Tyler Long
Chicago,IL
Summary
Dynamic wealth management professional with proven success in client relationship management, accruing $25 million in new AUM. Expertise in cross-functional collaboration and team leadership.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Wealth Management Associate
Zacks Investment Management
Chicago, IL
08.2024 - Current
- Accrued $25 million in new AUM over 18-month period.
- Identified and engaged prospective clients for private client group.
- Collaborated with sales and advisor teams to streamline client onboarding, managing follow-up communications and document exchanges.
- Achieved promotion to Senior role within one year of employment.
- Led team of junior associates, guiding achievement of weekly, monthly, and quarterly goals.
- Developed a deep understanding of our core strategies and SMA models.
Intake Consultant
Bridge Legal
Chicago, Illinois
10.2023 - 08.2024
- Managed case files and maintained accurate records, ensuring timely updates for ongoing matters.
- Learned criteria and restrictions for multiple multi-district litigations, enabling effective case assessment.
- Cross-trained as case manager and intake consultant, guiding clients through entire legal process.
Insurance Agent
Bankers Life Insurance
Schaumburg, Illinois
03.2020 - 10.2020
- Guided clients in selecting suitable insurance products and coverage options to meet their specific needs.
- Informed clients about benefits and features of various insurance plans to enhance their understanding and decision-making.
- Collaborated with management to execute specialized tasks, ensuring alignment with organizational goals.
Education
Bachelor of Science - Advertising
Southern Illinois University, Carbondale
Carbondale, IL12-2022
Skills
- Sales execution
- Sales strategy
- Client relationship management
- Cross-functional collaboration
- Team leadership
- Problem solving
- Document management
Certification
Series 65
Timeline
Wealth Management Associate
Zacks Investment Management
08.2024 - Current
Intake Consultant
Bridge Legal
10.2023 - 08.2024
Insurance Agent
Bankers Life Insurance
03.2020 - 10.2020
Bachelor of Science - Advertising
Southern Illinois University, Carbondale