Tyler S. Cales
Pflugerville,TX
Summary
Dynamic professional with nearly seven years of experience in investor relations and support, adept at managing daily outbound calls and onboarding processes for thousands of investors. Proven expertise in providing comprehensive account assistance, ensuring a seamless client experience. Extensive warehouse experience, including truck and forklift operation. Entrepreneurial background includes founding A&E Gold and Silver Exchange, specializing in procuring precious metals, gems, and antiques.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Forklift Operator/Freight, Staging
Home Depot
04.2025 - 07.2025
- Customer service and staging products
- Forklift Operator
Investor Relations Associate
MicroVentures
01.2017 - 01.2024
- Conducted daily calls with new and existing clients to explain investment structures and offering terms.
- Guided new team members, fostered development, and contributed to a cohesive team environment.
- Contributed to the development and improvement of the investment platform.
- Participated in extensive training sessions focused on cold calling and overcoming client objectives.
- Assisted with investment compliance and onboarding processes.
- Participated in a growing company from (roughly) 75,000 clients to over 250,000 clients
Financial Advisor
Merrill Lynch
01.2016 - 01.2017
- Scheduled client meetings to ensure effective communication and relationship management.
- Attended community events, participated with the Chamber of Commerce.
Sales Assistant
Schertz Bank and Trust (IPI)
01.2014 - 01.2016
- Filed paperwork, set appointments, helped finalize sales by working with the operation team.
- Coordinated and prepared materials for sales seminars, collaborated with our teams to complete business transactions.
Recruiting Associate
IPI – Investment professionals Inc.
01.2013 - 01.2014
- Developed recruiting campaigns for financial advisors, including calls, mail, and email.
- Generated candidate pools using online databases.
Manager
A&E Gold and Silver Exchange
01.2011 - 01.2013
- Coordinated the purchase of metals, stones, and antiques ensuring hi-quality and valuable inventory.
- Hired, trained, and supervised staff to maintain optimal performance and meet operational needs.
- Maintained accurate ledgers and ensured compliance with all state regulations.
Education
Some College (No Degree) - Music Composition
University of New Mexico
Albuquerque, NMBatchelor’s Degree -
University of Texas - San Antonio
San Antonio, TX01.2011
Risk Management
St. Mary’s University
San Antonio, TXassociate degree -
Midland College
Midland, TX05.2007
Skills
- Proficient in operating forklifts
- Forklift operator certification
- Material handling expertise
- Inventory management
- Investor relations
- Account Management
- Proficiency with inbound and outbound calls
- Financial services
Certification
- Series 7
- Series 63
- Life and Health general lines licenses
Timeline
Forklift Operator/Freight, Staging
Home Depot
04.2025 - 07.2025
Investor Relations Associate
MicroVentures
01.2017 - 01.2024
Financial Advisor
Merrill Lynch
01.2016 - 01.2017
Sales Assistant
Schertz Bank and Trust (IPI)
01.2014 - 01.2016
Recruiting Associate
IPI – Investment professionals Inc.
01.2013 - 01.2014
Manager
A&E Gold and Silver Exchange
01.2011 - 01.2013
Some College (No Degree) - Music Composition
University of New Mexico
Batchelor’s Degree -
University of Texas - San Antonio
Risk Management
St. Mary’s University
associate degree -
Midland College
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