Kyle Mounts
Member at Wharton Private Equity & Investor Alumni Association
Kyle Mounts
Member at Wharton Private Equity & Investor Alumni Association
Greensboro--Winston-Salem--High Point Area
Overview
Work Experience
Member
2023 - Current
Co-Founder, Chief Investment Officer
2021
We are a deep-tech early-stage venture firm investing in innovative technologies that are transforming Aerospace & Defense
Co-Founder, Partner
2021
We offer a broad range of complex financial strategies and services to early and mid-stage private businesses.
Chief Financial Officer, Board Of Directors
2021
President
2020 - 2022
VP, Portfolio Manager
2019 - 2022
Mounts Single Family Office Oversee investment real estate portfolio, private equity / micro VC fund, and portfolio of private operating companies. Responsibilities include, but not limited to, new investment due diligence, M&A, operations, marketing, strategy, financial analysis, data analysis, and executive management. Industry concentration includes general aviation, innovative aerospace related technologies, and innovative corporate software platforms.
President
2019 - 2019
Zingo successfully exited to Credit Sesame in 2020. ZINGO™ provides a technology platform to collect historical and recurring payment data via a secure, cloud-based portal for seamless delivery to the major credit bureaus. ZINGO features an automated validation process to quickly secure verification data for the purpose of recognizing and enhancing the credit worthiness of all consumers. ZINGO is owned by CREDITBILITY, Inc., a technology/financial services company that specializes in aggregating and furnishing consumer financial data to the major credit bureaus.
Vice President | Sr. Wealth Private Banker
2016 - 2019
Managed complex and sophisticated full-balance sheet relationships with High Net Worth, Ultra High Net Worth and/or Family Wealth clients and oversaw a portfolio of complex credit accounts Specialized in initiating, evaluating (e.g., purpose, collateral, & sources of repayment), structuring, pricing and managing moderate to highly complex credits Advised clients on financial markets, products and related transactions (e.g., interest-rate derivative strategies (Non-AP), total rate of return, commercial real estate debt, alternative custom leveraged debt strategies, term structure of rates/yield curve, business venture finance, personal aircraft finance, life insurance premium finance, PE finance solutions for GPs of fund sizes 1B plus, ESOP 1042 QRP financing, etc.) Oversaw end-to-end credit inquiries and requests; managed credit process, actively coordinated will all parties involved, and consulted on complex loan covenant structures in relation to all aspects of client relationships Demonstrated broad awareness of estate, investment, philanthropic, and wealth transfer planning; identified key focus areas and developed solutions with other financial specialists on The Private Bank team
AVP | Regional Bank Private Banker
2011 - 2016
Extensively focused on acquiring new and servicing existing affluent clients with 250M+ in investable assets with Wells Fargo, with intention of enhancing relationship through discovery of financial goals Driven to identify and position cross-sell opportunities while constructing comprehensive strategies with the help of financial specialists; not limited to investment, retirement, home lending, estate, fiduciary, philanthropy, and insurance services Outreached and strategized new and existing business relationships, 300M to 2MM in gross sales, converting complex capital and operational needs into, not limited to, new and existing credit management, payroll, merchant, and insurance Through established commercial partnership, for business relationships 2MM+ in gross sales, directly partnered in strategy and revenue growth opportunities, not limited to, new and existing credit management, real estate financing, treasury services, practice finance, equipment financing, payroll/HR services, merchant, insurance, and SBA With experience and expertise in business and personal credit products, developed a matured knowledge for personal financial statements, tax documents, income statement, balance sheet, statement of cash flows, and analysis of financial ratios Positions held at Wells Fargo Community Bank: ~ AVP, Licensed Private Banker (Safe) 1, 2, - September 2013 to October 2016 ~ Teller, Personal Banker 1, 2, Small Business Champion- April 2011 to September 2013
Reverse Logistics Marketing Intern
2011 - 2011
Sought out and recognized key marketing points after extensive market research that influenced innovative ideas in the redevelopment of a reverse logistics program