Tyler Petro
Student
Doylestown
Summary
Senior Finance student specializing in Personal Financial Planning, with a minor in Economics. Effective communicator with strong analytical and problem-solving skills. Looking to obtain my CFP so I can better meet clients' comprehensive financial planning and investment management needs.
Overview
7
7
years of professional experience
3
3
Certifications
Work History
Financial Representative Intern
National Financial Network
06.2025 - 07.2025
- Gained foundational knowledge of financial planning concepts, investment strategies, and portfolio management.
- Participated in workshops and training sessions to develop analytical, organizational, and professional communication skills.
Golf Operations Associate
Lookaway Golf Club
05.2023 - Current
- Assisted with driving range operations, bathroom management, and golf cart services, ensuring a smooth experience for members and guests.
- Maintained equipment and facilities while developing strong communication and problem-solving skills in high-pressure environments.
Golf Caddie
Lookaway Golf Club
04.2019 - Current
- Advised members on course strategy and club selection, enhancing the overall player experience.
- Assisted with carrying and organizing golf equipment, ensuring efficiency and adherence to course etiquette.
Catering Assistant
Max Hansen Caterer
12.2023 - Current
- Assisted in preparation, assembly, and delivery of food for various events, ensuring accuracy and efficiency.
- Contributed to event setup and breakdown, supporting smooth operations.
Education
BSBA - Finance, Personal Financial Planning, Economics
Bloomsburg University of Pennsylvania
05.2026
Skills
- Financial Planning Fundamentals
- Investment Analysis
- Risk Management
- Insurance Knowledge
- Portfolio Allocation
- Client Relations
- Meeting Preparation
- Communication
- Problem Solving
- Attention to Detail
- Integrity
- Team Collaboration
Certification
Series 65
Affiliations
- Student Affiliate National Association of Personal Financial Advisors (NAPFA)
STUDENT INVOLVEMENT
- Zeigler Institute for Professional Development (ZIPD)
Timeline
Series 65
12-2025
Financial Representative Intern
National Financial Network
06.2025 - 07.2025
PA Life, Accident, and Health Insurance
04-2025
Securities Industry Essentials (SIE)
01-2025
Catering Assistant
Max Hansen Caterer
12.2023 - Current
Golf Operations Associate
Lookaway Golf Club
05.2023 - Current
Golf Caddie
Lookaway Golf Club
04.2019 - Current
BSBA - Finance, Personal Financial Planning, Economics
Bloomsburg University of Pennsylvania