Kyle Casserino

Vice President, Charitable Planning Consultant at Fidelity Charitable at Fidelity Charitable®
Los Angeles,California,United States

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Executive Summary

Kyle Casserino is a highly experienced professional with 10.9 years of work experience in investments, portfolio management, financial analysis, customer service, and investment strategies. He is currently based in Los Angeles, California. Kyle has been working at Fidelity Charitable since 1991, where he has been supporting the national team and helping professionals simplify their clients' philanthropy. Fidelity Charitable is an independent public charity and the largest sponsor of donor-advised funds in America. Kyle's mission is to grow the American tradition of philanthropy by providing accessible, simple, and effective programs that make giving accessible.

Contact Information

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Phone
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Current Workspace

Fidelity Charitable®

Current

Vice President | Charitable Planning Consultant&Senior Client Service Representative&Fundraising Associate&Senior Client Service Representative

Vice President | Charitable Planning Consultant

2015-09-01 - 2019-04-01

Senior Client Service Representative

2013-06-01 - 2015-02-01

Fundraising Associate

2015-02-01 - 2015-09-01

Senior Client Service Representative

2013-06-01 - 2015-02-01

Professional Background

Personal Interests

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