Tyler Westmeyer
Perrysburg,OH
Summary
Goal-oriented manager with distinguished experience in finance and sales industries with proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and increasing efficiency. Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.Committed to streamlining procedures while optimizing employee talent.
Overview
12
12
years of professional experience
Work History
Financial Advisor
Northwestern Mutual
05.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
Cryptocurrency Trader
Self Employed
01.2013 - Current
- Optimized portfolio performance by conducting thorough research on various cryptocurrencies and blockchain projects.
- Enhanced trading strategies by analyzing market trends and leveraging technical indicators.
- Implemented effective communication skills when discussing complex cryptocurrency concepts with clients or colleagues who had varying levels of familiarity with the subject matter.
- Improved profitability by utilizing fundamental analysis to identify undervalued digital assets.
- Developed and maintained a comprehensive understanding of the underlying blockchain technology fueling various digital assets, allowing for informed decision-making in trading activities.
- Consistently exceeded personal trading targets, demonstrating a keen ability to adapt and thrive in rapidly changing market conditions.
- Reduced risk exposure with meticulous management of stop loss orders and position sizing techniques.
- Developed comprehensive understanding of regulatory compliance requirements surrounding digital asset trading activities in the United States.
- Maintained detailed records of trades, facilitating regular performance evaluations and continuous improvement efforts.
- Compiled and analyzed data to determine approaches to improve sales and performance.
Executive Sales Manager
IDT/ Residence Energy
08.2023 - 03.2024
- Expanded market share with strategic prospecting, targeting new customers in untapped industries.
- Built a strong referral network through exceptional service delivery, resulting in a consistent flow of new leads from satisfied clients.
- Increased sales revenue by consistently meeting and exceeding sales targets through effective client relationship management.
- Provided Daily training to enhance sales techniques and customer retention
- Developed individualized approaches to further encourage employee retention and growth
- Oversaw day to day business activities, responsible for most decisions and guidance.
Cannabis Sales Director
Free Agent
01.2016 - 12.2022
- Enhanced customer satisfaction with a focus on fostering long-term relationships, consistently addressing client needs, and providing exceptional service.
- Utilized consumer trends to shape sales approaches.
- Negotiated high-value contracts with key clients, ensuring mutually beneficial outcomes for all parties involved.
- Executed strategic plans for growth and new acquisitions.
- Boosted sales revenue by developing and implementing strategic sales plans and initiatives tailored to the organization''s goals.
- Increased average deal size by upselling additional products and services to existing clients.
- Developed key partnerships with industry-leading organizations to strengthen professional network and expand future business opportunities.
Education
Bachelor of Science - Political Science (Law)
University of Toledo
Toledo, OH05.2018
High School Diploma -
Anthony Wayne High School
05.2013
Skills
- Investment advice
- Sales expertise
- Relationship building and management
- Financial Advising
- Sales and Marketing
- Risk Assessment
- Client Relations
- Stock market understanding
- Wealth Management
- Financial Forecasting
- Financial Services
- Account Performance Reviews
- Cash Handling
Timeline
Financial Advisor
Northwestern Mutual
05.2024 - Current
Executive Sales Manager
IDT/ Residence Energy
08.2023 - 03.2024
Cannabis Sales Director
Free Agent
01.2016 - 12.2022
Cryptocurrency Trader
Self Employed
01.2013 - Current
Bachelor of Science - Political Science (Law)
University of Toledo
High School Diploma -
Anthony Wayne High School
Similar Profiles
Nicholas SennottNicholas Sennott
Financial Advisor at Northwestern Mutual Wealth ManagementFinancial Advisor at Northwestern Mutual Wealth Management
Jackson FordJackson Ford
College Financial Representative at Northwestern MutualCollege Financial Representative at Northwestern Mutual
Aaron M SalleyAaron M Salley
Life underwriting consultant at Northwestern MutualLife underwriting consultant at Northwestern Mutual
Ryan CragueRyan Crague
Associate Financial Representative at Northwestern MutualAssociate Financial Representative at Northwestern Mutual
Katelyn OlinKatelyn Olin
Assembly Line at Spartan Chemical CompanyAssembly Line at Spartan Chemical Company