Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Cameron Tytula

Denver,CO

Summary

Passionate and goal-orientated professional with an extensive background in asset management, financial planning and client care. Cameron has gained recognition from supervisors and colleagues for his consistent efforts to connect deeply with clients, help his peers, and exceed performance goals.

Overview

7
7
years of professional experience

Work History

Investment Management Consultant II

Fidelity Investments
05.2022 - Current
  • Actively works with Wealth Management Teams to assist clients with Asset Allocation and PGC.
  • Develops ACE campaigns to prioritize efficient client outreach.
  • Assists Financial Consultants with the uncovering and development of new opportunities.
  • Coaches IMC II team on efficient ways to increase appointments and enhance EPG/FRM verbiage.
  • Ensures risk items are maintained for over 1,000 managed accounts.

Investment Management Consultant I

Fidelity Investments
05.2021 - 05.2022
  • Helped clients develop and achieve their financial goals through strategic planning and FRM process.
  • Conducted annual reviews to secure suitable portfolio allocations.
  • Educated clients on their financial plans, market topics and business cycle.
  • Created and led new hire program to help incoming representatives transition into IMC I.

Financial Solutions Consultant

BBVA
09.2020 - 05.2021
  • Developed and maintained strong relationships with clients to maximize satisfaction and retention.
  • Helped clients make informed decisions about financial future.
  • Outbound dialed an average of 30 calls per day.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.

Financial Advisor

MassMutual
09.2019 - 09.2020
  • Self-generated new opportunities through marketing campaigns, networking events and insurance leads.
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.
  • Completed all administrative duties necessary to run self-managed practice.
  • Worked directly with wholesalers and insurance providers to create comprehensive financial plans.

Assistant V.P. / Financial Solutions Advisor

Merrill Lynch
04.2018 - 09.2019
  • Managed book of over 2,000 clients and helped with their unique banking and investment needs.
  • Monitored team of relationship managers and led daily discussions on topics relating to investment knowledge and identifying quality referrals.
  • Maintained monthly goals centered around new assets, accounts and private banking/mortgage referrals.

Financial Advisor Career Development Program

Edward Jones
04.2017 - 04.2018
  • Relocated to St Louis to complete one-thousand hours of financial planning classes.
  • Remotely assisted Financial Advisors with completion of annual reviews.
  • Developed and shared business planning presentations in front of managers and general partners.

Education

Bachelor of Science - Economics

University of Massachusetts Amherst
Amherst, MA
05.2017

Skills

  • SMA / PAS product knowledge
  • FILI planning / EPG
  • Process-oriented
  • Organization
  • Leadership
  • Team Building
  • Networking
  • PGC
  • Advicehub
  • ACE
  • Salesforce
  • PASview
  • MARC
  • UMH

Additional Information

  • Series 7
  • Series 66
  • Life/Health/Disability

Timeline

Investment Management Consultant II

Fidelity Investments
05.2022 - Current

Investment Management Consultant I

Fidelity Investments
05.2021 - 05.2022

Financial Solutions Consultant

BBVA
09.2020 - 05.2021

Financial Advisor

MassMutual
09.2019 - 09.2020

Assistant V.P. / Financial Solutions Advisor

Merrill Lynch
04.2018 - 09.2019

Financial Advisor Career Development Program

Edward Jones
04.2017 - 04.2018

Bachelor of Science - Economics

University of Massachusetts Amherst
Cameron Tytula