Manager, Retirement Plan Operations
Kyle joined the Pensionmark team in 2014, and currently serves as an Advisor Relations Manager. In this position, he focuses on supporting the network of advisors from their initial introduction to the Pensionmark and throughout their affiliation. Kyle’s scope of work includes onboarding new advisor affiliates, conducting Pensionmark infrastructure training to new and current advisors, managing the internal Sales Desk, assisting in investment due diligence reporting, and providing excellent relationship management skills to the network of advisors.
Kyle graduated from the University of California at Santa Barbara where he received a Bachelor of Arts degree in Economics. During his time at UCSB, Kyle, was a part of the Accounting Association and the Finance Connection. Kyle is currently Life and Health Insurance licensed and also holds his Series 6 Securities registration.