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Kyron Harold, CFA

Kyron Harold, CFA

Sales Associate

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  • Timeline

  • About me

    Advisor, Chief Compliance Officer, Sr. Analyst @ Spraker West Wealth Management, Inc.

  • Education

    • Apopka High School

      2000 - 2004
      High School Diploma

    • Purdue University Daniels School of Business

      2022 - 2024
      Master of Science - MS Economics

    • UCF College of Business

      2004 - 2008
      BSBA Finance

      Activities and Societies: Burnett Honors College Magna Cum Laude, University Honors

  • Experience

    • Aeropostale

      Jan 2003 - Jan 2007
      Sales Associate

    • Mosaic Wealth Management Group

      Aug 2008 - Dec 2008
      Intern

      Maintenance of client statements and information, Securities and tax research, Schedule management, Client relations and contact.

    • Spraker West Wealth Management, Inc.

      May 2009 - now

      Securities research with special focus on SmallCap, MidCap and International investments. Tax research. Portfolio modeling. Trade entry and reconciliation. Maintenance of client statements and information, Firm growth statistics tracking, Generation of Quarterly Reports, Schedule management, Client relations and contact, Overseeing intern performance.

      • Chief Compliance Officer

        Jan 2023 - now

      • Senior Financial Analyst

        May 2011 - now

      • Jr. Financial Analyst

        May 2009 - May 2011

  • Licenses & Certifications

    • CFA Institute Charterholder

      CFA Institute
      Aug 2024
      View certificate certificate

    • UCF Data Boot Camp (Data Analytics & Visualization)

      UCF Continuing Education
      Jul 2019
      View certificate certificate

    • Chartered Financial Analyst

      CFA Institute