Tyler Egger
Financial Professional
Fullerton,CA
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, risk management and investments.
Overview
9
9
years of professional experience
5
5
years of post-secondary education
3
3
Certifications
Work History
Financial Professional
One Pacific Financial Strategies
Carlsbad, CA
04.2021 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during financial planning process.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
Manager
Lamppost Pizza
Yorba Linda, CA
02.2015 - 04.2021
- Managed approximately 20 employees and trained on all aspects of their jobs including training on registers and sales tracking system, customer service skills, menu and daily procedure knowledge.
- Oversaw staff to ensure operations ran smoothly.
- Resolved any customer concerns and complaints.
- Balanced daily sales with those tracked in system nightly.
Education
Bachelor of Arts - Finance
Cal State University of Fullerton
Fullerton, CA 01.2019 - 12.2020
Associate of Arts - Business Entrepreneurship
Santiago Canyon College
Orange, CA 08.2015 - 12.2018
Skills
- Client Relations
Ability to Prioritize Tasks
Works Well Under Pressure
Stock Market Understanding
Attention to Detail
Pipeline Management
Investment Consulting and Planning
- Investment Consulting and Planning
Certification
Life, Accident & Health
Timeline
Series 66
11-2022
Series 7
08-2022
Financial Professional
One Pacific Financial Strategies
04.2021 - Current
Life, Accident & Health
04-2021
Bachelor of Arts - Finance
Cal State University of Fullerton
01.2019 - 12.2020
Associate of Arts - Business Entrepreneurship
Santiago Canyon College
08.2015 - 12.2018
Manager
Lamppost Pizza
02.2015 - 04.2021
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