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

Master'S Degree, Organizational Leadership

Bachelor Of Arts (Ba), Political Science And Government