
Kyle Funk

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About me
Mutual Fund Operations Manager at Charles Schwab
Education

Sam Houston State University
2008 - 2012Bachelor's degree Finance, General
Experience

US Navy
Aug 2012 - Oct 2015Aviation Electrician
Mar 2013 - Oct 2015Naval Special Warfare Candidate
Aug 2012 - Mar 2013

US Navy
Feb 2016 - Aug 2020Surface Warfare Officer
TD Ameritrade
Aug 2020 - Aug 2021Relationship Manager
Charles Schwab
Aug 2021 - nowMutual Fund Operations Manager
Dec 2023 - nowMutual Fund Operations Team Lead
Aug 2021 - now
Licenses & Certifications
- View certificate

CFA Program Level I
CFA InstituteJan 2025 
Series 7
FINRA
Series 63
NASAA
Series 10
FINRAFeb 2023
Series 9
FINRAFeb 2023
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