Tyler Dolan
Summary
Responsible employee with good judgment, time management, and a flexible schedule. Frequently praised as hard-working by my peers, I can be relied upon to help your company achieve its goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Business Finance Advisor
National Business Capital
Hauppauge, NY
06.2023 - 03.2024
- Successfully generated new business and expanded client base by identifying and cultivating relationships with small and medium-sized businesses seeking financing solutions.
- Collaborated with internal teams, including underwriters and credit analysts, to expedite loan processing, mitigate risk, and ensure timely approvals for clients.
- Achieved sales by skillfully presenting loan options, negotiating terms, and successfully closing deals while prioritizing customer satisfaction.
FINANCIAL SERVICES REPRESENTATIVE TRAINEE
Aegis Capital
05.2021 - 06.2023
- Evaluated client accounts to verify compliance with all applicable regulations
- Developed in-depth knowledge of available financial products to advise clients accordingly
- Explored financial possibilities with customers by identifying issues and finding solutions.
MANAGER
Impressive Parking
07.2016 - 09.2022
- Communicated plans and actions to meet departmental goals
- Orientated and trained employees, encouraging confidence and helping individuals adapt faster to job roles.
Education
BACHELOR OF ARTS (B.A.) IN BUSINESS -
East Stroudsburg University
East Stroudsburg, PA05.2021
Skills
- Good Telephone Etiquette
- Problem-Solving
- Analytical Thinking
- High Net Worth Individuals Marketing
- Information Gathering
- Account Documentation
- Financial Markets
- Account Retention
- Information Updates
Certification
• Securities Industry Essentials
References
Daniel Dvorznak, Aegis Capital, Financial Advisor Manager, (516) 220-9360, ddevo8675@gmail.com
Timeline
Business Finance Advisor
National Business Capital
06.2023 - 03.2024
FINANCIAL SERVICES REPRESENTATIVE TRAINEE
Aegis Capital
05.2021 - 06.2023
MANAGER
Impressive Parking
07.2016 - 09.2022
BACHELOR OF ARTS (B.A.) IN BUSINESS -
East Stroudsburg University