Tyler Cruz
About Tyler Cruz
Tyler Cruz is a Specialist in Financial Services Onboarding at TD Ameritrade in Southlake, Texas, with a background in kinesiology, sports leadership, and various roles in retail and physical therapy.
Title at TD Ameritrade
Tyler Cruz currently holds the title of Specialist, Financial Svcs Onboarding at TD Ameritrade, based in Southlake, Texas, United States. He has been in this role since 2021. His responsibilities likely include assisting new clients with their financial services setup, ensuring a smooth transition and adherence to company policies.
Previous Role as Financial Services Representative
Prior to his current role, Tyler Cruz worked as a Financial Services Representative at TD Ameritrade from 2020 to 2021. In this position, he was likely responsible for providing financial advice, managing client accounts, and addressing customer inquiries, all of which helped him gain substantial experience in financial services.
Educational Background in Kinesiology and Exercise Science
Tyler Cruz studied Kinesiology and Exercise Science at The University of Texas at Arlington, where he achieved a Bachelor of Science - BS degree. His education from 2015 to 2020 provided him with anatomical knowledge and a strong foundation in exercise science. This expertise complements his current role in financial services by offering a unique perspective on client health-related financial planning.
Experience in Sports Leadership and Teamwork
Tyler Cruz has a background in sports leadership and teamwork, as highlighted by his role as a Youth Football Coach at Keller Youth Association in 2019. This experience has enhanced his ability to collaborate effectively with colleagues and clients in the financial services sector. It also demonstrates his skills in teamwork and mentorship.
Proficiency in Microsoft Office
Tyler Cruz demonstrates proficiency in Microsoft Office, a critical skill for managing onboarding processes and client documentation at TD Ameritrade. This ability supports efficient execution of tasks and helps maintain organized and accurate records, contributing to the overall efficiency of his role.