Summary
Overview
Work History
Education
Skills
Awards
Timeline
Generic

TYLER COX

Jacksonville

Summary

Offering strong foundation in financial principles and client relationship management, eager to learn and grow in wealth advisory environment. Brings understanding of investment strategies and wealth management principles, ready to develop further expertise. Ready to use and develop analytical and communication skills..

Overview

1
1
year of professional experience

Work History

Wealth Management Assistant

Nisivoccia
06.2025 - Current
  • Organized marketing efforts using social media outlets to facilitate opportunities for growth.
  • Collaborated with cross-functional teams to develop innovative solutions for complex wealth management issues.
  • Analyzed investment styles, markets and characteristics.
  • Participated in client meetings, effectively communicating investment strategies and recommendations.

Liaison Officer

Cox Enterprises
05.2025 - Current
  • Maintained an open line of communication with clients, ensuring satisfaction and addressing any concerns promptly.
  • Developed strong working relationships with external partners, strengthening collaboration on joint initiatives.
  • Established effective communication channels by collaborating with various departments and stakeholders.

Data & Outreach Intern

Congressman Tom Kean
05.2024 - 08.2024
  • Developed and maintained Excel spreadsheets to assist Congressman Kean's advertising team in identifying optimal advertising locations to enhance voter outreach for the upcoming election.
  • Designed and managed Excel databases to track and organize key contacts and stakeholder information.
  • Conducted door-to-door outreach and engaged with New Jersey residents to gather insights and ensure effective communication of the candidate's message.

Data Analyst Intern

Douglas Steinhart Warren County Commission Office
05.2024 - 08.2024
  • Developed and maintained Excel spreadsheets to assist Senator Steinhardt's team in identifying optimal advertising locations to enhance voter outreach for the upcoming election.
  • Participated in meetings with Senator Steinhardt to gain insights into New Jersey’s budgetary allocations and the strategic planning of expenditures for various projects.
  • Completed data cleaning and data validation of existing spreadsheets to promote robust data management platform, resulting in accurate data analysis and entry.

Finance Internship

Unity Bank
05.2024 - 06.2024
  • Analyzed and reviewed public financial statement filings for Unity Bancorp and other peer institutions (i.e. Earnings Releases and 10-Ks, etc.).
  • Assisted in Accounts Payable vendor clean up and remediation initiatives.
  • Utilized Microsoft Excel, Microsoft Word, and Prologue.
  • Organized physical files included legacy share certificates and loan documents.

Education

Bachelor of Arts - Finance

Jacksonville University
Jacksonville, FL
05-2026

Skills

  • Peer Leadership
  • Data Analysis
  • Data entry
  • Bookkeeping
  • Data evaluation
  • Statement preparation
  • Financial documentation
  • Proficient in Excel
  • Electronic and paper filing
  • Professionalism and work ethic
  • Finance
  • Financial management

Awards

Recipient of 8 National Championships (2018 – Present)

Timeline

Wealth Management Assistant

Nisivoccia
06.2025 - Current

Liaison Officer

Cox Enterprises
05.2025 - Current

Data & Outreach Intern

Congressman Tom Kean
05.2024 - 08.2024

Data Analyst Intern

Douglas Steinhart Warren County Commission Office
05.2024 - 08.2024

Finance Internship

Unity Bank
05.2024 - 06.2024

Bachelor of Arts - Finance

Jacksonville University

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