Dylan Strickland
Wells Fargo
ATLANTA,GA
1
Certification
8
years of professional experience
Finance professional with experience across banking and investment services, complemented by a background as a student-athlete. Results-driven and skilled in building trusted client relationships, identifying client needs, and understanding financial markets and investment analysis. Brings a disciplined, competitive, and collaborative approach to business development, problem solving, and client service, with a strong commitment to delivering exceptional client experiences and building lasting relationships.
Work History
Relationship Banker
10 Months- Developed and maintained relationships with affluent clients, ensuring personalized service and support.
- Assessed customer needs to recommend appropriate banking products and services.
- Executed daily transactions efficiently while adhering to compliance regulations.
- Collaborated closely with the Financial Advisor to facilitate client referrals, coordinate introductions, and provide a seamless experience across banking and investment services.
Junior Financial Consultant
9 Months- Built relationships with clients through consistent communication and trust-building.
- Developed comprehensive financial plans tailored to clients’ short- and long-term goals.
- Worked closely with other advisors to support holistic client service.
- Analyzed market trends and portfolio performance to recommend investment solutions.
Hitting and Infield Instructor
1 Month- Instructed Youth (ages 14-17)
Student Athlete
3 Years 8 Months- Division 1 Baseball.
- Excellent time management skills balancing sports and academics
- Excellent communication skills between teammates, coaches, and staff
- Excellent teamwork skills between teammates, coaches, and staff striving to achieve common goals
- Proven ability to adapt to evolving schedules, diverse environments, and varied responsibilities
- Professionalism displayed when representing each university on and off the field
- Leadership skills utilized when handling success and failure as a team
- Skilled in analyzing complex situations and making decisive, effective decisions while maintaining composure under pressure
Hitting and Infield Instructor
2 Months- Instructed Youth (ages 8-12)
Hitting and Infield Instructor
1 Year- National Level Travel Ball Organization. One of the best organizations in the country.
- Instructed Youth (ages 12-14)
Education
Bachelor of Arts - Sociology
- Played baseball for 3 years and maintained Hope Scholarship
- GPA: Hope GPA- 3.14, Institutional GPA – 3.15
- Played baseball for 1 year
- Business Administration Coursework
Skills
Financial Services & Banking
Investment & Market Analysis
Relationship Management
Business Development
Problem Solving
Teamwork & Leadership
Communication
Certification
- Security Industry Essentials – SIE
- Series 6
- Series 63
- Series 65
- Georgia Life Insurance License
- Georgia Variable Products License
Accomplishments
Academics
- Sun Belt Conference Honor Roll - 2021-22
- Dean’s List - Fall 2021
- Athletic Directors Honor Roll - Fall 2022
- Athletic Director’s Honor Roll - Fall 2023
Athletics
- National Player of the Week - 03/20/2023
- Sunbelt Player of the Week - 03/20/2023
References
- James Bortak, Financial Advisor, SVP at Riverfront Wealth Management, (404) 513-2969, james.bortak@riverfront-wm.com
- Toney Pennyamon, Wells Fargo Advisor, (678) 576-2308, toney.pennyamon@wellsfargo.com
- Noyaw Swinton, Former Manager at Wells Fargo, (404) 436-7187, warnernoyaw@gmail.com
- Jeff Segars, Loganville High School / Loganville Baseball, Athletic Director, (706) 202-713, jsegars@walton.k12.ga.us
Volunteer Experience
- Loganville Youth Baseball Camps, 01/01/19, Present, Shared knowledge of baseball with younger players through mentoring and skill development.
- Emory Christmas, 12/01/22, 12/01/23, Spent time with children in the hospital offering support and companionship.
Timeline
Relationship Banker
Wells Fargo
11.2025 - CurrentRead More
Junior Financial Consultant
Georgia Financial Advisors
12.2024 - 09.2025Read More
Hitting and Infield Instructor
AquaSox Baseball
10.2024 - 11.2024Read More
Hitting and Infield Instructor
Georgia State Baseball Camps
05.2023 - 07.2023Read More
Student Athlete
Georgia Tech and Georgia State
08.2020 - 04.2024Read More
Hitting and Infield Instructor
Team Elite
09.2018 - 09.2019Read More
Georgia State University
Bachelor of Arts from Sociology
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Georgia Institute of Technology
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