Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tre Tillman

Wilmington,DE

Summary

Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great alone or with others and consistently exceeds expectations.

Overview

3
3
years of professional experience

Work History

Associate Advisor

Veery Capital
Wilmington, DE
08.2022 - Current
  • Facilitated qualified and non-qualified investment accounts, executing customized investment strategies that significantly contributed to a $200 million growth in the firm's assets under management (AUM) within a span of 2 years
  • Built and maintained client relationships by attracting new clients and keeping existing ones satisfied and engaged.
  • Generate net worth statements, cash flow reports, and performance reports to conduct thorough financial analysis.
  • Manage various operational tasks, including compliance regulation tasks, applications, portfolio distributions, and fee reconciliations
  • Maintained accurate records of all client transactions and account updates.

Internship

Veery Capital
Wilmington, Delaware
05.2021 - 08.2021
  • Reconciled monthly, quarterly, and annual returns for both institutional and individual clients
  • Assisted in analyzing financial statements and reports
  • Observed clients' required minimum distribution amounts and developed accurate spreadsheets illustrating potential future distributions
  • Became acustom to and did data clean-up projects in software such as Emoney, RPAG, RedTail, Orion, SEI, and Schwab.
  • Managed customer inquiries through phone calls, emails, or other forms of communication.

Education

Bachelor of Arts - Finance And Accounting

Ursinus College
Collegeville, PA
05-2022

Skills

  • Investment Management
  • Portfolio Analysis
  • Follow-Up Skills
  • Client Relations
  • Sales Strategies
  • Relationship Building

Timeline

Associate Advisor

Veery Capital
08.2022 - Current

Internship

Veery Capital
05.2021 - 08.2021

Bachelor of Arts - Finance And Accounting

Ursinus College
Tre Tillman