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Download Tyler D. Lodahl - FPA of Minnesota
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Tyler D. Lodahl Current Address: 1423 Monroe Street, Apt. 421, Madison, WI 53711 Permanent Address: 947 Wild Rose Court, Eagan, MN 55123-2493 [email protected] • (651) 328-0580 EDUCATION University of Wisconsin-Madison Bachelor of Science; Majors: Personal Finance – CFP® Board-Registered Program and Spanish Cumulative GPA: 3.9/4.0 (Dean’s List, All Semesters) University of Wisconsin-La Crosse Studied coursework in Business & Spanish Cumulative GPA: 3.9/4.0 (Dean’s List, All Semesters) Madison, WI May 2016 La Crosse, WI September 2011-May 2013 PERSONAL FINANCE EXPERIENCE UW-Madison Financial Occupations Club for University Students (FOCUS) Madison, WI President August 2015-Present Collaborate with organization officers to provide personal and professional growth opportunities including professional speakers, socials, and firm visits for students interested in careers in the financial services industry Network with finance professionals to build and strengthen industry connections Financial Planning Association (FPA) Minnesota Chapter Minneapolis, MN Chapter Member June 2015-Present Gained industry knowledge by attending two FPA-MN Next Gen socials and the July FPA chapter monthly meeting Received scholarship to attend Annual Symposium in November 2015 First Fiduciary Corporation Saint Paul, MN Investments Associate Summer 2015 Participated in quarterly investment meetings and implemented paperless initiative by working with Financial Planners to streamline communications with Fiduciary Investment Managers Case Manager Intern Summers 2012-2014 Developed and implemented programs to maintain Client Data, Homes, and Vehicles UW-Madison School of Human Ecology Madison, WI Financial Life Skills Course Peer Educator September 2014-December 2014 Facilitated and led group discussions and activities for 9 freshman and sophomore university students in order to cultivate a comfortable learning environment Enabled students to participate in group activities and set personal and financial life goals to promote healthy decisionmaking in the future ADDITIONAL EXPERIENCE UW-La Crosse Angell Hall Residence Facility La Crosse, WI Resident Assistant August 2012-May 2013 Facilitated academic, cultural, recreational, community, and social programming for residents in Angell Hall Helped students adjust and get to know their roommate(s), floor members, residence hall, and university community Selected to attend the Resident Assistant (RA) Leadership Conference in February 2013 INTERNATIONAL EXPERIENCE UW-Madison Study Abroad Program Seville, Spain Student January 2015-May 2015 Lived with Spanish host family to become fully immersed in culture and expand Spanish linguistic skills Woodcrest Church Mission Trips Eagan, MN Adult Leader/Student Participant 2006-2012 Served as Adult Leader for trip to Brooklyn, NY (2012) and Student Participant in 6 mission trips: Bahamas (2011), New Mexico (2010), Belize (2009), Bronx, NY (2008), Appalachian Mt., KY (2007), & New Orleans, LA (2006)
