Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kyle Canida

Broken Arrow

Summary

Focused Financial Advisor handles wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understanding of marketing and sales strategies driving business growth.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Financial Advisor

Edward Jones
Broken Arrow
04.2022 - Current
  • Managed client expectations and resolved any concerns or issues promptly.
  • Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
  • Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
  • Provided advice on tax-advantaged investment opportunities.
  • Approximately 45million assets under care.

Agent In Charge

Oklahoma Bureau of Narcotics
Tulsa
04.2008 - 04.2022
  • Obtained and executed search and arrest warrants in full compliance with legal protections.
  • Collaborated with other law enforcement agencies to share intelligence on drug-related crimes.
  • Conducted raids on known drug dens or distribution points with backup from other agents or officers.
  • Reported results of investigations with written observations and photographs, and produced final reports.
  • Conducted surveillance of suspected drug traffickers and organized operations to intercept illegal drugs.
  • Attended seminars and training sessions on topics relevant to narcotic investigation techniques.
  • Developed confidential informants within the community who provided information about drug dealers and users.
  • Trained and mentored field investigators and worked with team lead to identify skills, problem areas, and opportunities for staff development and improvement.

International Police Advisor

Dyncorp
Dallas
04.2007 - 04.2008

Stationed in Kandahar, Afghanistan, and attached to various U.S. Army units training and mentoring the Afghan Civil Order Police.

  • Trained and mentored staff on correct procedures to maximize efficiency and protect public trust.
  • Advised commanding officers on weapons operations, capabilities and unforeseen operational problems.
  • Coordinated meetings between police leaders and members of the community.

Police Officer

Stillwater Police Department
Stillwater
09.2001 - 04.2007
  • Recorded facts and prepared reports to document incidents and activities for later use in court cases and legal records.
  • Provided security at public events such as parades, concerts, or sporting events.
  • Patrolled assigned areas to detect and prevent criminal activity.
  • Arrested suspects following established procedures while exercising caution and good judgment.
  • Monitored and investigated suspicions persons and situations and unusual activities.
  • Utilized various technologies including computers, cameras, and radar guns to complete job duties.
  • Subdued resisting subjects with defensive tactics and approved nonlethal weapons.
  • Wrote detailed arrest and accident reports.

Education

Master of Science - Organizational Leadership/ Criminal Justice

University of Oklahoma
Norman, OK
05-2017

Bachelor of Arts - Mental Health Counseling/ Business

East Central University
Ada, OK
05-1999

Skills

  • Financial analysis
  • Portfolio management
  • Investment strategy
  • Client relationship management
  • Wealth management
  • Team building
  • Retirement planning
  • Goal setting
  • Client education
  • Presentation skills

Certification

  • Series 7 and 66
  • Life/ Health/ Variable Annuities

Timeline

Financial Advisor

Edward Jones
04.2022 - Current

Agent In Charge

Oklahoma Bureau of Narcotics
04.2008 - 04.2022

International Police Advisor

Dyncorp
04.2007 - 04.2008

Police Officer

Stillwater Police Department
09.2001 - 04.2007

Master of Science - Organizational Leadership/ Criminal Justice

University of Oklahoma

Bachelor of Arts - Mental Health Counseling/ Business

East Central University
Kyle Canida