Tyler Ross, CFP®

Experience

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  Batteries Plus Bulbs

  Jun 2008 - Apr 2011

  Sales Representative/Battery Technician

  Selected as top sales associate for 2009, increased revenues by 34%.Organized and prepared financial records for accounting purposes.Maintained inventory by recording sales and purchasing orders.Single-handedly managed the Sandy location without supervision.Assisted the owner with personal errands, transportation of merchandise, and weekly bank deposits.

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  Consolidated Electrical Distributors

  Apr 2011 - Aug 2012

  Outside Sales Representative

  Maintained a book of business as a point of contact for purchasing product and guidance.Consistently worked with clients to bid projects by working as a liaison between manufacturer and client.Revenue generation ranked as top sales associate for Orem, UT throughout length of employment.

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  BenefitGuard

  Aug 2012 - Jan 2013

  Intern - Sponsor Liaison

  Worked directly with the Vice President of Business Development to implement a new revenue model increasing revenue by 25% by the end of 2013.Provided consulting solutions to expand business to over $500MM in assets under management.Performed market research in the 401(k) industry including extensive interviews with payroll company executives.

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  Fidelity Investments

  Aug 2013 - now

  Interact with customers, via inbound calls, responding to requests for information and assistance with their brokerage accounts to include description of account features, communicating account balances, and executing efficient and accurate stock tradesEngage in insightful conversations with clients regarding economic market conditions as well as various markets such as equity, fixed income, and internationalLead customers toward defined solutions applicable to their situationEffectively use on-line resources to execute trades, account distributions, provide account balance and transaction information, discuss Fidelity's wide range of products and services, and provide market news and quotes Show less

  • Vice President, National Investor Center Leader

    Jan 2021 - now

  • Financial Consultant

    Jun 2019 - Jan 2021

  • Team Leader, Workplace Planning and Advice

    Aug 2018 - Jun 2019

  • Interim Team Leader, Client Services

    Oct 2017 - Aug 2018

  • Senior Investment Specialist

    Jun 2015 - Oct 2017

  • Investment Solutions Representative

    Nov 2014 - Jun 2015

  • Premium Relationship Associate

    Jul 2014 - Nov 2014

  • Financial Representative

    Aug 2013 - Jul 2014