Tyler Linkowski, Aif® Email and Phone Number
Tyler Linkowski, Aif® work email
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Tyler Linkowski, Aif® personal email
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Work Plan Retire
View- Website:
- workplanretire.com
- Employees:
- 3
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Diector Of Employee Care At WorkplanretireWork Plan RetireTampa, Fl, Us
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Independent Wealth AdvisorMaia Wealth Mar 2019 - PresentTyler Linkowski is the Director of Employee Care at WorkPlanRetire since 2018 and an Independent Wealth Advisor at Maia Wealth RIA. Tyler specializes in helping individuals and their families create their customized financial path focused around their current and long term goals. His idea of financial security not only utilizes unique strategies to maximize the best use of client assets, but strives to illuminate his clients’ understanding of their path while simultaneously fostering emotional peace of mind and inspiration. His passion is for calming those that feel overwhelmed, unaware, or hesitant about their financial picture and morphing all their fear of money into comfort and excitement. His role as Director of Employee Care is to help companies align their employee benefits to specifically fit their people’s needs, thereby reducing financial scarcity and creating a workplace culture with lower stress and higher productivity. Tyler graduated in 2013 from University of Colorado at Boulder with a BSBA from the Leeds School of Business and is now a licensed Investment Advisor with his Series 7 and Series 66. -
Diector Of Employee Care At WorkplanretireWork Plan Retire Apr 2019 - Present
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Human Capital SpecialistOne Vision Enterprises Mar 2018 - Present
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Financial Services ProfessionalMassmutual Colorado May 2018 - Apr 2019Greater Denver AreaKnowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
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Sales Assistant And Business DevelopmentKws Lending Solutions Jun 2012 - Aug 2012Conducted financial planning sessions with prospective clients to review income statements, cash flow and balance sheets.Structured customized loan requests for business owners.Supervised and coordinated real estate appraisals, title insurance and other documentation for commercial lenders.Presented final loan approval terms and conditions to prospective borrowers.Facilitated client referrals and opened opportunities for new business with a $1.1 billion Investment Advisor.
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Outside Wholesaler - Shadow Senior Marketing DirectorPutnam Investments Apr 2012 - May 2012Presented new mutual fund options to multiple investment firms.Conducted sales calls with brokerage firms. -
Marketing AssistantPropel It Jan 2010 - Jan 2011Researched trucking software while cold calling qualified customer prospects. Identified various partnership opportunities within the transportation industry through research and networking. Outlined additional marketing opportunities for Propel; including trade magazine articles, trade shows and conferences during the launch of the new FuelOpps product.
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Office AssistantPrimesolutions Advisors, Llc Jun 2009 - Aug 2009Updated client and prospect databases to decrease inventory.Prepared tracking spreadsheets in excel for marketing campaign.
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Office AssistantAndrews Industrial Controls Jun 2008 - Aug 2008Reconciled and updated inventory levels in the warehouse and offices. Organized product offerings and materials for prospective clients.
Tyler Linkowski, Aif® Skills
Tyler Linkowski, Aif® Education Details
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Business Administration; Marketing
Frequently Asked Questions about Tyler Linkowski, Aif®
What company does Tyler Linkowski, Aif® work for?
Tyler Linkowski, Aif® works for Work Plan Retire
What is Tyler Linkowski, Aif®'s role at the current company?
Tyler Linkowski, Aif®'s current role is Diector of Employee Care at WorkPlanRetire.
What is Tyler Linkowski, Aif®'s email address?
Tyler Linkowski, Aif®'s email address is ty****@****lth.com
What schools did Tyler Linkowski, Aif® attend?
Tyler Linkowski, Aif® attended University Of Colorado At Boulder - Leeds School Of Business.
What skills is Tyler Linkowski, Aif® known for?
Tyler Linkowski, Aif® has skills like Financial Planning, Finra, Retirement Planning, Risk Management, Business Analysis, Business Transformation, Strategic Planning.
Who are Tyler Linkowski, Aif®'s colleagues?
Tyler Linkowski, Aif®'s colleagues are Thomas Nazzaro, Aif®.
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