Kyle Garguilo is an experienced Client Services professional with a strong background in the financial services industry. They have honed their skills in Microsoft Word, insurance claims, and leadership through a series of roles, including their current position as a Senior Associate in Wealth Management at Baker Tilly US. Previously, Kyle held positions at Fortis Lux Financial, E*TRADE, New York Life Insurance Company, and completed internships at Morgan Stanley and The Hartford. Kyle earned a Bachelor's degree in Finance from Syracuse University's Martin J. Whitman School of Management.
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