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Kyle Cote

@kylecote

Financial Planning Associate at TFC Financial Management, preparing detailed financial plans for high-net-worth clients.

United States

Message

At TFC Financial Management, I partner with a Senior Client Advisor to assess high-net-worth clients’ financial needs and prepare detailed financial plans. I also prepare meeting materials and planning analyses to support client engagements.

Previously, as a Senior Client Service Associate at TFC Financial Management, I presented advisor recommendations and tailored financial solutions in client meetings. I gathered and analyzed client data to support comprehensive financial plans.

At Corient, I handled trading workflows and portfolio administration, including pre-trade checks and client transition reviews. Earlier, as an intern at the Federal Reserve Bank of Boston, I developed SQL queries to identify national merger activity and prepared localized economic impact analyses for regulatory decisions.

Experience

Work history, roles, and key accomplishments

Current

Financial Planning Associate

Current

TFC Financial Management

Mar 2026 - Present (7 months)

Partner with a Senior Client Advisor to assess financial needs and prepare detailed financial plans for high-net-worth clients. Attend client meetings, manage follow-up actions, and maintain CRM documentation.

Financial Planning Software CRM Client Communication Financial Information Gathering Meeting Preparation Task Management

Senior Client Service Associate

TFC Financial Management

May 2024 - Mar 2026 (1 year 10 months)

Engaged clients in meetings to present tailored financial solutions and supported a financial advisor managing a $400M book of business. Coordinated daily operations and prepared meeting materials.

Client Communication Financial Information Gathering Financial Planning Meeting Preparation CRM Client Services

Wealth Management Specialist

Corient

Dec 2021 - Nov 2023 (1 year 11 months)

Executed pre-trade checks and managed post-trade workflows for client portfolios ranging from $10M to $250M. Developed documentation systems for audits and collaborated with technology teams.

Trading Platforms Portfolio Management Documentation Audit Reconciliations Financial Analysis

Portfolio Administrator

Corient

Aug 2019 - Dec 2021 (2 years 4 months)

Collaborated with a financial advisor overseeing a $700M book of business, developing strategies for ultra-high-net-worth clients. Conducted quality control reviews and produced custom reports.

Client Communication Financial Analysis Risk Management Reporting Quality Control

Intern - Supervision, Regulation and Credit

Federal Reserve Bank of Boston

May 2018 - Sep 2018 (4 months)

Developed SQL queries to identify national merger activity and delivered economic impact analyses. Reviewed financial reports from depository institutions for accuracy and regulatory completeness.

SQL Financial Analysis Regulatory Compliance Data Analysis