Tyler Harvey, Mol, Cfp® Email & Phone Number

Greater Seattle Area

• Provide exceptional service as the point of contact on 50+ client relationships• Prepare and present deliverables in client review meetings• Manage client and team inquiries, delegating responsibilities as necessary to ensure action items and follow ups are completed in a timely fashion• Analyze client data and present strategies based on client specific needs and goals involving tax, insurance, real estate, etc.• Reviews current client portfolios and makes recommendations on changes based on both asset allocation and location; considers both strategic and tactical allocation opportunities to maximize return and reduce volatility• Prepares and maintains spreadsheet analysis involving advanced planning topics like tax-loss harvesting, stock option and restricted stock inventories

Greater Seattle Area

• Provided exceptional service as the point of contact on 100+ client relationships • Collaborated with 20+ advisors daily to ensure efficient plan execution• Participated in client meetings; prepared agenda, recorded notes, and coordinated execution of action items with team members as follow up• Worked as the point of contact with multiple third party custodians (Fidelity, TD Ameritrade, etc.) to process client requests• Identified a need and developed curriculum for role specific training during the client implementation process• Trained 15+ coordinators using curriculum

• Built and maintained professional rapport with clients and financial advisors• Consistently exceeded quarterly performance and quality goals • Fielded routine questions from clients and financial advisors concerning client accounts in a pleasant and professional manner • Ensured all necessary paperwork obtained for processing• Worked independently to solve issues using additional resources when necessary • Facilitated the transfer of client funds via check, wire, or ACH based on request

Coordinated and supervised comprehensive and diverse fitness programs • Worked independently during variable working hours • Planned, coordinated, and supervised fitness center and classes• Scheduled, promoted, marketed recreational programming • Supervised marketing strategies to promote student involvement • Managed participant registration in fitness programming • Monitored facility reservation, enforced policy, and evaluated equipment usage • Performed program assessment, evaluation, and reporting • Worked collaboratively to develop and expand programming• Developed leadership through recruitment, hiring, training, and supervision• Completed payroll in accordance with University policy and procedures • Supervised and coordinated all Recreational Sports programs including Intramurals, Fitness, and Facility Management

Master'S Degree, Organizational Leadership

Bachelor Of Arts (Ba), Political Science And Government