Tyler Headlee in

Tyler Headlee

Enthusiast · DISC type i
Wealth Management Analyst at Soltis Investment Advisors
📍 Salt Lake City, Utah, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
9 Years
Current Role
Wealth Management Analyst
Job Level
Middle
Location
Salt Lake City, Utah, United States
Personality Overview

How Tyler shows up

Amiable & Agreeable
Story Driven
Non-Confrontational

Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals. They tend to be agreeable by nature, so take their promises with a pinch of salt.


Priorities

Topics Tyler cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2024
Wealth Management Analyst
Soltis Investment Advisors
12-2022 - 1-2024
Senior Associate
Goldman Sachs
12-2021 - 12-2022
Associate
Goldman Sachs
12-2020 - 12-2021
Senior Analyst
Goldman Sachs
6-2017 - 12-2020
Analyst
Goldman Sachs
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
9-2019 - 5-2021
Master of Science
University of Utah - David Eccles School of Business
2015 - 2017
Bachelor of Science (B.S.)
Brigham Young University
2009 - 2012
Associates
Salt Lake Community College
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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