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Tyler Sanchez Location
San Luis Obispo, CA, US
Tyler Sanchez Work
Financial Planner and Research Analyst @ (April 2025 - Present)
Paraplanner @ (January 2024 - April 2025)
Assistant Vice President - Merrill FSA @ (December 2022 - December 2023)
Client Service Associate @ (May 2021 - December 2022)
Tyler Sanchez Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science - BS (Finance, General)
2017-2021
Tyler Sanchez Skills
Customer Service
Management
Leadership
Critical Thinking
Communication
Microsoft Excel
Microsoft Access
Hold Series 7
Tyler Sanchez Summary
Tyler Sanchez, based in San Luis Obispo, CA, US, is currently a Financial Planner and Research Analyst at The Rice Partnership. Tyler Sanchez brings experience from previous roles at The Rice Partnership, Merrill Lynch and UBS. Tyler Sanchez holds a 2017 - 2021 Bachelor of Science - BS in Finance, General @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Customer Service, Management, Leadership, Critical Thinking, Communication and more. Tyler Sanchez has 2 emails on RocketReach.
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