Our Company

Kyle Hughes

Regional Manager, Sales and Marketing
Dallas, TX, US

Tel: +1 214 8635500

E-Mail | Download bio | VCard

Professional Designations

  • FINRA and SEC Licenses:
  • FINRA Series 65: Registered Investment Advisor
  • FINRA Series 63: Uniform Securities Agent State Law Exam
  • FINRA Series 7: Registered Representative
  • CFA Level II Candidate 2007
  • Member, SouthWest Benefits Association
  • Member, CFA Institute
  • Member, CFA Institute of Dallas/Fort Worth

Education

  • BA, Finance, Ouachita Baptist University

Current Responsibility

Kyle is a regional manager with the Dallas office of Milliman and is responsible for sales and marketing of services delivered by the firm's Southern Employee Benefits practice.

Experience

Kyle has special expertise in the areas of public plans, hospitals and nonprofit organizations, and traditional corporate plans. His role involves leading the sales process to ensure the best possible outcome for the client, then coordinating with the client, Milliman consultants, and outside advisors to deliver a smooth transition during the implementation. Kyle is also focused on building relationships with search consultants in the Southern region.

Kyle has been in the financial services industry since 1998, with the last six years focused exclusively on retirement services. He has expertise in the areas of plan design, compliance, communications, administration, and investment advisory services for retirement plans.

  • Work at Milliman

    • “I was offered a chance to come in, shake things up, create something."
    Work at Milliman