I'm currently a student majoring in Finance at the Argyros School of Business at Chapman University. I've completed several business-oriented internships in the past, including ones through Denver Public Schools and Colorado Reach, and most recently with Cleargoals.After graduation, I'm hoping to further my education and pursue something in the finance-realm. I'm particularly interested in exploring options for continuing my education in finance, such as pursuing a Master's degree in Finance or obtaining professional certifications like the CFA or CFP.My passion lies in the areas of banking and investing, where I hope to apply my analytical skills and financial acumen to help individuals and businesses achieve their financial goals. Through my academic coursework and experience in various business internships, I have gained valuable insights into the financial industry and am excited about the potential opportunities available to me. I am eager to contribute my skills and knowledge to a financial institution and am dedicated to developing a successful career in the field of finance.Overall, I'm excited about the potential opportunities available to me in the field of finance or banking and am looking forward to exploring different paths for furthering my education and career.
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College Financial RepresentativeNorthwestern Mutual Jun 2024 - Aug 2024Anaheim Hills• Built and maintained a client base through strategic prospecting and networking initiatives• Conducted meetings with potential clients to assess financial goals and provide tailored recommendations• Developed comprehensive financial plans using industry-standard software platforms• Acquired Life, Accident, and Health insurance license to offer diverse financial products• Collaborated in weekly coaching, training, and development sessions, refining sales techniques and financial planning skills -
InternCleargoals May 2022 - Aug 2022• Created social media content centered around certain initiatives and promotions.• Utilized LinkedIn Sales navigator to create potential leads for the company.• Assisted in guiding the company to achieve a compliance certification. • Built various automations in UiPath Studio.• Adapted to changes in project requirements, specifically in Microsoft Excel formatting, for better results and on time delivery.• Adept at collaborating with others regarding specific social media posts and design creation on Canva. -
Food RunnerSyrup May 2021 - Aug 2021• Worked closely with all staff to ensure a smooth dining experience for customers.• Delivered food to tables in an organized and precise manner.• Provided strong customer service skills with customers.• Ensured tables were always clean and cleared promptly. • Maintained orders were accurate and delivered on time.
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InternColorado Reach Feb 2021 - May 2021Denver Metropolitan Area• Researched other companies for potential partnerships. • Communicated updates as they relate to company practices.• Wrote content and posted on the company's social media channels. • Created flyers/newsletters for promotional events. • Marketed the company’s Career Fair through the social media accounts, and newsletter.• Wrote blogs as it relates to other organizations' DEI practices. • Researched organizations for potential to implement DEI initiatives. -
Summer InternDenver Public Schools Career Connect Jun 2020 - Aug 2020Denver Metropolitan Area• Researched Grant opportunities for the school district.• Created content for various newsletters for school-based initiatives and updates.• Contacted and created a script for numerous engineering companies for potential partnerships for students in the district. • Updated Denver Public Schools new forums regarding information about COVID’s impact on schools.
Tyler Barclay Education Details
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Finance, General -
Finance, General
Frequently Asked Questions about Tyler Barclay
What is Tyler Barclay's role at the current company?
Tyler Barclay's current role is Finance major at Chapman University.
What schools did Tyler Barclay attend?
Tyler Barclay attended Chapman University, Pepperdine University, Denver East High School.
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Tyler Barclay
Kings Park, Ny -
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