Summary
Work History
Education
Skills
Affiliations
Timeline
Generic

Tyler Cline

Pleasant Hill,CA

Summary

Driven Financial Advisor Intern at Morgan Stanley, I leveraged Microsoft Excel and ethical behavior to enhance client relationships and financial strategies. Mastered diverse investment products, achieving proficiency in financial software and customer service. Prioritized data analysis to inform investment decisions, contributing to client satisfaction and trust through meticulous financial management. Offering solid foundation in finance, coupled with keen interest in financial advising and client relations. Brings understanding of fundamental financial concepts and analytical skills necessary for effective financial planning. Ready to use and develop strong communication and problem-solving abilities in Financial Advisor Intern role.

Work History

Financial Advisor Intern

Morgan Stanley
06.2024 - 08.2024
  • Participated in ongoing professional development activities to stay current on industry trends and best practices in financial advising.
  • Developed strong relationships with clients, fostering trust and open communication in managing their financial needs.
  • Expanded knowledge of diverse investment products by conducting research on stocks, bonds, mutual funds, ETFs, annuities, insurance policies.
  • Prepared and posted financial journal entries using technically relevant software.

Education

BBA - Finance

California State University - Chico
Chico, CA
05.2025

Skills

Microsoft Excel

Ethical behavior

Financial software

Customer Service

Affiliations

  • Current V.P. of Finance for Phi Kappa Tau Fraternity

Timeline

Financial Advisor Intern

Morgan Stanley
06.2024 - 08.2024

BBA - Finance

California State University - Chico
Tyler Cline