Kyle Najarian is a high-level professional, who works in Fidelity Investments main office of which is in 499. as a Vice President, Senior Relationship Manager from 2019. This expert has earned professional experience in more than five positions at different companies. Kyle Najarian went to the Arizona State University and was studying from 2017 to 2021. Kyle Najarian has the following professional qualifications: Investment Management Consultants Association, License 4768651, Financial Industry Regulatory Authority (Finra), License 4768651, and Investment Management Consultants Association. Irvine, California is the city, where this expert was known to settle. This professional's phone number and email are accessed through this website by request.
Name variants:
Kyle Najarian
Last updated Jun 01, 2024
Contact Information
Workplace
Vice President, Senior Relationship Manager
Boston, MA
Industry
Financial Services
Colleagues
Work History
Vice President, Senior Relationship Manager
245 Summer St, Boston, MA 02210
from Jul 2019
Vp, Ria Senior Advisor Consultant
1555 Peachtree St, Atlanta, GA 30309
Supporting Registered Investment Advisors in Oppenheimer's West territory covering CA, AK, HI, And NV.
from Jun 2015
Ria Regional Consultant
420 Montgomery St, San Francisco, CA 94129
Responsible for generating mutual fund and SMA sales exclusively with Registered Investment Advisor (RIA) firms in the western region of the US, covering 13 states (CA, WA, OR, CO, UT, AZ, N...
Mar 2011 — May 2015
Associate Regional Director
Responsible for working with external partner in generating and maintaining Wells Fargo Advantage mutual fund and SMA sales from financial advisors in Independent regional broker dealer terr...
Jan 2008 — Mar 2011
Business Banking Officer
130 Merchant St, Honolulu, HI 96813
Managed portfolio of small business owners to increase profitability to bank incorporating all product line and business partners. 2007 Top Sales Officer of Maui awarded by Small Business Ad...
Sep 2006 — Dec 2007
Education
2017 — 2021
2015 — 2016
1996 — 2000
1969 — 1974
Occupations
Executive
Vice President
Sales Specialist
Relationship Manager
Accountant
Finance and Accounting Specialist
Senior Advisor
Counselor
Chief Executive
Account Service Manager
Customer Service
Accounting Bookkeeper
Bookkeeper
Advisor
Skills
Mutual Funds
Investments
Portfolio Management
Asset Management
Asset Allocation
Wealth Management
Finance
Financial Planning
Etfs