Tyler Randolph
Coral Springs,FL
Summary
Skilled Co-Founder with a proven track record in startup development, strategic planning, and securing funding for growth. Expert in leading teams, fostering partnerships, and driving business success in fast-paced environments. Deep understanding of the alternative investment space with a focus on customer satisfaction and revenue growth.
Overview
25
25
years of professional experience
Work History
Co-Founder & Chief Aggregation Officer
Capstone Alternative Strategies
Atlanta, Georgia
03.2011 - Current
Led the development of sales and marketing channels, enhancing private securities issuancein the alternative investment space.
- Oversaw comprehensive policy analytics, ensuring top-notch quality from start to finish.
- Monitored entire third-party associations, spanning policy procurement to payoffs.
Independent Health & Life Insurance Agent
AMR Services, Inc.
Indianapolis, IN
06.2003 - 03.2011
Founder of Independent Health and Life Insurance Agency.
- Built and managed client relationships to ensure high levels of customer satisfaction.
- Guided clients through life and health insurance selection, ensuring optimal coverage and satisfaction.
Internal Mutual Fund Wholesaler
Conseco Capital Management
Carmel, IN
11.2000 - 06.2003
Wholesaler of mutual funds to Broker/Dealers, Banks, and Independent Financial Advisors.
- Devised sales optimization plans to enhance revenue generation in designated region.
- Conducted ongoing research to remain up-to-date with industry trends.
Internal Annuities Wholsaler
The Hartford
Philadelphia, PA
01.2000 - 11.2000
Wholesaler of annuities to Broker/Dealers, Banks, and Independent Financial Advisors.
- Formulated strategic plans to enhance sales performance within the territory.
- Established and sustained strong working relationships with financial advisors, office managers, and compliance departments.
Education
Bachelor of Science - Marketing & Finance
The Kelley School of Business - Indiana University
Indianapolis, IN05-1999
Skills
- Strategic Partnerships
- Operations Management
- New Business Development
- Team Leadership
- Financial Analysis
- Customer Relations
Achievements
- Top Sales Agent in the country for six years for American Republic Insurance Company
- Oversaw launch of new issuers leading to annual gross revenues in excess of $10,000,000.
Timeline
Co-Founder & Chief Aggregation Officer
Capstone Alternative Strategies
03.2011 - Current
Independent Health & Life Insurance Agent
AMR Services, Inc.
06.2003 - 03.2011
Internal Mutual Fund Wholesaler
Conseco Capital Management
11.2000 - 06.2003
Internal Annuities Wholsaler
The Hartford
01.2000 - 11.2000
Bachelor of Science - Marketing & Finance
The Kelley School of Business - Indiana University
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