services
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300 - 400 Employee
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Director, Private Wealth Advisor
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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.
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TIAA
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United States
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Financial Services
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700 & Above Employee
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Wealth Management Advisor
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Feb 2017 - Jun 2019
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Woodfield Trading Partners
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Hartland, WI
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President
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Sep 2008 - Jan 2017
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Baird
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United States
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Financial Services
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700 & Above Employee
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Director, Institutional Equity Trading
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Apr 1995 - Aug 2008
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Education
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Marquette University
BBA in Finance -
University of Colorado Boulder
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