Tyler Howard
Overview
9
9
years of professional experience
Work History
Financial Planning Specialist
MMBB Financial Services
New York, NY
05.2023 - Current
- Cultivated trust with clients to offer peace-of-mind throughout wealth management strategizing.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Counseled clients on financial matters and created a bridge to their beneficiaries.
Senior Financial Advisor
MyRemoteFA
08.2022 - 05.2023
- Recommended strategies to clients to help achieve financial goals.
- Grew assets under management through referrals and new business opportunities.
- Assisted in the development of marketing materials used for promotional purposes.
Financial Planning Consultant
MassMutual
04.2022 - 08.2022
- Analyzed clients' financial situations, identified risks, and recommended solutions.
- Simplified complex financial terminology and concepts to support client comprehension and informed decision-making.
- Created customized presentations for new potential customers outlining services offered by the firm.
Financial Advisor
Strauss Financial Group
Hoover, AL
08.2021 - 04.2022
- Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Provided ethical, objective and holistic financial planning advice to clients.
Due Diligence Analyst
Protective Life Corporation
Birmingham, AL
03.2020 - 08.2021
- Evaluated the legal, operational, and financial aspects of potential investments.
- Prepared detailed reports summarizing the current state of portfolios and providing suggestions for improvement or modification based on market conditions.
- Monitored changes in market conditions that could affect the success of proposed portfolios
Financial Services Professional
Charles Schwab
07.2015 - 03.2020
- Working over the phone and in-person with clients
- Engaged in financial planning, investment selection, and relationship management
- Worked in various departments
Education
MBA -
Purdue Global
07-2020
BBA - Economics
The University of Alabama
Tuscaloosa, AL05-2015
Skills
- Sales
- Comprehensive Financial Planning
- Client Relationship Management
- Investment Advisory and Analysis
- Business Development
- Salesforce
- MoneyGuide Pro
- eMoney
- RightCapital
CERTIFICATIONS
- Series 7
- Series 66
- Certified Financial Planner
Timeline
Financial Planning Specialist
MMBB Financial Services
05.2023 - Current
Senior Financial Advisor
MyRemoteFA
08.2022 - 05.2023
Financial Planning Consultant
MassMutual
04.2022 - 08.2022
Financial Advisor
Strauss Financial Group
08.2021 - 04.2022
Due Diligence Analyst
Protective Life Corporation
03.2020 - 08.2021
Financial Services Professional
Charles Schwab
07.2015 - 03.2020
MBA -
Purdue Global
BBA - Economics
The University of Alabama
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