Tyler Howarth Email & Phone Number

• Forecast monthly and annual trust account investment and business performance and present it to COO, CFO, and other executives• Develop monthly reports for finance and accounting team• Reconcile large data sets while extracting data from Excel, Access, and SQL• Develop risk management tools to help management decide which products are appropriate for specific customers to minimize losses and maximize profitability

San Francisco, California, Us

400+ hours of hands-on course material, with 1:1 industry expert mentor oversight, and completion of 2 in-depth capstone projects. Mastered skills in analyzing business problems, data analysis, presenting business insights to different stakeholders, SQL, Python and data visualization.

• Develop comprehensive trading strategies based on probability, statistics, and risk management• Create financial models in Excel using Pivot Tables, Conditional Formatting, and complex SumIfs/AverageIfs functions• Manipulate and analyze financial data to make informed investment decisions

Columbus, Ohio, Us

- Develop thorough investigations in order to determine coverage and liability for complex claims- Identify and carefully investigate potential material misrepresentation claims

Columbus, Ohio, Us

- Thoroughly investigate incoming express claims- Determine coverage, liability, and/or disperse claims to appropriate team as necessary- Coordinate damaged vehicle repairs and arrange rental vehicles for insureds and claimants

Chandler, Arizona, Us

- Gathered client info, ran financial plans, and modeled financial portfolios- Created various financial analyses in order for Advisors to provide suggestions for clients - Improved procedures and presentations for Advisors to communicate more effectively with clients

- Analyzed risk, statistics, and anticipated cash flow to determine the estimated ROI of business investment decisions- Helped company achieve over 28% annual growth of Assets Under Management (AUM)- Presented financial analyses and products to clients and management- Managed client portfolios and develop comprehensive investment portfolio analyses

New York, Ny, Us

- Analyzed and strategized retirement income distribution planning and tax planning - Developed asset allocation strategies based on risk tolerance, age, and individual situation - Enrolled educators in qualified retirement plans (403b, 457, etc.)

- Audited financial information for small businesses - Analyzed and updated corporate financial statements to prepare taxes - Prepared and assembled corporate and individual tax returns

- Developed financial projection and cash flow analyses in order to raise start-up capital- Trained and lead a team of Sales interns

Bachelor’S Degree, Finance, General

Data Analytics