Kyle Lortie
Institutional Sales at Appleton Partners, Inc. | Boston, Massachusetts, United States
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Institutional Sales at Appleton Partners, Inc. in November 2018 to Present
Partner | LV Distribution at LV Distribution LLC in April 2023 to Present
Vice President Institutional Sales at Appleton Partners, Inc. in November 2018 to April 2023
Director - Institutional Sales at RBC Global Asset Management in May 2018 to October 2018
Director, Advisory Solutions Group at RBC Global Asset Management in February 2015 to October 2018
Account Executive at FactSet Research Systems in April 2013 to March 2015
Senior Consultant at FactSet Research Systems in October 2012 to March 2013
Consultant at FactSet Research Systems in February 2011 to January 2013
Web Technician at Merrimack College in February 2009 to February 2011
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Merrimack College, Bachelor's, January 2006 to January 2010
Tabor Academy, January 2004 to January 2006
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Investor Development
Client Development
Certified Fund Raising Executive
New Business Development
Business Development
Investor Relations
Fundraising
Wholesale
Sales Strategy
Sales Processes
Relationship Building
Economic Indicators
Product Presentation
Presentations
63 Licenses
Leadership
CRM
Microsoft Office
Data Analysis
Management
PowerPoint
Team Leadership
Business Analysis
Project Management
Access
Financial Modeling
Time Management
Sales
Market Research
Research
Financial Analysis
Microsoft Excel
Portfolio Management
Equities
Asset Management
Investments
Consulting
Financial Services
Finance
Fixed Income
Customer Service
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Discover more about Appleton Partners, Inc.What is Kyle Lortie email address?
Email Kyle Lortie at [email protected] and [email protected]. This email is the most updated Kyle Lortie's email found in 2026.
What is Kyle Lortie phone number?
Kyle Lortie phone number is 18319059693.
How to contact Kyle Lortie?
To contact Kyle Lortie send an email to [email protected] or [email protected]. If you want to call Kyle Lortie try calling on 18319059693.
What company does Kyle Lortie work for?
Kyle Lortie works for Appleton Partners, Inc.
What is Kyle Lortie's role at Appleton Partners, Inc.?
Kyle Lortie is Institutional Sales
What industry does Kyle Lortie work in?
Kyle Lortie works in the Financial Services industry.
Kyle Lortie Email Addresses
Kyle Lortie Phone Numbers
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