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Kyle Thomas CFP® - Email & Phone Number

VP of People | Principal at Highland Private Wealth Management

Kyle Thomas CFP® is based out of Seattle, Washington, United States and works at Highland Private Wealth Management as VP of People | Principal.

Kyle Thomas CFP®'s Contact Information

Latest update
May 16, 2024
Location
Seattle, Washington, United States

Kyle Thomas CFP®'s Work History

VP of People | Principal
Highland Private Wealth Management
Oct 2021 - Present
Director, Shareholder
Pathstone
Oct 2020 - Sep 2021
Director, Client Manager
Cornerstone Advisors, Inc. (Bellevue, WA)
Jun 2013 - Sep 2020

Kyle Thomas CFP®'s Education

Bachelor of Arts
2009 - 2013

Kyle Thomas CFP®'s Skills

Financial Analysis
Investment Management
Investment Strategies
Team Leadership
Wealth Management
Asset Allocation

Kyle's current employer

Highland Private Wealth Management logo

Highland Private Wealth Management

Description
HQ Location
Bellevue, WA, United States
Number of employees
11-50
Industry
Financial Services
Latest update
April 30, 2024

Frequent questions about Kyle Thomas CFP®

What company is Kyle Thomas CFP® working for?
Kyle Thomas CFP® works for Highland Private Wealth Management.
What is Kyle Thomas CFP®'s function at Highland Private Wealth Management?
Kyle Thomas CFP® is VP of People | Principal at Highland Private Wealth Management.
Where is Kyle Thomas CFP® based?
Kyle Thomas CFP® is based out of Seattle, Washington, United States.
Who are Kyle Thomas CFP®'s co-workers?
Kyle Thomas CFP®'s colleagues are John Christianson, Kyle Thomas, Mike Milojevich, Ben Wicks, Ben Johnson, Carol Parrish, Nemanja Grujicic, Randy Lundy, Kristi Bookman, Rebecca Miles, Michael Greene, Jeff Edgbert, Saloni Gupta, Michael Chang, Betsy Cole, Colleen Kroeger.
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Kyle's co-workers

John Christianson avatar
John Christianson
Founder & CEO
Kyle Thomas avatar
Kyle Thomas
VP of People | Principal
Mike Milojevich avatar
Mike Milojevich
Principal and Lead Advisor
Ben Wicks avatar
Ben Wicks
Principal and Lead Advisor
Ben Johnson avatar
Ben Johnson
Lead Advisor | Shareholder
Carol Parrish avatar
Carol Parrish
Financial Advisor
Nemanja Grujicic avatar
Nemanja Grujicic
Investment Manager
Randy Lundy avatar
Randy Lundy
CPA Financial Advisor
Kristi Bookman avatar
Kristi Bookman
Executive Assistant
Rebecca Miles avatar
Rebecca Miles
Associate Advisor
Michael Greene avatar
Michael Greene
Operations Manager/ Associate Advisor
Jeff Edgbert avatar
Jeff Edgbert
Associate Advisor
Saloni Gupta avatar
Saloni Gupta
Associate Financial Advisor
Michael Chang avatar
Michael Chang
Senior Operations Analyst
Betsy Cole avatar
Betsy Cole
Senior Associate
Colleen Kroeger avatar
Colleen Kroeger
Advisor
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