Tyler Samani, CFA
Morristown
Summary
Results-driven financial analyst with strengths in financial analysis, risk assessment, and data visualization. Detailed understanding of life insurance operations and investment structures. Proven ability to manage portfolios and support high-level presentations for C-suite executives.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Analyst II
AM Best
Oldwick
01.2025 - Current
- Successfully managing a portfolio of 20+ North American life insurance companies.
- Responsible for meeting with and presenting to C-suite management.
- Conducting comprehensive analysis of financial statements and credit ratings to identify key risks and trends.
- Supporting the Life Insurance team through the completion of various projects, including industry research reports, internal presentations, and participation in working groups.
Financial Analyst I
AM Best
Oldwick
02.2023 - 01.2025
Associate Analyst
AM Best
Oldwick
06.2021 - 02.2023
Mortgage Loan Advisor
Freedom Mortgage Corporation
Mount Laurel
10.2016 - 07.2018
- Exercised detailed analysis and judgment to analyze clients' problems and needs; adapted loan programs to improve clients' financial situations.
- Selected by management to launch new sales vertical in partnership with a core
team of professionals. - Ensured continuity of leadership by assuming the role of President of the Advisory Council.
Education
CFA Charterholder - Finance
CFA Institute
Charlottesville, VA04-2025
Master Of Financial Analysis (MFinA) - Finance
Rutgers Business School
New Brunswick, NJ05-2020
Bachelor Of Arts (BA) - Economics
Rutgers University
New Brunswick, New Jersey, NJ05-2016
Skills
- Financial analysis and risk assessment
- Portfolio management
- Industry research
- Data visualization
- Project management
- Microsoft Excel
- Presentation and communication skills
Certification
CFA Charterholder - ID# 8977992
Timeline
Financial Analyst II
AM Best
01.2025 - Current
Financial Analyst I
AM Best
02.2023 - 01.2025
Associate Analyst
AM Best
06.2021 - 02.2023
Mortgage Loan Advisor
Freedom Mortgage Corporation
10.2016 - 07.2018
CFA Charterholder - Finance
CFA Institute
Master Of Financial Analysis (MFinA) - Finance
Rutgers Business School
Bachelor Of Arts (BA) - Economics
Rutgers University