Kyle McCoy, CFA

Kyle McCoy, CFA

Lieutenant, Tactical Intelligence Officer

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location of Kyle McCoy, CFASeattle, Washington, United States

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  • Timeline

  • About me

    Vice President, Private Wealth Advisor at Goldman, Sachs & Company

  • Education

    • Gonzaga University

      1997 - 2001
      BBA Finance / International Business

      Activities and Societies: Reserve Officers' Training Corps, Knights Service Organization

    • Cornell Johnson Graduate School of Management

      2005 - 2007
      MBA Finance

      Activities and Societies: Johnson School Veteran's Club, Old Ezra Finance Society, Johnson Rugby Team

  • Experience

    • 82nd Airborne Division, U.S. Army

      Jan 2001 - Jan 2003
      Lieutenant, Tactical Intelligence Officer

      Served as Assistant Intelligence Officer to 1st Battalion, 1st Brigade, 82nd Airborne Division Ground Force Commander from 2001-2003, with one tour to Afghanistan in 2002. Worked jointly with the U.S. Department of State for the quick reaction force to the Afghan President.

    • 75th Ranger Regiment, U.S. Army

      Jan 2003 - Jan 2005
      Captain, Tactical Intelligence Officer

      Managed cross-functional teams of U.S. military and government analysts, interrogators, and local national interpreters providing strategic and tactical intelligence in support of highly sensitive special military operations at six different locations throughout Afghanistan during three Operation Enduring Freedom tours. Planned and directed the unit's reconnaissance and surveillance efforts.

    • Goldman, Sachs & Company

      Jun 2006 - now
      Vice President

      Kyle is a senior advisor on a 7 person team in the Seattle office of Goldman Sachs serving as trusted advisor to high net worth individuals, families, foundations, and tribal governments.

  • Licenses & Certifications

    • Kyle McCoy, Chartered Financial Analyst

      CFA Institute
      Aug 2014
    • Series 3, 7, and 66

      FINRA
      Jan 2007