Dylan T.

Dylan T. has a diverse work experience in the financial industry. In 2016, they started as a College Financial Representative at Northwestern Mutual. Afterwards, they worked as a Lead Teller at Wells Fargo from 2016 to 2017. In 2017, they held roles such as Associate Vice President at Personal Capital and Marketing Coordinator at Link Advantage Inc. From 2017 to 2022, Dylan worked at JPMorgan Chase & Co. where they held multiple positions, including Personal Banker, Relationship Banker, and Private Client Banker. Dylan is currently working as a Client Relationship Manager at Advyzon since 2022. Throughout their career, they have obtained licenses such as Series 6, Series 63, and State Life Insurance licenses.

Dylan T. obtained a Bachelor of Arts (B.A.) degree in Political Science and Government from the University of Colorado Boulder, where they studied from 2014 to 2017. Dylan then pursued a Master of Science (MS) degree in Organizational Leadership from Colorado State University Global from 2019 to 2021.

In addition to their academic accomplishments, Dylan T. also obtained several certifications. In June 2021, they received the Insurance Agent certification in Accident, Health, Life, Variable Life & Variable Annuities from the National Association of Insurance Commissioners (NAIC). In September 2020, they obtained the Series 63 certification from NASAA and the Series 6TO certification from FINRA. Furthermore, in August 2020, they acquired the SIE - Securities Industry Essentials certification from FINRA.