Tyler Cole

Paraplanner at Centura Wealth Advisory
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Contact Information
us****@****om
(386) 825-5501
Location
United States, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Paraplanner
      • Apr 2022 - Present

      Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your financial future. Located in San Diego, California, Centura serves high net worth and ultra-high net worth clients. Our Liberated Wealth® process is designed to unburden your financial headaches and provide a methodical, transparent and accountable approach to achieving your financial goals. CCG Wealth Management LLC (“Centura”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Centura and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://centurawealth.com/. Show less

    • United States
    • Government Administration
    • 500 - 600 Employee
    • Trade Act Case Manager
      • Nov 2020 - Apr 2022

    • Employment Specialist
      • Feb 2017 - Nov 2020

    • Education Management
    • 700 & Above Employee
    • Admissions Counselor
      • Dec 2014 - Feb 2017

      - Travelled between four counties to recruit youth ages 16-24 for post-secondary training program - Led presentations at schools, social service agencies and One Stop centers to market program benefits and expectations - Conducted interviews to determine applicant eligibility, career interests, and education needs - Developed tracking systems to meet recruitment goals, document outreach attempts, and follow up with prospective students - Travelled between four counties to recruit youth ages 16-24 for post-secondary training program - Led presentations at schools, social service agencies and One Stop centers to market program benefits and expectations - Conducted interviews to determine applicant eligibility, career interests, and education needs - Developed tracking systems to meet recruitment goals, document outreach attempts, and follow up with prospective students

    • United States
    • Non-profit Organizations
    • 700 & Above Employee
    • Community Outreach Coordinator / AmeriCorps National Service Volunteer
      • Aug 2013 - Jul 2014

      - Developed mutually-beneficial partnerships with community and faith-based organizations - Recruited partner families and volunteers - Managed website updates, wrote press releases, and created content for monthly newsletters with 7,500 recipients - Designed professional brochures, flyers, and invitations for outreach and program events - Coordinated MLK Day of Service event, which mobilized nearly 100 volunteers at 4 project sites - Developed mutually-beneficial partnerships with community and faith-based organizations - Recruited partner families and volunteers - Managed website updates, wrote press releases, and created content for monthly newsletters with 7,500 recipients - Designed professional brochures, flyers, and invitations for outreach and program events - Coordinated MLK Day of Service event, which mobilized nearly 100 volunteers at 4 project sites

    • United States
    • Software Development
    • 1 - 100 Employee
    • Implementation Specialist
      • Oct 2012 - Aug 2013

      - Mapped the interior of retail stores to facilitate efficient shopper navigation - Traveled to multiple states for in-store mobile app testing - Collaborated to improve mapping process and define new standards - Trained peers on mapping techniques and data interpretation - Peer-reviewed the work of others for quality assurance - Mapped the interior of retail stores to facilitate efficient shopper navigation - Traveled to multiple states for in-store mobile app testing - Collaborated to improve mapping process and define new standards - Trained peers on mapping techniques and data interpretation - Peer-reviewed the work of others for quality assurance

  • YBM ECC
    • South Korea
    • English Language Teacher
      • Jun 2010 - Jul 2012

      - Taught English as a second language to children ages 4-13 through subjects such as science, art, and math - Prepared and executed engaging 40-minute lessons incorporating audio, video, and interactive activities - Created detailed weekly and monthly lesson plans and documented students’ progress in an online database - Led school-wide activities requiring the management of up to 50 students - Interviewed and trained prospective teachers - Taught English as a second language to children ages 4-13 through subjects such as science, art, and math - Prepared and executed engaging 40-minute lessons incorporating audio, video, and interactive activities - Created detailed weekly and monthly lesson plans and documented students’ progress in an online database - Led school-wide activities requiring the management of up to 50 students - Interviewed and trained prospective teachers

Education

  • Western Washington University
    Bachelor of Arts (B.A.), Geography/Social Studies
    2004 - 2009
  • University of Washington
    Certificate, Geographic Information Science and Cartography
    2012 - 2013
  • Bryant University | Boston Institute of Finance
    Certificate, Certified Financial Planner
    2020 - 2022

Community

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