Tyler Colon
New Windsor
Summary
Business Economics student with a Finance concentration at the University at Albany bringing experience in client-facing roles, business development, and professional environments. Former Vice President of Communications and Founding Father of Zeta Beta Tau Fraternity, previously Recruitment Chair. Strong background in communication, relationship building, and working directly with clients in fast-paced settings
Overview
6
6
years of professional experience
2
2
Certifications
Work History
Financial Representative Intern
Northwestern Mutual
Albany
2025.12 - Current
- Educated clients on financial products and services to enhance informed decision-making.
- Created client presentations that effectively communicated investment options and their benefits.
- Conducted client meetings to discuss financial objectives, develop action plans, and review progress.
- Collaborated in team meetings to align on sales strategies and address client needs.
Legal Associate
The Law Offices of Albert Ian Morse, PLLC
Newburgh
2025.05 - Current
- Drafted legal documents and contracts, ensuring compliance and alignment with client objectives.
- Participated in strategic meetings with attorneys and clients to discuss case developments and legal strategies.
- Analyzed complex legal documents such as contracts, leases and agreements.
- Attended hearings, depositions, and mediations, providing support to attorneys and contributing to case preparation.
- Began as Legal Intern; took on expanded responsibilities
Sales Representative
EcoShield Pest Control
Kansas City
2024.05 - 2024.08
- Engaged potential customers through door-to-door interactions, generating interest and building rapport with community members.
- Handled objections effectively, transforming challenges into opportunities for deeper customer engagement.
- Maintained detailed records of customer interactions and feedback, facilitating informed performance analysis.
Private Club Services Associate
Powelton Club
Newburgh
2020.06 - 2022.08
- Provided personalized service to memebers and guests in a private club environment
- Worked effectively in a fast-paced high expectation setting
- Trained new staff on club policies, procedures, and customer interaction techniques.
Education
Bachelor of Science - Business Economics
University At Albany
Albany, New York, NY2026-05
Skills
Client Engagement & Service
- Client Relationship Management
- Account Management
- Professional Communication
Finance/Analytical Skills
- Financial Planning Fundamentals
- Cash Flow Analysis
- Retirement Planning Basics
- Risk Management
Technical/Tools
- CRM Systems
- Microsoft Excel
- PowerPoint
Certification
Life, Accident & Health (LAH) Insurance License - New York
Timeline
Financial Representative Intern
Northwestern Mutual
2025.12 - Current
Legal Associate
The Law Offices of Albert Ian Morse, PLLC
2025.05 - Current
Sales Representative
EcoShield Pest Control
2024.05 - 2024.08
Private Club Services Associate
Powelton Club
2020.06 - 2022.08
Bachelor of Science - Business Economics
University At Albany