Kyle Nelson

Kyle Nelson

Sr. Financial Planner | Centralized Planning
Indianapolis, Indiana, United States

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Work Experience

Charles Schwab

Sr. Financial Planner | Centralized Planning

2023-05-01 - Present

Barrett & Stokely

Leasing Consultant

2015-10-01 - 2016-04-01

Vanguard

Processing Associate

2013-06-01 - 2015-07-01

RE/MAX

REALTOR

2012-06-01 - 2013-02-01

Indiana University

Indiana University Athletics Intern

2009-12-01 - 2010-05-01

Saint Charles Catholic School

Head Swim Coach

2009-12-01 - 2012-03-01

Jeanne Walters Real Estate

Realtor; Assistant Property Manager Rental Manager

2008-08-01 - 2011-12-01

Munster Parks and Recreation

Lifeguard

2006-05-01 - 2010-08-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services mutual fund clearing services banks & credit unions financial advising financial services investing

Languages

English