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 production thus driving companies Key Product Indicators. Such as packages per hour, on-time network departures and equipment cubic utilization.- Managed liability and potentially company risks by completing daily corporate compliance tasks.- Created facility cubic utilization recognition plan. Personally tracked facility cubic utilization and built weekly presentations for leadership meetings to make sure warehouse met company standards.

- 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 health.- Wrote applications for clients and submitted to the respected carrier following the underwriting process.

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 insurance policies, retirement cash flow analysis, tax returns, along with wills and trust. - Responsible for calling and scheduling/confirming appointments for clients due for semiannual reviews. Requested and archived documents needed for CFP’s prep for client meeting. Proficient use of Redtail CRM as well as Microsoft Office

- 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