Evan Ryan Email & Phone Number

- Managed six different sectors of the facility, including both incoming and outgoing sectors.- Oversaw 20 plus union employees, ensuring everyone complies with OSHA safety measures and stays on their assigned task. Also tasked with training new hires to comply with safety standards.- Managed area of building responsible for 30% of the facilities.

- Cold call prospected for potential clients.- Assessed client and beneficiary lifestyle, medication, prior and future health need based on information received.- Reviewed client current and future cash flows based on investments, income, and lifestyle.- Offered suitable insurance policies based on their requirements in respect to both financial and.

Albany, New York Area

- Financial Planning Intern. Responsible for entering buy and sell equity, fixed income and mutual fund transactions, helping clients complete new account, ACH, beneficiary change and fee agreement forms.- Assisted in compliance documents and procedures requests for annual internal audits. Sat in client meetings with CFP and organized client files such as.

- Help businesses increase exposure via Social Media- Personally manage Social Media accounts for business and track engagement growth - Reach out to potential and current clients explaining the benefits of social media marketing