Kylie A. Schwartz

Associate Client Service Manager at Halbert Hargrove

Kylie Schwartz is currently an Associate Client Service Manager at Halbert Hargrove, where Kylie oversees administrative and client documentation systems. Previously, Kylie gained experience as a Finance Intern at BJ's Restaurants, Inc., and served as an Executive Vice President at Beach Investment Group managing funds and coordinating investment strategies. Kylie also held the role of Seegers SMIF Portfolio Coordinator at CSULB. Kylie holds a Bachelor of Business Administration in Finance from California State University, Long Beach and an Associate of Science in Business Administration and Management from Los Medanos College.

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Timeline

  • Associate Client Service Manager

    July, 2023 - present