Kyle N. is a highly experienced professional in client relationship management within the finance and technology sectors. Currently serving as a Client Advocate at SS&C Technologies since April 2021, Kyle manages relationships with over 25 clients, focusing on client retention and the introduction of software solutions. Previous roles include Assistant Vice President Premium Elite Relationship Manager at Merrill Edge, overseeing a portfolio of 750 client accounts valued at approximately $450 million in assets under management, and various positions at Fidelity Investments, where responsibilities ranged from educating clients on advanced trading strategies to coaching financial representatives. Kyle holds a Bachelor of Science degree in Multi/Interdisciplinary Studies from Florida State University and an Associate of Arts degree in Business Administration and Management from Gulf Coast State College.
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