Tyler Mcmahon, Cfp® Email & Phone Number

Valley Forge, Pa, Us

Senior financial advisor managing a book of 235+ relationships between $500,000 and 3 million in assets under managementResponsible for onboarding new leads and maintaining relationships while making a true impact on client’s lives by providing holistic customized financial advice for an affordable cost with an emphasis on tax and retirement planningAssisted in mentoring current and previous Financial Advisor Development Program (FADP) participants in conjunction with the CFP Board’s experience requirements of the Apprenticeship Pathway

Valley Forge, Pa, Us

Financial advisor onboarding and managing relationships between $50,000 and $500,000 in assets under management within Personal Advisor Services

Valley Forge, Pa, Us

FADP is a 27-month program consisting of 3 rotations throughout Vanguard’s advice related businesses. Upon successful completion of the rotational program, participants launch into an Advisor role with the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. The program requires participants to obtain the Series 7 & 66 licenses and provides ongoing training opportunities, aligning with each rotational assignment. Rotations include experiences and activities that satisfy the CFP Board experience requirements of the Apprenticeship Pathway including regular interaction with clients and ongoing mentorship from a Senior Financial Advisor.

Philadelphia, Pennsylvania, Us

The Financial Planning Association’s (FPA) mission is to help students cultivate an understanding of the latitude of topics in the personal financial planning/advising industry. Members will learn about the value of a Certified Financial Planner™, goals-based wealth management, current regulation changes, behavioral finance, and relationship building from senior financial advisers in the Philadelphia area. Our speakers represent numerous firms looking to hire passionate students for internships and jobs.

Philadelphia, Pennsylvania, Us

Responsible for reaching out to established financial planning professionals in the field to speak at the organization; responsible for communicating with speakers at every step of the process. Actively promote FPA with a team of professionals within Temple University to ensure the success of planned events by enhancing engagement and send out weekly engagement updates.

Valley Forge, Pa, Us

- Researched and collaborated with colleagues cross-site to construct and present bi-weekly business and investment acumen projects- Participated in corporate networking events to develop an in-depth understanding of Vanguard’s mission and investment philosophy- Utilized CRM skills to facilitate plan delivery calls while implementing Vanguard’s business and investment methodology- Delivered a capstone presentation to senior management to influence development within the C2C Advice Internship- Volunteered by helping the Share Food Program distribute food to low-income Philadelphia residents facing hunger shortages

Philadelphia, Pa, Us

Organized career development events including resume building and interview skills to add value to over 230 members. Designed and implemented the organization’s 2017 schedule by creating 2 professional development modules.

Milwaukee, Wi, Us

We help people make some of the most important decisions of their lives. We specialize in helping families protect what is most important to them, while developing discipline saving strategies to achieve their personal and financial goals.We specialize in:-Retirement Planning-Estate Planning-Wealth Management-Risk Management-Life Insurance-Disability Insurance-Long Term Care Insurance-Investments-Annuities-Mutual Funds-Education Planning-Small Business Planning-Implementing Strategic Company Group Benefits

Philadelphia, Us

• Prepared stock pitches and initiating coverage reports by conducting market research, financial analysis, and relative valuation on companies in S&P 500 Consumer Sector to capitalize on undervalued securities.• Created forecasts, discounted cash flow models and relative valuation tables using Excel to support research in initiating coverage reports and to calculate 52 week price targets.• Used Bloomberg, Capital IQ, Thomson One, S&P NetAdvantage and other industry research tools to perform equity research and to search for undervalued companies.

Philadelphia, Us

The purpose of The William C. Dunkelberg Owl Fund is to provide the Temple University students with an active learning environment where they put investment principles into practice to achieve professional and personal goals related to investment management. The Owl Fund has a portfolio composed of equity investments throughout various sectors of the economy. Industry standard research tools such as Bloomberg Professional, Morningstar, and Capital IQ are used to conduct company due diligence and valuation in creating research reports in order to find value investments within the S&P 500. Once a stock is found it is the sector's job to compose a research report and then pitch their stock to their fellow fund members who will then vote to decide if the stock should become a part of the fund.

Philadelphia, Pennsylvania, Us

Utilized Factset to research, extract, and analyze stock market trends. Pitch thorough self conducted research on S&P 500 Technology companies to an alumni panel from the Fox School of Business and industry employers. Analyze market trends and news articles to find potential catalysts, moats, and risks within the industrial sector

Over the past four years, I have been Summer Camp Counselor for 3 of those years, a full-time Party Coordinator, and I have coached/ taught younger kids how to play soccer and lacrosse. I have worked with a lot of parents and kids over my four-year tenure at Bucksmont which has really honed in on my people skills. I am looking for a career that will continue to utilize everything I've learned thus far and open new opportunities.