Summary
Overview
Work History
Education
Skills
Certification
Hobbies and Interests
Affiliations
Timeline
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Tayler Ayers

Summary

Dynamic financial professional with a proven track record at Morgan Stanley, excelling in financial analysis and client relationship management. Successfully managed risk and optimized cash flow for diverse clients, enhancing their financial literacy. Adept at utilizing tools like Quickbooks and Microsoft Office to deliver impactful solutions and foster strong client connections.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Financial Analyst

Morgan Stanley
01.2024 - Current
  • Account reconciliation for clients, document preparation and general financial education
  • Aided in bringing attention to and managing risk on an account by account basis
  • Provided insight and clarity regarding securities such as portfolio allocation, trade quotes, ESPP, account values, stress testing, and overall market conversation regarding current financial markets
  • Discuss financial goals with clients in order to locate specific needs to better recommend select Morgan Stanley offerings

Director of Operations & Client Acquisition

Ayers & Associates
06.2022 - 01.2024
  • Company Overview: A&A is a financial service firm
  • We cater to creatives, small business owners, content creators, medical practices
  • We offer monthly bookkeeping, tax preparation/filing
  • Assisting a wide range of entrepreneurs with monthly bookkeeping, tax filing, and tax write offs
  • Designed the pipeline for new clients
  • In charge of client acquisition, client relationships, aiding clients through filling out necessary forms for taxes/bookkeeping and managing client documents
  • Consulted with clients on managing risk, cash flow organization and maximizing tax write offs
  • Managed and reconciled handful of clients monthly accounts to aid them in knowing exactly where they stand monthly, quarterly and yearly
  • A&A is a financial service firm
  • We cater to creatives, small business owners, content creators, medical practices
  • We offer monthly bookkeeping, tax preparation/filing
  • Assisting a wide range of entrepreneurs with monthly bookkeeping, tax filing, and tax write offs

Co-founder

We Create
01.2019 - 01.2024
  • Company Overview: Create is a FinTech startup focused on simplifying financial literacy for creatives
  • We are focused on closing the gap between creatives and understanding their finances
  • Writing and distributing a weekly newsletter with an open rate of over 50%
  • Organically growing a user base (via email) of over 400 + people
  • Utilizing social media to educate creatives on complex terms explained in a simple, non demeaning manor
  • Create is a FinTech startup focused on simplifying financial literacy for creatives
  • We are focused on closing the gap between creatives and understanding their finances

Education

MFA - Creative Business Leadership

Savannah College of Art and Design
01.2021

BFA - Design

Savannah College of Art and Design
01.2019

Skills

  • Microsoft/Google Office
  • Financial analysis
  • Account reconciliation
  • Risk management
  • Client relationship management
  • Cash flow analysis
  • Tax preparation
  • Effective communication
  • Problem solving
  • Attention to detail
  • Adobe
  • Quickbooks
  • Funds distribution
  • Preparing memos

Certification

  • SIE
  • Series 7
  • RIA: Digital Asset

Hobbies and Interests

  • Coffee
  • Tennis
  • Brown Noise
  • Meditation
  • Country music
  • Medical Industry

Affiliations

  • College Tennis

Timeline

Financial Analyst

Morgan Stanley
01.2024 - Current

Director of Operations & Client Acquisition

Ayers & Associates
06.2022 - 01.2024

Co-founder

We Create
01.2019 - 01.2024

MFA - Creative Business Leadership

Savannah College of Art and Design

BFA - Design

Savannah College of Art and Design

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Tayler Ayers