Tyler G. is currently a Registered Assistant and Client Relationship Specialist at Osaic and Pearson Financial Group since March 2024, following a role as a Financial Advising Associate at Barker Wealth Management, LLC from July 2022 to July 2023, where responsibilities included new client onboarding and compliance. Prior to these roles, Tyler accumulated extensive experience at ZoomInfo from July 2019 to June 2022, progressively advancing through positions such as Customer Success Manager I, Customer Success Manager II, and Customer Development Representative, achieving 130% of quota. An early career included a Marketing Intern role at ZipTime and leadership as President of the Student Body at Concordia University-Portland. Tyler holds a Bachelor of Business Administration from Concordia University-Portland and a Certificate in Financial Planning from the College for Financial Planning.
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