Tyler Payne Email & Phone Number

Williamsburg, Virginia, United States

Worked with Optimal Service Group, LLC - Forbes #1 ranked in Virginia and Baron’s Top 100 Private Wealth and Institutional Management Firm with over $28 billion in Assets Under Management Prospected, raised, and onboarded new clients with investments over $1 millionCreated Quarterly Reports and Request for Proposals for client and institutional presentations, including portfolio performance, fund analysis, and management reviewEstablished Financial Plans using eMoney for Wealth Advisors and Monte Carlo simulations for Roth IRA’sResearched and identified low-rated Morningstar investments within an individual’s portfolio to be considered for selling and trading for better performing securities

Williamsburg, Virginia, United States

Interim position upon graduation from Davidson College and admission to the College of William & Mary while summer training for the W&M Tribe football teamAnalyzed operational practices and identified areas for efficiency and improvementGained insight into revenue streams, profit margins, while assisting in financial analysis and budgeting

Charlotte, North Carolina, United States

Developed a training program for “Design Thinking” that business use for business solutions Researched best practices and improvements for improved onboarding processCreated a 25-page guidance document for the Human Resources portalCoordinated communications with global HR representatives pertaining to new position openings as well as new hires enhancements

Chapel Hill, North Carolina, United States

Researched quarterly reports and assisted in preparation of renovation budgets.Created committee for Red Flag Prevention Program of Identity Theft. Helped in development of Compliance Responsibilties and Policies. Participated in development of UNC Annual Report.Worked remotely and participated in daily virtual meetings.

Port St Lucie, Florida, United States

Provided administrative support for three executives with primary responsibility in the compilation of Due Diligence Binders for healthcare acquisitions, in addition to meeting organization and reception support.

Jupiter, Florida, United States

Responsibilites included data entry for healthcare quality measures for Medicare Accountable Care Organizations and administrative support for the CEO and CIO.

Jupiter, Florida, United States

Completed various office support activities for four accountants.

Master Of Business Administration - Mba, Finance

Activities and Societies: William & Mary Tribe Football Team

Bachelor'S Degree, Communication / Economics, Graduate

Activities and Societies: • Davidson College Football Team – Offensive Linemen • Phi Delta Theta – Fraternity Member