Mitchell Dyer
Client Service Associate at Athlon Advisors- Claim this Profile
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Topline Score
Bio
Credentials
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Speaking Up At Work
LinkedInDec, 2022- Oct, 2024 -
Wilderness/Remote Location First Aid
University of Colorado School of MedicineMay, 2022- Oct, 2024 -
Meeting Facilitation
LinkedInApr, 2022- Oct, 2024 -
Creating Your Personal Brand
LinkedInFeb, 2022- Oct, 2024 -
CPR & AED
American Heart AssociationJan, 2022- Oct, 2024 -
Wet Lab Short Course
Anatomy Gifts Registry(AGR)-A Program of Anatomic Gift Foundation, Inc.Mar, 2020- Oct, 2024 -
Social Media Marketing
HubSpot AcademyMay, 2022- Oct, 2024
Experience
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Athlon Advisors
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United States
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Financial Services
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1 - 100 Employee
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Client Service Associate
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Oct 2022 - Present
Use brokerage dealer platform to assist wealth management team with client assets and requests including setting up systematic distributions/contributions, processing wire transfers, assisting in bank authorizations, and filling out and submitting paperwork for investment accounts. Use brokerage dealer platform to assist wealth management team with client assets and requests including setting up systematic distributions/contributions, processing wire transfers, assisting in bank authorizations, and filling out and submitting paperwork for investment accounts.
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Sheppard Pratt
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United States
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Mental Health Care
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700 & Above Employee
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Mental Health Associate
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Feb 2022 - Nov 2022
-Collaborate with other Mental Health Workers on my unit to provide a safe and educational environment for patients -Use of Digital Technology to enter patient information into internal company databases -Work and maintain an appropriate setting to follow HIPPA guidelines -Collaborate with other Mental Health Workers on my unit to provide a safe and educational environment for patients -Use of Digital Technology to enter patient information into internal company databases -Work and maintain an appropriate setting to follow HIPPA guidelines
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Northwest Youth Corps
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United States
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Professional Training and Coaching
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1 - 100 Employee
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Youth Crew Lead
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May 2022 - Jul 2022
-Solo led a youth crew of seven completing conservation projects throughout the state of Idaho for a 5-week summer session -Managed a weekly budget that needed to cover all expenses of the crew -Communicated with project partners including the Idaho Fish and Game and National Forest Service -Used critical thinking to solve interpersonal issues between group members -Trained and taught members the value of professionalism and work ethic -Solo led a youth crew of seven completing conservation projects throughout the state of Idaho for a 5-week summer session -Managed a weekly budget that needed to cover all expenses of the crew -Communicated with project partners including the Idaho Fish and Game and National Forest Service -Used critical thinking to solve interpersonal issues between group members -Trained and taught members the value of professionalism and work ethic
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Kimpton Hotel Monaco
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Salt Lake City, Utah, United States
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Valet Attendant
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Apr 2021 - Aug 2021
-Maintain accountability for cars in the lot -Provide consistent integrity when getting customers private and personal information -Uphold high standard customer service and communication in line with hotel’s image -Maintain accountability for cars in the lot -Provide consistent integrity when getting customers private and personal information -Uphold high standard customer service and communication in line with hotel’s image
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Vendi Medical
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Orem, Utah, United States
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Inside Sales Representative
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Aug 2020 - Feb 2021
-Telecommunicated with patients regarding pain and health issues -Worked with patients Medicare and Primary Care Physician to figure out a plan regarding patients health moving forward -Telecommunicated with patients regarding pain and health issues -Worked with patients Medicare and Primary Care Physician to figure out a plan regarding patients health moving forward
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DRD Pool Management, Inc.
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United States
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Recreational Facilities
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1 - 100 Employee
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Lifeguard
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May 2016 - Aug 2017
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Education
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Towson University
Bachelor of Science - BS, Molecular Biology, Biochemistry, and Bioinformatics -
Community College of Baltimore County
Associates -
University of Maryland
Letters and Sciences