KYLE M. POTRYKUS
Investment Manager
LEAGUE CITY,TX
Summary
Top-notch Investment Manager with proven track record of success leading and growing organizations. Strong background in strategic planning, financial management and team development. Skilled in identifying opportunities and implementing practical business strategies with commitment to staying informed about latest trends, technologies and best practices.
Overview
25
25
years of professional experience
8
8
years of post-secondary education
Work History
Vice President of Alternatives
AMERICAN NATIONAL INSURANCE COMPANY
League City, TX
07.2010 - Current
- Execution of Asset Allocation and Asset Management within various investment plan strategies and policies
- Manage and head alternative asset book ($2B)/ Co-manage Public Equity portfolio ($2.5)/Manage and head Derivative portfolio ($4B)/ Co-manage Fixed portfolio ($17B)
- Identified opportunities to improve business process flows and productivity.
- Established alternative asset investment strategy/program 12yrs ago - AUM ($2B). Created >$100M additional income return
- Source, develop and manage all GP relationships
- Oversaw business-wide changes to modernize procedures and organization.
- Established performance goals for department and provided methods for reaching milestones.
- Due diligence investment managers and investments on a qualitative and quantitative level
- Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
- Negotiate structure and terms with GP and fund construction
- Chair several committees and lead Alternative investment feasibility/underwriting
- Exercise risk mitigation and hedging portfolio for insurance products, asset, and interest rate exposure
INVESTMENT ACCOUNTING MANAGER
AMERICAN NATIONAL INSURANCE CO
League City, TX
11.2007 - 07.2010
- Project lead GAAP and STAT accounting records for investment activity for Mutual fund assets and NAV calculation
- Supervised security valuation and identified variances
- Responsible for investment performance and attribution
- Investigated daily variances and corrected errors to resolve discrepancies.
- Maintain relationship with external auditors with audit queries
- Managed banking reconciliations and monthly balance sheet statements.
- Managed company’s disaster/recovery site and systems.
- Generated monthly and quarterly financial statements for executive review.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
SENIOR INVESTMENTWEALTH CONSULTANT
GUARANTY BANK
Austin, TX
12.2006 - 01.2007
- Senior portfolio manager for HNW bank clients. Financial planning and trust advisory services performed in accordance with client needs.
- Consultant/fiduciary for bank HNW clients
- Created solutions for business owners and their retirement plans.
- Developed working relationship with the bank managers and lenders in expanding services to clients.
- Engagement Management: managed engagement risk, projected economics including planning and budgeting for both bank and investment clients, managed account portfolios, ensured buy-in of proposed solutions.
- Analyzed problematic areas to provide recommendations and solutions.
- Prepared presentations to explain revisions, enhancements and process improvements of organization's systems and programs.
- Organized and analyzed primary and secondary research to understand industry, market and company trends.
TRUST/FINANCIAL ADVISOR
MARSHALL & ILSLEY BANK
Milwaukee, WI
09.1998 - 01.2005
- Managed and determined client insurance needs through comprehensive financial planning, including long-term care and life and health insurance
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Established and cultured business centers of influence through bank affiliates such as business banking, commercial lending, mortgage origination and personal bankers and managers
- Developed qualified retirement plan setup/enrollments and buy sell agreements
- Worked with clients to support understanding of rationale and details of financial strategies.
- Managed over $25 million in assets.
Education
MBA -
UNIVERSITY OF PHOENIX
09.2002 - 12.2005
BS - BUSINESS/BIOLOGY
UNIVERSITY OF WISCONSIN
Whitewater, WI 09.1993 - 05.1998
Skills
Expertise in multiple asset classesundefined
Timeline
Vice President of Alternatives
AMERICAN NATIONAL INSURANCE COMPANY
07.2010 - Current
INVESTMENT ACCOUNTING MANAGER
AMERICAN NATIONAL INSURANCE CO
11.2007 - 07.2010
SENIOR INVESTMENTWEALTH CONSULTANT
GUARANTY BANK
12.2006 - 01.2007
MBA -
UNIVERSITY OF PHOENIX
09.2002 - 12.2005
TRUST/FINANCIAL ADVISOR
MARSHALL & ILSLEY BANK
09.1998 - 01.2005
BS - BUSINESS/BIOLOGY
UNIVERSITY OF WISCONSIN
09.1993 - 05.1998
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