Kyle began his financial services career in 2002. In 2007, he completed the Cannon Fiduciary and Investment Risk Management School, which required three years of study in fiduciary, retirement plan and securities law and regulation, as well as risk management, auditing, trust administration, portfolio management theory and securities operations.
From 2008 to 2017, Kyle worked in trust and investment management compliance. He worked with employees to ensure compliance with laws and regulations, protect client privacy, safeguard information and coordinate business continuity planning.
As Operations Manager, Kyle oversees a team of operations staff responsible for processing all security transactions, new account openings, asset transfers, funds movement and custodial settlement for Central Trust Company.
Education & Certifications
- Bachelor of Science in Agribusiness Management, University of Missouri
- Cannon Fiduciary and Investment Risk Management School
Interests & Activities
Kyle is active in the national Trust Users Group, a non-profit formed to advance education, skill and regulatory understanding within the fiduciary and wealth management industry. He currently serves as Vice President of their Board, and was previously the Product Development Committee chair. Kyle also regularly presents sessions at their annual training conferences. In his free time, Kyle enjoys spending time with his family, traveling and cooking.
