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Kyle Nagarkar, CFA

Kyle Nagarkar, CFA

Inside Account Manager

Followers of Kyle Nagarkar, CFA472 followers
location of Kyle Nagarkar, CFAStamford, Connecticut, United States

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  • Timeline

  • About me

    Vice President at Solebury Strategic Communications

  • Education

    • Morristown High School

      2004 - 2008

    • Lehigh University - College of Business and Economics

      2008 - 2012
      Bachelor of Science (B.S.) Finance, General

      Activities and Societies: Kappa Sigma Fraternity, Bethlehem Homework House, Lehigh University Work Study Program Study Abroad Program through Syracuse UniversityLived and studied in Madrid, Spain for the Fall 2010 semesterCompleted courses in World Economy, Ecology, and Spanish Culture Studies

  • Experience

    • SHI International Corp.

      Aug 2012 - Sept 2013
      Inside Account Manager

      SHI International Corporation is an industry leading re-seller of IT products with annual worldwide sales in excess of $5 billion. SHI provides Innovative Solutions and World Class Support to corporations, educational institutions, and government entities across the United States, Europe, and Asia.• Served as a liaison for clients located in the Southwest Territory to provide active customer support• Facilitated new business through collaboration with vendors such as Microsoft, Adobe, and Symantec• Completed product research, price quotations, and order entry responsibilities on a daily basis Show less

    • Cavalry Portfolio Services

      Sept 2013 - Apr 2015
      Financial Analyst

      Founded in 2002, Cavalry Portfolio Services helps consumers in financial trouble find affordable solutions to resolve their debt.• Member of dynamic team currently auditing customer accounts being serviced by our attorney network• Managed the progress of the audit that spans across 75 attorney firms and all 50 states• As part of the audit, developed a multi-faceted financial model to reconstruct customer accounts• Facilitated and completed remediation of unsatisfactory accounts with attorney firms• Performed financial analysis on prospective acquisitions to ensure accuracy of seller data Show less

    • PNC

      Apr 2015 - Mar 2018
      Investment Advisor

      Super regional wealth management firm with $58 billion assets under management • Partner with three portfolio managers in all facets of portfolio management across $750mm book of business• Drive new business growth through acquisition of high net worth individuals with >$1mm investable assets • Conduct financial analysis of client accounts and construct portfolios to meet their long term goals

    • Solebury Strategic Communications

      Apr 2018 - now

      • Senior Vice President

        Mar 2024 - now

      • Vice President

        Feb 2021 - Apr 2024

      • Senior Associate

        Feb 2019 - Feb 2021

      • Associate

        Apr 2018 - Feb 2019

  • Licenses & Certifications

    • CFA Charter Holder

      CFA Institute

  • Honors & Awards

    • Awarded to Kyle Nagarkar, CFA
      Dean's List Recipiant Dean of Students, Lehigh University May 2012
    • Awarded to Kyle Nagarkar, CFA
      Dean's List Recipient Dean of Students, Lehigh University May 2011