Ty Selinske
Quincy
Summary
Investment Advisor Representative with experience delivering faith-based, client-focused financial solutions. Skilled in portfolio construction, risk management, and relationship-driven advisory services, with a commitment to helping individuals and organizations achieve financial goals.
Overview
1
1
Certification
4
4
years of post-secondary education
6
6
years of professional experience
Work History
Financial Advisor Representative
Knights of Columbus Asset Advisors
10.2023 - Current
- Investment Advisor Representative managed relationships with over 100 personal clients, delivered ongoing portfolio guidance, investment recommendations, and account support.
- Crafted personalized financial plans addressing unique needs of diverse clientele.
- Evaluated client financial goals and investment strategies to align with objectives.
- Guided clients on investment options and risk management to enhance decision-making.
Server
The Wharf Southern Kitchen
06.2022 - 08.2023
- Provided attentive customer service in high-volume restaurant, managing multiple priorities and fostering team collaboration.
Internship
Ricker's Group
01.2023 - 03.2023
- Supported client relationship management and maintained social media presence for Ricker's Group, an interior design firm, enhancing client engagement. Assisted with client communications and updated digital platforms.
- Completed day-to-day duties accurately and efficiently.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Resident Advisor
Salve Regina University
08.2020 - 03.2022
- Acted as a Resident Advisor, supporting the well-being and academic needs of over 30 undergraduate students. Enforced university policies, documented conduct and incidents, and guided students on academic and personal matters. Facilitated resident adaptation to evolving housing and safety protocols during COVID-19 pandemic.
- Facilitated community-building activities to enhance resident engagement and support.
- Mediated conflicts between residents, promoting open communication and understanding.
- Organized educational programs addressing wellness, safety, and personal development topics.
Education
Bachelor's of Science - Financial Management, Marketing and Business Administration
Salve Regina University
Newport, RI 08.2019 - 03.2023
Skills
- Financial Planning
- Investment analysis
- Portfolio management
- Risk Tolerance Assessment
- Ethical Investment Strategies
- Regulatory compliance
- Client Relationship Management
- Client onboarding
- Financial Product Knowledge
- Time Management & Organization
- Written & Verbal Communication
Certification
Series 65 - Uniform Investment Adviser Law Examination (Active)
Timeline
Financial Advisor Representative
Knights of Columbus Asset Advisors
10.2023 - Current
Internship
Ricker's Group
01.2023 - 03.2023
Server
The Wharf Southern Kitchen
06.2022 - 08.2023
Resident Advisor
Salve Regina University
08.2020 - 03.2022
Bachelor's of Science - Financial Management, Marketing and Business Administration
Salve Regina University
08.2019 - 03.2023