Talk to sales Try for Free
Kyle Ergas

Kyle Ergas

Followers of Kyle Ergas1000 followers
location of Kyle ErgasBrea, California, United States

Connect with Kyle Ergas to Send Message

Connect

Connect with Kyle Ergas to Send Message

Connect

  • Timeline

  • About me

    Financial Services Advisor

  • Education

    • San Jose State University

      2019 - 2020
      Bachelor's degree Finance, General

    • West Valley College

      2016 - 2018
      Associate of Science - AS Business Administration and Management, General

  • Experience

    • Plume Design, Inc

      Jan 2021 - May 2022

      • SMB Account Executive

        May 2021 - May 2022

      • Sales Development Representative

        Jan 2021 - May 2021

    • CalAmp

      May 2022 - Jan 2023
      Account Executive

    • DZS

      Jan 2023 - May 2023
      Senior Inside Sales Representative

    • Merrill Lynch

      Dec 2023 - now
      Financial Services Advisor

  • Licenses & Certifications

    • Personal Investment Advisor

      Merrill Lynch Internal
      Jan 2025

    • Chartered Retirement Planning Counselor

      College For Financial Planning
      Nov 2024