Central Operations Associate
Kyle is a member of the Central Operations Department at Beacon Pointe and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include preparing client account paperwork, executing account maintenance tasks, and maintaining and updating client files utilizing internal systems and portfolio management databases. Prior to joining Beacon Pointe, Kyle worked as a mortgage loan processor for Newrez. Outside of the office, Kyle enjoys playing golf, rock climbing, and hiking.