Kyle Winkfield is a high-skilled expert, who works in Finley Alexander Wealth Management on the position of President from 2019. Kyle Winkfield has earned professional experience in more than eight positions at various companies. Kyle Winkfield went to the University of Maryland and was studying there from 1998 to 2000. Washington, DC is the area, where this professional was lastly known to live. Their phone number and email are easily accessed through SoftwareOfficial by request.
Name variants:
Kyle Winkfield
Last updated May 31, 2024
Contact Information
Last Update
Jul 14, 2022
Email
ky**@thetruewealthexperience.com
Location
Washington, DC
Company
Finley Alexander Wealth Management
Workplace
President
Work History
Senior Vice President and Base Shop Leader Triquest
1012 west Beardsley Pl, Salt Lake City, UT 84119
Our mission is to create an environment where our financial advisors have all the resources and tools necessary to support their clients needs in a dynamic economy. Our motto is "Producers h...
Apr 2010 — Jan 2015
Managing Partner
7887 east Belleview Ave SUITE 1100, Englewood, CO 80111
O’Dell, Winkfield, Roseman & Shipp is a distinguished group of advisors who have had the privilege of working extensively with many prominent groups and individuals in the areas of Wealth Ma...
from Jan 2015
Senior Loan Officer and Branch Manager
Market/ originate residential and commercial loans. What made my approach unique is that I taught my clients how to use their mortgage as financial tool--leverage to help turbo charge their ...
Jan 2004 — Oct 2007
Vice President
The objective of ACFA was to educate and equip college bound students and their parents with the right resources to help pay for college with the least impact to their overall financial posi...
Jan 2003 — Jul 2007
Education
1998 — 2000
1996 — 1998
Occupations
Executive
Chairperson
Accountant
Finance and Accounting Specialist
Senior Vice President
Leader
Producer
Advisor
Chief Executive
Accounting Bookkeeper
Bookkeeper
Vice President
Managers
Skills
Retirement Planning
Retirement
Term Life Insurance
Strategic Financial Planning
Leadership
Finance
Iras
Mortgage Lending
Small Business
Financial Advisory
Wealth
Life Insurance
Estate Planning
Financial Planning
Long Term Care
Disability Insurance
Wealth Management
Marketing
Financial Services
Insurance
Investments
Strategy
Financial Planners
Health Insurance
Employee Benefits
Mutual Funds
Fixed Annuities
Brokers
FAQs about Kyle Winkfield
What's the main profession of Kyle Winkfield?
The expert is a President.
What are the main profession of Kyle?
These person's professions are Executive and Chairperson
Where does Kyle Winkfield currently live?
The professional currently lives in Washington, DC.
Does the professional have the email address?
ky**@thetruewealthexperience.com is Kyle Winkfield's email address.
Where did Kyle Winkfield work?
Kyle Winkfield worked at Finley Alexander Wealth Management, Triquest.
Where has Kyle Winkfield studied?
Kyle studied at the University of Maryland from 1998 to 2000.
What is the industry that Kyle Winkfield is connected to?
This person works in Financial Services industry.
Are there any skills Kyle Winkfield has?
Kyle Winkfield has such skills as Retirement Planning, Retirement, Term Life Insurance, Strategic Financial Planning, Leadership, Finance, Iras, Mortgage Lending, and Small Business.