Client Service Associate @ Annex Wealth Management (January 2019 - April 2021)
Wine and Spirits Associate @ Sendik's Food Market (February 2017 - May 2018)
Account Advisor @ (May 2015 - September 2016)
Server @ (July 2014 - May 2016)
Bag Room Attendant @ Ozaukee Country Club (May 2008 - August 2013)
Caddie @ Ozaukee Country Club (May 2005 - August 2013)
Dylan Lyons Education
University of Minnesota
Bachelor of Applied Economics (General)
2011-2015
Homestead High School 2008-2011
Dylan Lyons Skills
Charles Schwab Custodial Platform
Conflict Resolution
Customer Relationship Management (CRM)
Customer Service
Decisiveness
Efficiency
Fidelity Custodial Platform
Microsoft Excel
Microsoft Office
Microsoft Word
PowerPoint
Problem Solving
Social Media
Social Networking
Teamwork
Dylan Lyons Summary
Dylan Lyons, based in Milwaukee, WI, US, is currently a Client Service Manager at Annex Wealth Management. Dylan Lyons brings experience from previous roles at Annex Wealth Management, Sendik's Food Market, Receivables Control Corp and Mintahoe Catering & Events. Dylan Lyons holds a 2011 - 2015 Bachelor of Applied Economics in General @ University of Minnesota. With a robust skill set that includes Charles Schwab Custodial Platform, Conflict Resolution, Customer Relationship Management (CRM), Customer Service, Decisiveness and more. Dylan Lyons has 1 mobile phone numbers on RocketReach.
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