Tyler Shean

Financial Planning Intern at Valmark Financial Group

Tyler Shean is a Financial Planning Intern and Financial Operations Intern at Valmark Financial Group since January 2024, responsible for monitoring and correcting account rep codes and overseeing data cleanup related to Agent of Record changes. Prior experience includes serving as a Shift Manager and Crew Trainer at McDonald's from April 2018 to January 2024. Additionally, Tyler acted as a Student Liaison at the Student Organization Resource Center from August 2023 to December 2023, assisting over 300 clubs and fraternities with financial procedures, including handling expenditures, reconciliations, and deposit processes. Tyler is pursuing a Bachelor of Business Administration in Data Analytics at The University of Akron, expected to graduate in May 2026.

Links


Org chart

No direct reports

Teams

This person is not in any teams


Offices

This person is not in any offices


Valmark Financial Group

Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and ever-changing needs of our clients. Our entities specialize in providing life insurance, equity, investment advisory, risk management, and retirement plan products and support services for the industry’s top tier of financial advisors. To learn more about Valmark Financial Group visit our website at: www.valmarkfg.com Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.


Employees

51-200

Links