Kyle Clark
About Kyle Clark
Kyle Clark serves as an Associate Director at Russell Investments and has held various roles in the financial sector, including positions at Cuna Mutual Group and Flexible Plan Investments, Ltd. He studied Management and Finance at the University of Wisconsin - Parkside and has over a decade of experience in financial advisory and management.
Current Role at Cuna Mutual Group
Kyle Clark serves as the Pension Risk Transfer Manager at Cuna Mutual Group, a position he has held since 2018. Based in Madison, Wisconsin, he has accumulated six years of experience in this role. His responsibilities include managing pension risk transfer strategies, ensuring effective solutions for clients within the pension sector.
Experience at Russell Investments
Kyle Clark has been working as an Associate Director at Russell Investments since 2014. Over the past ten years in Seattle, Washington, he has contributed to the firm's investment strategies and client relations. His role involves overseeing various investment initiatives and collaborating with teams to enhance client outcomes.
Professional Background in Financial Advisory
Kyle Clark has a diverse background in financial advisory roles. He began his career at Edward Jones, where he worked as a Financial Advisor from 2009 to 2011 in St. Louis, Missouri. He later joined Merrill Lynch, serving as a Financial Advisor from 2012 to 2014 in New York, New York. These positions provided him with foundational experience in financial planning and client management.
Education and Qualifications
Kyle Clark studied at the University of Wisconsin - Parkside, where he earned a Bachelor's degree in Management and Finance from 2004 to 2008. His educational background has equipped him with essential skills in financial analysis and management, contributing to his professional success in the finance industry.
Role at Flexible Plan Investments, Ltd.
In addition to his other roles, Kyle Clark has been serving as the Regional Sales Manager at Flexible Plan Investments, Ltd. since 2015. Based in Bloomfield Hills, Michigan, he has spent nine years in this position, focusing on sales strategies and client engagement within the investment sector.