Tyler Clark

556 followers

Denver, Colorado, United States

Connect with Tyler Clark to Send Message

Connect

Connect with Tyler Clark to Send Message

Connect

Timeline
About me
Financial Representative at Modern Woodmen of America (Managing Partner in training)
Education
- The University of Montana - School of Business Administration
  2007 - 2011
  Bachelor of Science (B.S.) Management and Marketing
Experience
- DIRECTV
  Aug 2006 - Dec 2012
  - Case Manager
    Oct 2011 - Dec 2012
  - Tech Support
    Aug 2006 - Sept 2011
- Clark Consulting LLC
  Jan 2013 - Aug 2013
  Owner
- Metro Construction, Inc
  Jan 2013 - Aug 2013
  Project Manager
- Great-West Financial
  Aug 2013 - Nov 2014
  Retirement Corresepondent
  Responsible for reviewing Qualified Domestic Relations Orders, death benefit claims, hardship withdrawal requests, and written and email communication related to IRC Sections 401(a), 401(k), 403(b), 408 and 457 Plans. Calculate and divide assets awarded to Alternate Payees based on court Orders and documentation. Review, analyze, process, approve and deny Qualified Domestic Relations Orders, death benefit claims, hardship requests according to Plan provisions, and incoming rollovers. Respond to written and email correspondence and handle inbound and outbound phone calls. Extensive multitasking, organizational skills and attention to detail in order to succeed. Show less
- TIAA
  Nov 2014 - Aug 2024
  Institutional Client Relationships
  - Director, Client Services Team Leader, Retirement Solutions
    Nov 2020 - Aug 2024
  - Client Services Manager
    Nov 2017 - Nov 2020
  - Registered Financial Consultant and Sales Executive
    Nov 2014 - Nov 2017
- Modern Woodmen of America
  Sept 2024 - now
  Financial Representative
Licenses & Certifications
- Life and Health Insurance License
  NIPR
- Securities Industry Essentials (SIE)
  Concepts fundamental to working in the securities industry, such as types of products and their risks; the structure of the securities industry markets, regulatory agencies and their functions; and prohibited practices.
- Series 6 (Investment Company, Products/Variable Contracts Representative)
  A securities license entitling the holder to register as a limited representative and sell mutual funds, variable annuities and insurance premiums.
  Aug 2013
- Series 63 (Uniform Securities Agent State Law Exam)
  A securities license entitling the holder to solicit orders for any type of security in a particular state.
  Aug 2013
- Series 26 (Investment Company and Variable Contracts Products Principal Exam)
  FINRA
  Dec 2020