FusionIQ
Kyle Healy has diverse work experience spanning from 2014 to 2023. Kyle has worked in various fields, including finance, military, and fitness. Their most recent position is at FusionIQ, where they serve as the Managing Director of Operations and Client Experience since May 2023. Before this, they were the Head of the Digital Platform and Trading team at IQvestment LLC from January 2021 to June 2023. Kyle worked at Fidelity Investments as a Brokerage Client Experience Operations Representative for Mutual Funds from July to December 2020. From 2017 to 2020, they worked in the military as an Assistant Brigade Fire Support Officer and Manager of fire support targeting operations. Additionally, they worked as a personal trainer at Equinox in 2016 and gained intern experience in various finance-related positions.
Kyle Healy graduated from Boston College High School in 2012. Kyle then pursued a Bachelor's Degree in Applied Accounting and Finance with a 2nd Concentration in Value Investing from Fordham University, which they completed in 2016. In 2015, Kyle obtained certification in Bloomberg Equity Essentials.
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FusionIQ
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FusionIQ makes it easy for financial advisors and institutions to become digital wealth leaders. The intuitive, all-in-one FusionIQ One platform has four easy to implement modules – Digital Advice, Self-Directed, Digital Model Marketplace, and finTAMP – making digital transformation hassle free. FusionIQ One’s simple, pay as you grow approach, makes it easy for credit unions, banks, portfolio managers, and investment dealers to scale and win. Deliver the digital experience your clients and advisors want and get the workflows and process automations you need to grow. With white label integrations complete in as little as six weeks, it’s easy to see why FusionIQ’s integrated multi-custodian platform is quickly becoming the digital solution of choice for advisors and institutions.