Tyler Deering

Tyler Deering has worked in the financial services industry since 2016. In 2017, they were a Financial Advisor at Plante Moran, where they managed in excess of $577 million in client assets, proposed daily trading to remain compliant with investment policy, planned and processed money movements to meet client cash needs, and prepared client communication to explain portfolio and macro-economic changes. Tyler also coordinated and directed processes across three support teams and other practice specialists to provide the highest level of service on more than one hundred client portfolios, and managed implementation of trades, benchmark changes, report generation, and administrative updates. In 2016, they were an Advisor Intern at Plante Moran, where they managed client portfolios, under supervision of senior advisors, with responsibility for placing trades, analyzing tax implications, constructing portfolios, and reviewing estate plans. Tyler also prepared materials for client presentations, actively participated in meetings, and implemented agreed-upon actions. In 2019, they were an Operations employee at ParqEx, and they are currently an Account Manager at Intelligent Locations.

Tyler Deering graduated from Western Michigan University - Haworth College of Business in 2017 with a Bachelor of Business Administration - BBA in Finance.