Kyle Smith is an experienced finance professional currently serving as an Agency Supervisory Officer at uFinancial Group since March 2021. Previously, Kyle held the position of Assistant Vice President at CampusDoor and worked at TD Ameritrade as a Financial Consultant and Senior Resource Desk Specialist, providing essential support to financial advisors and resolving client inquiries. Kyle’s background also includes roles at Scottrade as a Client Account Specialist, at the Pennsylvania Higher Education Assistance Agency as a Client Relationship Manager, and as a Paraplanner at Capital View Wealth Management. Kyle earned a Master of Business Administration from Shippensburg University of Pennsylvania in 2018 and a Bachelor's degree in Financial Planning and Services from the same institution in 2012.
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