Kyle Schickram, CISP, SDIP

Assistant Transaction Manager

Kyle is the Assistant Manager of our Transactions Team, who process all daily incoming and outgoing transactions. His role includes reviewing transaction related documentation, assisting with both client and staff inquiries, overseeing the flow of transactions through the office and much more. He also takes lead on special projects and assists with staff training.Kyle has furthered his knowledge by attending additional training classes and earning two additional designations – Self-Directed IRA Professional (SDIP) by the Retirement Industry Trust Association and Certified IRA Services Professional (CISP) by the American Bankers Association.