Operations & Reporting Specialist
As the Operations & Reporting Specialist in our Bend office, Kyle works closely with our advisors to ensure excellence in all we do. This includes executing client quarterly reports as well as managing our suite of portfolio management software. Kyle joined our ASI Bend team in the summer of 2022. Yet, ASI was very familiar with Kyle as he interned with us in 2018 during a summer break from college. He finds it extremely rewarding to know he is assisting clients achieve their financial goals.
After being recruited to the University of Massachusetts-Amherst as a collegiate swimmer, he studied Economics and graduated from UMass in 2022. It is at school, where he met his fiancé, Jenn, and they returned to her hometown of Bend after graduation. He began his career in financial services at a local firm in Bend. In this position, he obtained his Series 7 and Series 66 license.
When not at work, Kyle is coaching local high school students in swimming, planning his wedding with his fiancé, Jenn, and spending time with their border collies, Chuck & Earl. Jenn & Kyle love the outdoors, hiking, snowboarding, and camping in the Pacific Northwest.