Ryan Patterson Email & Phone Number

Chestnut Hill, Massachusetts, United States

• Strengthen the management of a $1.3 million dollar fund by conducting detailed financial analysis,monitoring market trends, and supporting investment decisions to optimize portfolio performance
• Conduct market research with a specialized focus on the real estate and consumer sectors to develop detailed industry updates, as well as create reports on individual sector holdings to assess performance trends

Milwaukee, Wisconsin, United States

• Created detailed lists of over 500 individuals in Excel to identify target clients and learned extensivelydifferent wealth management strategies including pension maximization and cash flow management
• Engaged in client calls and discussions concerning current holdings and investment strategies to maximize client return on investment, including analyzing various bond ratings and stock market fluctuations
• Collaborated with team members to conduct cold client outreach customers and expand a growing client base

Waukesha County, Wisconsin, United States

• Delivered outstanding customer service by warmly greeting and actively assisting over 30 guests each night, attentively taking detailed orders, and ensuring that any special requests or dietary needs were addressed
• Worked with other servers to ensure that all food was made and delivered at the appropriate time, that guests throughout the restaurant were well attended to, and replenished supplies in the kitchen area as required
• Trained new staff members by sharing best practices, providing thorough guidance on menu knowledge, fostering teamwork and collaboration, and ensuring strict adherence to restaurant standards and expectations

Bachelor'S Degree, Finance, General, Sophomore

Activities and Societies: Consumer Sector Analyst, Boston College Investment Club Treasurer, Make-a-Wish Boston College Mentor for.

High School Diploma

Activities and Societies: North campus executive board member, Warhawk Interact Veteran liason, SAVE (Survivor and Veteran Experiences).