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Are you confident you're making the right financial decisions?Would you prefer to see your children or favorite charity benefit from your legacy instead of the IRS?Are you seeking better savings and investment strategies?At Elysium Financial & Wealth Management, we specialize in empowering individuals and couples to achieve financial clarity and security. Our services include:Retirement Planning: Customized strategies for a secure future.Investment Tax Planning: Minimize taxes while maximizing returns.Savings & Investment Plans: Tailored solutions to meet your financial goals.Social Security & Life Insurance Planning: Navigate key decisions with confidence.Risk Management: Protect your assets with life, disability, and long-term care insurance.We simplify complex financial processes like 401(k) rollovers and account consolidation for easier retirement investment tracking. When appropriate, we guide clients through Roth IRA conversions, including backdoor and mega backdoor strategies.For business owners, we help establish and manage SEP IRAs, SIMPLE IRAs, and 401(k) plans to support their employees and personal financial goals.Let us help you build a legacy that truly reflects your values while optimizing your financial future.Elysium Wealth Management, LLC is an SEC Registered Investment Adviser. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction. All investment strategies have the potential for profit or loss. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
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Bni (Business Network International)Murray, Ut -
Personal Financial AdvisorElysium Apr 2024 - PresentSouth Jordan, Utah, Us𝗠𝗼𝗿𝗲 wealth 📈 𝗹𝗲𝘀𝘀 taxes 📉 𝗹𝗼𝘄𝗲𝗿 riskAt Elysium Financial, we help individuals and families secure financial freedom through expert financial advising. Our services include retirement solutions, 401(k) rollovers, and comprehensive life and health plans designed to help you achieve your financial goals. -
Client Success ManagerExecutech Jun 2022 - Aug 2024South Jordan, Ut, UsCustomer Success for productivity, experience solutions, and business process transformation platforms. Collaborate with both business and IT stakeholders. I deliver value through experience by building and maintaining executive-level stakeholder relationships and leading value proposition conversations, aligned to customer priorities and outcomes including digital transformation.Articulate, demo, and present complex customer concepts to varying audiences.Ensure consumption and partner engagement through opportunity and pipeline mgmt. Leading virtual teams to develop and drive consumption opportunities through influence. Identify and document consumption best practices and customer references to further grow the success at other clients and with other accounts teams. Road Map creation through employee experience, focused design of customer solutions, and implementation. -
Information Technology ConsultantExecutech Apr 2021 - Jun 2022South Jordan, Ut, UsIT Implementation and Systems Administration - CTO for 8 Small to midsized businesses - Roadmap Creation, implementation of systems management including; cyber security, Microsoft Azure AD, O365, Server Management, firewalls, system backups on premise and cloud.
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Financial Enablement ConsultantInvesting Paradigms Aug 2016 - Aug 2024Coach, Facilitator, Educator and Key Note Speaker. The place for all of my side hustles. Provided coaching for investment education including: stocks, Forex, futures, cryptocurrency, options, and Real Estate. Broke through psychological barriers that would then lead to success.• Create engaging learning content for in-person and computer-based delivery• Developed content, facilitated implementation and evolved learning• Flipped homes for 20% average profit
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Learning And Development ConsultantIvanti Jun 2020 - Oct 2020South Jordan, Ut, UsProvided onboarding, training, and general assistance to all new clients on the Ivanti software platform.• Certified in Ivanti Service Manager, Xtraction and Asset Manager• Updated Training Guides and Lab Guides • Created Practice Drills to teach application of concepts -
Senior Sales TrainerMx Sep 2019 - Mar 2020Lehi, Utah, UsSales development and onboarding. Designed, developed, and deliver highly technical, data driven onboarding sales training program. Created survey evaluations to prove business outcomes. Managed a team of people and resources to create, design, and deliver sales training.• Consolidated training and accelerated onboarding from 8 weeks down to 6 weeks• Created eLearning Self-Paced Sales Certification for remote workers creating convenience• Transformed live training classes to remote e-learning using Adobe Captivate, saving 4 hours per week of time, with no drop in efficiency -
Investment CoachResponse Marketing Group Sep 2018 - Sep 2019Lindon, Utah, UsFacilitated weekly online group and individual coaching sessions and classes. Created, iterated, and delivered product management on all types of investment strategies.• Developed MasterMind trading groups, multiplying use of coaches by nearly 10X• Developed data driven, simplistic, new client roadmap saving 3 hours per client• Grew attendance in online trading group by 50%• Facilitated implementation of Agile learning techniques into adult education -
National Account ExecutiveDocumatix Aug 2016 - Jan 2017SaaS Presentation sales, training creation, client connection, connecting banks with their clients through SaaS email marketing.
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Senior Learning And DevelopmentE*Trade Financial Corporation Oct 2015 - Aug 2016UsFacilitated first two weeks of Sales new hire training. Iterated content to speed impact on new hires. Optimized new hire effort Created engaging e-learning content. Led new product team on Exchange Traded Fund (ETF) implementation.• Increased NPS for Sales New Hire Training from 75% to 95% in 6 months.• Increased end user feedback by 3X multiple, to thoroughly connect with customers• Implemented agile process, decreasing content development time in Articulate by 25% • Increased ETF sales output by 138% -
Educator, Coach, And PresenterTd Ameritrade May 2009 - Oct 2015Omaha, Ne, UsFacilitated weekly online group and individual coaching sessions and classes. Created, iterated, and delivered product management on all types of investment strategies. • Developed weekly Trading Room from 25 weekly attendees to over 200• Increased ETF product NPS from 85% to 98%Lead product revamp of AO to create consistency and progression using Adult Learning Principles• Increased AO product NPS from 88% to 98%• Gained 25% increase in sales yoy and 20% increase in client satisfactionTeamed to created two brand new products, Income Investing and Long Term Investing• Increased overall income by 15% with new product launch• Launched a new tool to support ETF product, raised attendance 50% over 3 months -
Investment Coach At InvestoolsInvestools Mar 2004 - Aug 2007Draper, Ut, Us•Delivered proprietary Investools clients instructor led virtual training, online via WebEx, class room training with classes up to 500 people•Strategic planning with sales partners to create specific training for enabling higher level conversations in smaller amounts of time, demonstrated by reducing new student average interactions from 24 minutes to 11 minutes per call •Mentor local and online investor user groups by providing structure needed for creation and success of groups•Recreated coursework using Instructional Design Methods with updated technology capabilities collaborating with multiple departments
Tyler Thomas Skills
Tyler Thomas Education Details
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Western Governors UniversityInformation Technology -
University Of PhoenixBusiness Management
Frequently Asked Questions about Tyler Thomas
What company does Tyler Thomas work for?
Tyler Thomas works for Bni (Business Network International)
What is Tyler Thomas's role at the current company?
Tyler Thomas's current role is I take care of people by empowering them to achieve financial success.
What is Tyler Thomas's email address?
Tyler Thomas's email address is th****@****hoo.com
What is Tyler Thomas's direct phone number?
Tyler Thomas's direct phone number is +180186*****
What schools did Tyler Thomas attend?
Tyler Thomas attended Western Governors University, University Of Phoenix.
What are some of Tyler Thomas's interests?
Tyler Thomas has interest in Children, Coaching, Economic Empowerment, Soccer, Education, My Family, Real Salt Lake.
What skills is Tyler Thomas known for?
Tyler Thomas has skills like Investments, Training, Management, Strategy, Strategic Planning, Sales, Instructional Design, Options, Leadership, Financial Markets, Marketing, Public Speaking.
Who are Tyler Thomas's colleagues?
Tyler Thomas's colleagues are Martin Ridewood Cert Cii, Renata Fonseca, Nils Neuenfeldt, Cherel Edel, Paride Boi, Ashish Bhave, Real Estate I Wealth Creation I Wealth Management I Contribution, Mousami Nilakhe.
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