Tyler Woodman
Quakertown
Summary
Personable and dependable Finance student at Wall school of Business at Coastal Carolina University, motivated towards a career in wealth management. Committed to contributing my credibility and credentials to my active studies and potential occupation in the future as a graduate in May of 2026.
Overview
8
8
years of professional experience
Work History
Financial Representative
NORTHWESTERN MUTUAL
Center Valley, PA
05.2025 - Current
- Identifying, prospecting, and developing relationships with individual clients and small businesses
- Conducting comprehensive insurance protection needs analysis to assess client’s goals
- Advise and Educate clients on life insurance, Disability insurance, long term Care and employee benefits
- Developed customized financial plans that align with client’s short term and long-term goals
- Utilized CRM systems to track client interaction, manage leads, and ensure compliance with firm standards
Furniture Mover
QT Relocation LLC
Quakertown, PA
01.2023 - Current
- Safely loaded, transported and unloaded household furniture and personal belongings
- Worked efficiently as a team to meet tight schedules while communicating professionally with customers
WIDENER UNIVERSITY FOOTBALL TEAM
08.2022 - 01.2023
- NCAA Division III Intercollegiate level in Middle Atlantic Conference
- Running back, Punt Returner, Kick Returner
Delivery Driver
Finos La calentina
Quakertown, PA
07.2021 - 01.2023
- Communication skills with costumers over the phone and in person
- Responsible for counting sales generated at end of shifts by both the business and my earnings
Tig Welder
EMA Ramps
Quakertown, PA
09.2018 - 01.2023
- Problem solving issues with harder welds
- Manage the rate at which the Rails were produced by the hour
- Teamworking abilities within a three-man crew to have a smooth production line
Field & Event Manager
RASA
Quakertown, PA
06.2020 - 06.2021
- Tasked with assisting guest throughout the softball complex in the right areas
- Resolve altercations/Disputes between umpires and parents
- Responsible for prepping multiple softball fields before and after games played
- Teamworking abilities within a six-man crew to conquer and divide multiple duties at once
Education
Bachelor of Science - Finance
COASTAL CAROLINA UNIVERSITY
Conway, SC05-2026
Bachelor of Science - undefined
WIDENER UNIVERSITY
Chester, PA05-2023
Skills
- Computer: Microsoft Word, Excel certified, PowerPoint
- Soft Skills: Leadership, Teamwork, Public Speaking, Time Management
AWARDS
Dean’s List Widener Spring semester January 2023-May 2023, Dean’s List Coastal Carolina Spring Semester January 2024 – May 2024
Timeline
Financial Representative
NORTHWESTERN MUTUAL
05.2025 - Current
Furniture Mover
QT Relocation LLC
01.2023 - Current
WIDENER UNIVERSITY FOOTBALL TEAM
08.2022 - 01.2023
Delivery Driver
Finos La calentina
07.2021 - 01.2023
Field & Event Manager
RASA
06.2020 - 06.2021
Tig Welder
EMA Ramps
09.2018 - 01.2023
Bachelor of Science - undefined
WIDENER UNIVERSITY
Bachelor of Science - Finance
COASTAL CAROLINA UNIVERSITY