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Tyler Dolan Location
Boston, MA, US
Tyler Dolan Work
Vice President @ (January 2019 - Present)
Financial Planner @ Society of Grownups (April 2016 - December 2018)
Financial Planning Associate @ The Financial Advisors LLC (November 2011 - February 2016)
Wealth Management Intern @ (May 2009 - October 2011)
Tyler Dolan Education
Bentley University
Master of Science (Financial Planning)
2010-2011
Bentley University
Bachelor of Science (Finance)
2006-2010
Tyler Dolan Skills
Money Guide Pro
Bloomberg Terminal
Morningstar
Financial Modeling
Mutual Funds
Morningstar Office
Investments
Tyler Dolan Summary
Tyler Dolan, based in Boston, MA, US, is currently a Vice President at Keenan Financial. Tyler Dolan brings experience from previous roles at Society of Grownups, The Financial Advisors LLC and UBS Wealth Management. Tyler Dolan holds a 2010 - 2011 Master of Science in Financial Planning @ Bentley University. With a robust skill set that includes Money Guide Pro, Bloomberg Terminal, Morningstar, Financial Modeling, Mutual Funds and more. Tyler Dolan has 1 emails and 3 mobile phone numbers on RocketReach.
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