Tyler Payne
Full-Time MBA Candidate at William & Mary and Former Division I Athlete
- Role
- Institutional Investing and Wealth Management Analyst at Wells Fargo Advisors
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About Tyler Payne
As a second-year MBA student at William & Mary’s Mason School of Business with an undergraduate degree from Davidson College, I am seeking a career entry-level investment analyst position in financial investment sales and client management. You can count on me to work diligently to become a productive asset to your company. While attending MBA school, I am working part-time with a leading institutional and private wealth management firm and onboarded new clients totaling over $1 million in investments. This has provided valuable experience when combined with my 6 previous summer internships, a BA degree in Communications, and a minor in Economics. Competing as a D1 football player at William & Mary and Davidson College has equipped me with time management skills, teamwork effectiveness, the value of discipline, and the importance of good leadership. This combination of accomplishments provides me with an excellent launchpad for my professional development as I seek a good entry-level career position in financial investment sales and client management.
Experience
Institutional Investing and Wealth Management Analyst
May 2024 — Present · Williamsburg, VA, US
Worked with Optimal Service Group, LLC - Forbes #1 ranked in Virginia and Baron’s Top 100 Private Wealth and Institutional Management Firm with over $28 billion in Assets Under Management Prospected, raised, and onboarded new clients with investments over $1 millionCreated Quarterly Reports and Request for Proposals for client and institutional presentations, including portfolio performance, fund analysis, and management reviewEstablished Financial Plans using eMoney for Wealth Advisors and Monte Carlo simulations for Roth IRA’sResearched and identified low-rated Morningstar investments within an individual’s portfolio to be considered for selling and trading for better performing securities
Education
Davidson College
Bachelor's degree
2019 — 2023
William & Mary – Raymond A. Mason School of Business
Master of Business Administration - MBA
2023 — 2025
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