Dylan Fox Email & Phone Number

New York, New York, United States

New York, New York, United States

• Managing firm’s social media platforms (Instagram, Facebook, LinkedIn), creating original content based on firm’s “Seasons of Planning” calendar, to increase engagement with current clients
• Utilizing Levitate marketing software to push content out to all platforms

New York, United States

• Updated and oversaw Redtail CRM, related to assigned tasks/workflows for specific clients
• Led initiative to audit user defined fields (UDFs) in Redtail to improve efficiency for the firm
• Worked closely with firm’s CIO to simulate portfolio creation in Hidden Levers for sample clients
• Recommended enhancements, and ultimately overhauled firm’s social media presence
• Executed beneficiary review project for all client accounts, successfully updating all beneficiaries
• Received basic training in eMoney, created sample financial plan to be used by firm as software demo

Syracuse, New York, United States

• Managing all assets, generating average revenues of $5,000 per show, totaling $180,000 in 2 years
• Directly oversaw budget, including profit sharing structure and reinvested income, making sure the venue, all employees, musical acts, and vendors, receive proper compensation for each show
• Led promotional partnership with 700 cap Syracuse music venue, The Lost Horizon, generating over$9,300 in ticket revenue in 3 shows
• Created strategic partnership with Phi Kappa Theta fraternity to create a student-led music festival,Walnutpalooza, which raised over $10,500 for Children’s Miracle Network hospitals

Syracuse, New York, United States

• Met 1 on 1 with students to advise them on topics such as spending, saving, and student-loans
• Led various informative presentations on financial literacy to a wide range of student groupsCoach Development Program, Aug 2021 – Dec 2021
• Training program for coach position which includes a rigorous 3-credit personal finance course

Blacksburg, Virginia, United States

• Supported advisors in research, client deliverables, and internal data summary document creation
• Assisted lead advisors with meeting prep, follow-up, and took detailed notes during client meetings
• Monitored and updated Retail CRM software, Wealth Access (client portal), and Microsoft SharePoint with vital client information and up-to-date client records
• Interfaced daily with Schwab Advisor’s Center and TD Veo One to pull information on client accounts
• Wrote multiple blog posts on relevant financial planning topics for firm’s website

Syracuse, New York, United States

• Managed finances for non-profit Jewish life center at university which caters to over 2500 Jewish students on campus
• Raisied and budgeted funds to further programming initiatives

• Completing 600+ lifetime orders in a professional and timely manner, earning a 4.95/5 rating

Syracuse, New York, United States

• Provided hardware and software troubleshooting to departments around campus
• Helped with the documentation and resolution of tickets through virtual and in-person support

Tysons Corner, Virginia, United States

• Greeted and sat customers in upscale and fast-paced Brazilian restaurant
• Attended to significant numbers of business-oriented clientele in a professional and timely manner

Bachelor Of Science - Bs, Finance And Real Estate (Double Major)

High School Diploma

Partial High School