Kyle began his financial services career in 2002. In 2007, he obtained the Certified Fiduciary and Investment Risk Specialist (CFIRS) designation, 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.
Kyle is active in the national Trust Users Group. 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.