Kyle Spurgeon is a qualified professional, who works in Aon on the position of Retirement Finance Analyst since 2019. This person has earned professional experience in more than six positions at different companies. Kyle Spurgeon went to the Roosevelt University and got education there from 2015 to 2017. This expert has such professional qualifications as Property & Casualty License, Series 7, and Bloomberg Market Concepts. Beach Park, Illinois is the city, where this expert was lastly known to be located. This expert's email address and phone number are accessed through SoftwareOfficial by request.
Name variants:
Kyle Spurgeon
Last updated May 31, 2024
Contact Information
Last Update
Jul 12, 2022
Email
ks**@scottrade.com
Location
Beach Park, IL
Company
Aon
Workplace
Retirement Finance Analyst
Work History
Retirement Finance Analyst
Liaison between project managers and our offshore finance team to facilitate project, contract & invoice setup is accurately and timely recognized through our legacy system PeopleSoft 9.0
...
from Jan 2019
Account Specialist
IL Property & Casualty License - January 2017
AINS 21 - March 2017
Managing multiple medium/large commercial accounts simultaneously, whilst not losing focus on data management that each ...
Oct 2016 — Jan 2019
Investment Consultant
Saint Louis, MO
Series 7 - June 2016
Use market & professional knowledge to advise walk-in and prospecting clients in any service related activities; deposits, account transfers, trade orders, document fi...
Apr 2016 — Sep 2016
Operations Specialist
222 south Riverside Plz, Chicago, IL 60606
Process and submit any account from contra firm and make sure it is done in a proper and quick manner to suffice the clients’ expectations (ACAT Transfers)
Project coordinator for “Financi...
May 2015 — Apr 2016
Retail Sales Consultant
208 south Akard St, Dallas, TX 75202
Quickly adapted to changes in clientele and business operations
Took on peer leadership role to help bring attention to store needs and continued with peer follow-ups, resulting in excepti...
Oct 2009 — May 2015
Part-Time Associate
Stuart, FL
http://www.kwresearchgroup.com/
Search for C-Suites that may be interested in new job opportunities that match clients’ qualifications
Help grow this start-up recruitment firm and clienta...
2014 — Mar 2015
Education
2015 — 2017
2006 — 2012
2002 — 2006
Occupations
Accountant
Financial Planning Analyst
Executive
Project Managers
Accounts Receivable
Sales Specialist
Account Service Manager
Finance and Accounting Specialist
Accounting Analyst
Financial Analyst
Client Service Officer
Customer Service
Accounting Bookkeeper
Bookkeeper
Skills
Customer Service
Microsoft Office
Team Leadership
Sales
Powerpoint
Customer Experience
Microsoft Excel
Customer Satisfaction
Teamwork
Account Management
Management
Leadership
Microsoft Word
Time Management
Customer Retention
Telecommunications
Direct Sales
Team Building
Social Media
Sales Management
Retail
Marketing
Sales Operations
Solution Selling
FAQs about Kyle Spurgeon
What's the main profession of Kyle Spurgeon?
This professional's job is Retirement Finance Analyst
What jobs is Kyle a professional at?
Kyle Spurgeon is a professional such jobs as Accountant and Financial Planning Analyst.
Where is Kyle Spurgeon located?
The professional is currently located in Beach Park, Illinois.
Does the professional have the email address?
ks**@scottrade.com is Kyle's email address.
Where did Kyle Spurgeon work?
The professional worked at Aon, Aon.
Where has Kyle Spurgeon studied?
Kyle studied at the Roosevelt University from 2015 to 2017.
Are there any certifications Kyle Spurgeon has?
The professional received the following certifications: Property & Casualty License, Series 7, Bloomberg Market Concepts, and Financial Industry Regulatory Authority (Finra).
What is the industry that Kyle Spurgeon is connected to?
Kyle Spurgeon works in Financial Services industry.