Dalyce (Young) Tinoco, CFP®

Experience

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  Transform Costa Rica

  Apr 2006 - Feb 2007

  Volunteer

  Developed and implemented unique curriculum for teaching English to native, Spanish-speaking adults and children in Puerto Limon, Costa Rica. Served as liaison between Costa Rican organizations and representatives from partnering organizations in the United States. Achieved Spanish fluency, both oral and written, through immersion instruction and daily

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  Colorado Community Church

  Feb 2007 - Nov 2008

  Executive Assistant

  Managed the implementation of a bilingual church programs, including weekend services, pastor’s schedule, bilingual bulletin, volunteer schedule, and facility usage. Designed, planned, and implemented all arrangements for annual volunteer service trips to Costa Rica for diverse groups of 35 and 45 people, from Colorado and Arizona.

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  Asociacion ANAI

  Mar 2009 - Sept 2009

  Project Manager

  Managed budget and coordinated volunteer and paid labor efforts in the construction of a Health Clinic in a remote jungle village of Costa Rica.

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  Colorado Community Church

  Nov 2009 - Feb 2010

  Executive Assistant

  Executive Assistant to Senior Pastor. Responsible for calendar management, event planning, volunteer coordination and facilitation of weekly services. Served as Project Coordinator for annual mission trip - managed budget, facilitated training and served as in-country team lead.

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  KeyBank

  Mar 2010 - Sept 2016

  Support the Business Development, Financial Planning, Investment and Marking efforts for Key Private Bank in Colorado. Assist in managing client relationships with financial planner, portfolio manager, estate attorneys, private bankers and external advisors. Partner with Investment and Portflio Management team to prepare customized investment analysis and recommendatinos. Conduct client data-gathering sessions and create personalized financial planning modules and reports. Provide project suport to National Director, including development of planning tols and assistance with nationwide implementation. Show less

  • Financial Planner, Key Family Wealth

    Nov 2015 - Sept 2016

  • Financial Planner, Key Private Bank

    Jan 2014 - Nov 2015

  • Wealth Associate, Key Private Bank

    Mar 2010 - Dec 2013
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  Class VI Partners

  Sept 2016 - now

  Director of Client Experience

  Class VI Family Office is a registered investment advisory firm that provides family office services, wealth management, and planning for current and former business owners. Our team advises an exclusive and limited number of families, providing objective advice and world class client service.

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  Vistage Worldwide, Inc.

  Jan 2020 - now

  Member

  The world’s largest executive coaching and peer advisory organization bringing together leaders to learn and grow.