Tyler Rue 📊 Email & Phone Number

San Diego, Ca, Us

Supporting LPL’s Next Best Action (NBA) program, which aims to provide actionable insights to our advisors and drive business growth.

Valley Forge, Pa, Us

I am a specialist in the Chief Data Analytics Office where I build automated tools and visualizations that save time, money, and make lives better!

Valley Forge, Pa, Us

I served as inside consultant that ops managers came to for insights, analysis, and recommendations on their business.I also owned near-term forecasting, and leveraged scenario modeling to influence leader decisions and improve outcomes while balancing the client and business experience.

Valley Forge, Pa, Us

- Provided investment guidance and education to 20+ high-net-worth investors per day through needs-based analysis and utilization of client relationship management skills to position advice solutions- Improved adviser lead rates by creating an Excel model that analyzes inbound calls across a wide range of variables, identifying weak points, and presenting solution recommendations to routing managers- Directed multiple reporting projects for a senior retail manager, including monthly presentations to manager and senior roundtables to communicate analysis of business performance

Rexburg, Idaho, Us

- Taught weekly lectures for upper-division Investment Analysis course in place of professor for half the semester, with topics including bond pricing, efficient market hypothesis, and equity valuation- Successfully organized and graded coursework for 150+ students per week, met weekly deadlines, and mentored peers in macro and micro-economics, investment analysis, and spreadsheet modeling

Rexburg , Idaho , Us

- Led 80+ members in a $6.7M endowment fund, including supervision over 10+ fund research projects- Mentored students on soft and hard skills involving leadership, networking, interviewing, teamwork and communication, presenting, and market and equity research- Boosted membership retention 40% by developing a new-member program that educates students inexperienced in finance and accounting through interactive projects coached by society leaders- Innovated society leadership methods across BYUI’s entire business college by founding and leading a five person research team that conducted a study investigating student sentiment and awareness- Grew relationships with alumni at firms such as Vanguard, Goldman, and JPM to help society members network and build brand value overall for both BYU-I and its endowment fund

Rexburg , Idaho , Us

- Directed and organized seven analysts in a comprehensive equity analysis to determine the investment viability associated with JetBlue, including a formal written report and presentation modeled after the CFA Research Challenge- Researched U.S. tax laws, oil futures, and hedging strategies and applied that knowledge to provide a more accurate forecast of how the current economic climate will benefit/hurt JetBlue’s future value- Met hard weekly deadlines, organized and facilitated team meetings, and edited final written report

Rexburg, Idaho, Us

- Led two internship teams in the research, analysis, and overall presentation/recommendation to clients, which resulted in over 350 hours of total research accomplished, along with several formal write-ups of detailed analysis- Successfully organized over 100 hours of course research and implementation strategies that aided a technical school board in preparing and adapting their program to be more competitive and responsive to its changing field- Strengthened a banks expansion plans by visualizing over 59k businesses and analyzing how competitive it is based on location to current and potential clients, as well as competitors such as other banks and credit unions

Salt Lake City, Utah, Us

- Built and launched a first-generation economic industry report for Idaho with six team members, reporting directly to the Chief Economic and Public Policy Officer of Zions Bank, and over 300 hours of total project time- Effectively demonstrated correlation between the impact universities/colleges have on local economies and the larger impact that has on construction industry jobs, income, housing prices, and how it all compares to national levels - Created the project plan for the team, provided a clear direction, total timeline, weekly deadlines, agendas, and per-person assignments that benefited the skill-set of each team member- Designed data tools in excel to give the research an interactive feature for the user, including visual data maps and tables, and self-taught InDesign to custom-model the report in a professional and enjoyable fashion- This project provides an understanding of the Idaho construction industry and its effect on jobs and income for the state of Idaho. Additionally, this report is built to inform and help professionals, community leaders, and the general public make decisions concerning the economy of Idaho.

Rexburg , Idaho , Us

- Provided an investment recommendation to BYU-I faculty members concerning the $6.3MM BYU-Idaho Endowment Fund- Led and instructed a team of 3-4 analysts in analyzing financial securities- Taught and provided insight to equity valuation

Rexburg , Idaho , Us

- Researched and analyzed Applied Materials Inc., an established firm within the technology sector- Met weekly deadlines, reported findings to Sector Manager each week, took part in writing the Executive Summary, and presented to BYU-Idaho faculty members.

Rigby, Id, Us

- Consistently worked 40+ hr/wks unloading freight shipments and delivering pallets to separate departments from approximately 10 pm to 8:30 am- Organized and stocked over 1300-2000 units each night, which required an extremely fast work-pace and high attention to detail- Took over nightly dairy operations - responsible for the maintenance and organization of all dairy department products- Developed a more efficient stocking process for the dairy department that helped reduce unloading and delivery time by 1hr/shift