Tyler Trahan Email and Phone Number
A people person by every definition! An extroverted and driven individual who has an affinity for building personal and professional relationships. An athlete and musician, as well as a former team leader for the American Cancer Society.A great communicator, natural leader, and highly supportive teammate. I have an affinity for bringing people out of their comfort zone and unlocking their highest potential. I am a recent graduate from the University of South Carolina's Darla Moore School of Business where I received my Bachelor of Science in Business Administration, majoring in finance and risk management & insurance. I am a current Analyst at Wells Fargo as a member of their trust services team. My professional experience includes a position as a Financial Services Intern at Lindsey & Lindsey Wealth Management, Inc. and a former Financial Services Representative at Capstone Financial LLC..
Wells Fargo
View- Website:
- wellsfargo.com
- Employees:
- 246787
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Wealth & Investment Management AnalystWells Fargo Jul 2024 - PresentWinston-Salem, North Carolina, United States
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Financial Services RepresentativeCapstone Financial, Llc Jun 2023 - Aug 2023Atlanta Metropolitan AreaParticipated in an 8-week training program centered around working with clients to help them achieve their financial goals by recommending appropriate strategies, products, and services. Responsibilities included the attendance of classroom training, client prospecting, gathering and sorting client information, conducting in-depth financial analyses, providing financial solutions for clients, and developing relationships with clients. Worked on two high level Microsoft Excel projects to support New Business Development and WealthMD (advisor group focused on medical offices and hospitals). -
Rush ChairmanAlpha Epsilon Pi Apr 2022 - Mar 2023Chairman of the recruitment committee. Developed and facilitated a year-round recruitment program. Oversaw all recruitment promotion for the fraternity, prepared a recruitment calendar, and promoted brotherhood involvement at recruitment events. Kept up-to-date information on potential new members and ensured that they are properly attended to. -
Recreation Therapist & Head LifeguardNorthern Rivers Family Of Services May 2021 - Oct 2022Albany, Ny- Parson’s Child & Family Center for troubled children and teens. Facility designed for students with significant social, emotional, and behavioral challenges as the result of childhood trauma / unsafe living situations.- Facilitated the development of socialization skills and teamwork in a safe/controlled environment through the coordination of many different group games and activities. Taught swim lessons and maintained pool safety at all times.- Deescalated dozens of violent student outbursts on a daily basis and promoted the safety of all students and staff members. -
Financial Services InternLindsey & Lindsey Wealth Management Jun 2022 - Aug 2022Westlake Village, California, United StatesShadowed and strategized with CFPs gaining significant exposure to the financial services industry. Shadowed all aspects of comprehensive financial planning including social security maximization, charitable planning, tax-reduction strategies, investment management, retirement planning, estate planning/preservation, real estate investment trusts, life insurance, and alternative investments. Assisted a team of CFPs as they met with prospective clients, prepared presentations, recommended investments, and helped clients meet their short- and long-term financial goals.
Tyler Trahan Education Details
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Finance; Risk Management & Insurance -
Finance; Risk Management And Insurance -
High School Diploma
Frequently Asked Questions about Tyler Trahan
What company does Tyler Trahan work for?
Tyler Trahan works for Wells Fargo
What is Tyler Trahan's role at the current company?
Tyler Trahan's current role is Wealth & Investment Management Analyst at Wells Fargo.
What schools did Tyler Trahan attend?
Tyler Trahan attended University Of South Carolina, Darla Moore School Of Business, La Salle Institute.
Who are Tyler Trahan's colleagues?
Tyler Trahan's colleagues are Jose Cruz, Marcus Mobley, Alice Nako, Pmp, Csm, Ed Santos, Matt Flint, Cynthia Patterson, Kaitlyn O'grady.
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Tyler Trahan
Lafayette, Louisiana Metropolitan Area6l3harris.com, yahoo.com, yahoo.com, earthlink.net, yahoo.com, gmail.com5 +133725XXXXX
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Tyler Trahan
Gilbert, Az3caltrol.com, gmail.com, thinkaes.com2 +170296XXXXX
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