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Dylan Carey

Dylan Carey

Financial Analyst

Accounting / Finance

San Mateo, San Mateo

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About Dylan Carey:

I have built a significant career in the finance sector, primarily at Redwood Credit Union in Santa Rosa, CA, from 2016 to 2024. I worked as a Financial Analyst from 2016 to 2021 and then as an Associate Financial Advisor from 2021 to 2024.

Experience

Associate Financial Advisor

▪ Conducts comprehensive financial needs assessments for clients to identify goals and risk

tolerance.

▪ Developed personalized financial plans, including investment strategies, retirement

planning, and tax optimization.

▪ Watches market trends and economic indicators to inform investment decisions.

▪ Manages a diverse portfolio of clients through continuous monitoring and provides

recommendations based on client needs.

▪ Collaborates with other team members to provide comprehensive financial solutions.

Financial Analyst

▪ Worked with external departments to build files/reports that met their individual

department needs.

▪ Create daily, weekly, monthly, quarterly, and annual reports for Senior Management and

monthly Board meetings.

Education

Sonoma State University, Rohnert Park, CA
Bachelor of Science: Business Administration, Finance Concentration

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