Director of Investment & Investor Relations

Tyler Ancel Hogan

*** ***** ****** ** *******, Georgia 30309

229-***-**** adcp01@r.postjobfree.com

Westplan Investors

Director of US Investor Relations

PROFESSIONAL EXPERIENCE

Atlanta, Georgia

February 2019 – Present

• Responsible for all fundraising and investor relations for investors located in United States

• Conduct extensive marketing and public relation campaigns with current and prospective investors to show each phase of Westplan's development and stabilization process

• Responsible for 20% of all equity for investments resulting in an average raise of $10,000,000 annually

• Constructed a strong pipeline utilizing current banking, wealth management, CPA, and personal relationships

• Created customized tools to manage client on-boarding, existing relationships, team tasks, prospecting, and client reporting

Signature FD

Financial Planning Associate

Atlanta, Georgia

August 2017 – January 2019

• Work with high income earning professionals to create, implement, and monitor personalized strategies that help clients solve problems and achieve their personal and professional goals

• Currently serve as lead planning associate for senior partner with over $200 million of investable client assets

• Prepare cashflow projections, risk management planning, recommend complex investment vehicles, tax strategies and estate strategies to create customized financial plans for each client's needs

• Created customized tools to manage client onboarding, existing relationships, team tasks, prospecting, and client reporting

Ned Davis Research Group

Business Development Manager

Atlanta, Georgia

April 2016 – August 2017

• Responsible for new business acquisition and strategic business development across 24-state territory including Latin America

• Manage and drive revenue growth for several strategic accounts including some of the top financial institutions in the country

• Follow through with the entire sales process from prospecting to closing new client. Internally, I work on other initiatives for the firm including strategic partnerships and initiatives. Evestment Alliance

Business Development Analyst

Marietta, Georgia

May 2015 – April 2016

• Consulted with institutional investors’ due diligence process to help assess and monitor asset managers and provided appropriate manager screens to investors

• Collaborated with asset managers to increase visibility, perform competitive analysis and gain insight into investor screening behavior

• Prospected potential clients and constructed materials for specialists to present to institutional investors and asset managers

IndustryPro Merger & Acquisition Advisors

Intern Acquisition Analyst

Woodstock, Georgia

May 2014 – May 2015

• Prepared valuations using public company comparable firms and precedent transactions to be used in negotiations

• Conducted strategic acquisition searches of particular industries to uncover M&A target companies based on financial criteria and recommended candidates to clients, leading to additional due diligence

• Created presentation materials and participated in executive meetings between investors and business owners Northwestern Mutual Atlanta, Georgia

Intern Financial Advisor May 2013 – July 2013

• Consulted with clients to determine financial goals and needs to develop detailed investment solutions

• Illustrated what is being done to reach financial goals and discussed future concerns

• Identified gaps in current financial sustainability and offered solutions Kennesaw State Student Managed Investment Fund LLC Kennesaw, Georgia Senior Research Analyst August 2013 – May 2015

• Lead team in research and valuation geared toward domestic equities using fundamental concepts and technical research

• Constructed strategic asset allocation portfolio that achieved returns of 15.4 percent over 2014 calendar year, with a market beta of 0.89 and a Sharpe ratio of 1.7

• Earned first place at the Global Asset Management Education Conference for Undergraduate Growth Style Investment Competition

EDUCATION

Kennesaw State University, Coles College of Business Bachelor of Business Administration, Finance & Professional Sales University of Georgia, Terry College of Business Executive Education, Certificate in Financial Planning

LEADERSHIP, CERTIFICATIONS, SKILLS & NETWORKS

Kennesaw, Georgia

May 2015

Atlanta, Georgia

March 2017

Leadership Experience: Coles College of Business Dean’s Student Advisory Board, Georgia Southwestern State University Varsity Men’s Golf Team, Center for Professional Selling Advisory Board Certifications: Wall Street Prep Certified, Bloomberg Terminal Certified, Evestment Certified, State of Georgia Life & Health Insurance License

Skills: Salesforce, Meridian IQ, Discovery Data, SalesLogix, Evestment Analytics, Microsoft Office, Findaily, Fundfire, NDR Asset Allocation Model, Emoney, Orion, iRebal Networks: Atlanta Athletic Club, The Honors Golf Club, Kennesaw State Alumni Association, Financial Planning Association, Southeastern Hedge Fund Association, Atlanta Business Alliance, Atlanta Young Professionals, First Tee of Atlanta

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