Tyler Ellegard

Investment Analyst

We found the following information about Tyler Ellegard at Jack Jablonski Bel13Ve In Miracles Foundation, where this person has worked as a Board Member since 2017. Tyler's total work experience is over six years, during which time they had at least eight jobs at different places to develop professional skills. Tyler studied at the University of Minnesota from 2012 to 2016. This expert received the following certifications: Cfa Level I and Cfa Level Ii Exam. Currently, Tyler Ellegard lives in Minneapolis, Minnesota. You can contact with Tyler by looking for phone or email address or get further information by requesting access to this expert's additional details from us.
Name variants:
Ty Ellegard
Last updated Jun 19, 2024

Contact Information

Last Update
Jun 30, 2022
Email
te**@gradientfg.com, ty**@polaris.com
Location
Minneapolis, MN

Workplace

Jack Jablonski BEL13VE in Miracles Foundation
Board Member

Minneapolis, MN

Industry

Research

Work History

Board Member

3001 Louisiana Ave north, Minneapolis, MN 55426
Apr 2017 — Dec 2019

Wealth Management Advisor

Minnesota
Provided clients with comprehensive financial plans while allowing flexibility for changing goals and markets Managed client portfolios with tactical asset allocation models that allowed f...
Jan 2018 — Oct 2018

Investment Analyst

4105 Lexington Ave north, Arden Hills, MN 55126
from Oct 2018

Wealth Management Associate

Minnesota
Aided in creating a financial roadmap for clients to assist them in achieving their financial goals Provided research on various stocks, bonds, and mutual funds to aid in investment decisi...
Aug 2016 — Jan 2018

Slingshot Sales and Marketing Intern

Medina, MN
Analyzed data to assist in creating new products and programs for dealers to retail more product Created and analyzed reports based on sales metrics to identify possible market trends Ass...
Jun 2015 — Apr 2016

Finance and Marketing Intern

2400 southwest 145Th Ave, Miramar, FL 33027
Created and analyzed a cross price matrix of competitors to assist in product price adjustments Earned back the company roughly $140,000 through chargebacks Assisted in creating part of t...
Jan 2015 — Apr 2015

Coach

2072 east Center Cir, Plymouth, MN 55441
Lead members through workouts Teach and coach members in movements Assist members in a healthier way of living
from May 2014

Interactive Marketing Associate

6200 Excelsior Blvd SUITE 104, Minneapolis, MN 55416
Oct 2013 — Jan 2014

Occupations

Financial Broker
Investment Analyst
Executive
Board Member
Accountant
Finance and Accounting Specialist
Advisor
Artist
Model
Puchasing and Estimating Manager
Financial Manager
Management Team Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper

Skills

Communication
Futuristic
Strategic Thinking
Learner
Partnerships
Powerpoint
Microsoft Excel
Teamwork
Time Management
Customer Service
Finance
Research
Analytical Skills
Microsoft Office
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