kyle hercher
investments operations supervisor
About
High-bandwidth investment professional with demonstrated leadership in team environments.
united states
denver
financial services
leadership, financial services, investment advisory, financial modeling, financial analysis, marketing, business planning, asset management, business strategy, investment management, microsoft office, powerpoint, microsoft excel, strategic partnerships, organizational development, client relations, spanish, series 65, organizational culture, prospecting skills, accountability, teamwork, coaching and mentoring, networking, executive level communication, business process improvement, operations management, interpersonal communication, investment strategies, asset allocation, alternative investments, investment advisory services, growth management, team leadership, operational efficiency, client prospecting, private placements, process efficiency, institutional investments, wealth management, excel, customer service, microsoft word
Experience
intern
james alpha management llc
intern
rbc wealth management
associate portfolio manager
johnson financial group, llc
investments operations supervisor
johnson financial group
Education
heritage high school
university of denver - daniels college of business
business
International Business/Finance, Business at University of Denver - Daniels College of Business
university of denver
international business
Bachelor of Science (BS), Finance & International Business at University of Denver
kyle hercher's Contact Information
Phone
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