Derrick Lytle
Dallas,Texas
Summary
Detailed professional with expertise in financial management and client counseling. Evaluates client assets and risk tolerance to inform strategies and increase revenue. Proven history of building client relationships and helping clients reach both personal and financial goals.
Overview
5
5
years of professional experience
Work History
Financial Advisor
Merrill Lynch
Dallas, Texas
10.2022 - Current
- Provides ongoing financial advice and adjustments in response to life changes, market fluctuations, and economic trends.
- Tracks market movements daily using various analytical tools and software programs.
- Conducts comprehensive portfolio reviews to ensure optimal asset allocation and performance against market benchmarks.
- Prepares and presents detailed financial reports and performance analytics to clients during review meetings.
Physical Health Development
Remote
Dallas, TX
07.2019 - Current
- Assesses clients' physical condition and health history through consultation, interview, and physical assessment tests.
- Develops and implements fitness programs tailored to the goals of each client.
- Collaborates with other fitness professionals regarding best practices for promoting healthy lifestyles.
Team Lead Food Server
Chili's Grill and Bar
Stillwater, Oklahoma
05.2020 - 07.2022
- Led a team of individuals in achieving quarterly sales targets, exceeding goals.
- Developed strategies to increase team productivity and improve customer service levels.
- Oversaw training and development programs to enhance team skills and knowledge.
Education
Bachelor of Science - Business Administration, Finance
Oklahoma State University
05.2022
Skills
- SIE Certification
- Series 7 & Series 66 License
- Microsoft Office Suite
- Technical Analysis
- Data Analysis
- Financial Planning
- Portfolio Management
- Financial Forecasting
- Interpersonal Communication Skills
- Organized Self Starter
Leadership Experience
Better Money Habits Program
- An amazing volunteer program that connects people to the tools, resources and education they need to achieve their financial goals. Hundreds of dedicated Volunteer Champions deliver financial tips and lessons to individuals and families all across the U.S., which helps them become homeowners, pay down debt, save for college and more.
Timeline
Financial Advisor
Merrill Lynch
10.2022 - Current
Team Lead Food Server
Chili's Grill and Bar
05.2020 - 07.2022
Physical Health Development
Remote
07.2019 - Current
Bachelor of Science - Business Administration, Finance
Oklahoma State University
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