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
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
• Securities Industry Essentials
Similar Profiles
Danielle NicosiaDanielle Nicosia
Sales Support Specialist at National Business CapitalSales Support Specialist at National Business Capital
Brandon KeanyBrandon Keany
Business Finance Advisor at National Business CapitalBusiness Finance Advisor at National Business Capital
Glen WilhelmGlen Wilhelm
Regional Structural Fire Protection Specialist at National Park Service; National Capital RegionRegional Structural Fire Protection Specialist at National Park Service; National Capital Region