Ryan Price Email & Phone Number

• Manage and coach a team of financial professionals in a collaborative environment
• Safeguard firm from risk exposure and ensure compliance with both internal and external regulatory requirements
• Oversee process of enforcing trading restrictions on accounts due to trade settlement violations.
• Enforce regulations and restrictions, review outstanding payments and securities, and evaluate various margin risk reports
• Monitor and resolution of margin calls, debit balances, and short positions
• Lead team to ensure firms’ margin processes are completed within established service levels and review work to ensure high level or quality

• Manage and coach a team of financial professionals in a collaborative environment
• Leads team to ensure firms’ account transfers are completed within established service levels and reviews work to ensure high level or quality
• Build and develop high performing team by engaging associates, setting expectations, holding team accountable, and recognizing great work
• Utilize leadership skills to provide direction and deliver results against firm and team goals
• Supervise and manage risks for the firm through policy, process, and supervision
• Responsible for Account Transfers department disaster recovery and business continuity plan

Boys Town, Nebraska, United States

• Built and maintained relationships with high-net-worth clients, ensuring exceptional client experience
• Led implementation of electronic signature tools for improved client and firm efficiencies
• Assembled client presentations, including data analyses and market research
• Assisted with Requests for Information and Requests for Proposals
• Performed reconciliation of transactions, valuations, and investment returns for hedge fund and private equity investments
• Completed asset transfers, journals, and capital calls

Omaha, Nebraska, United States

• Empowered junior traders to grow their market and trader acumen to better serve clients
• Led classes with up to 40 participants on various market topics
• Selected as one of eight panelists to discuss advanced trading strategies on the TD Ameritrade Network broadcast
• Nominated as cross-functional Lean problem solving team leader
• Assisted 25-35 of the firm's most profitable clients daily with trading related issues and requests
• Determined account risk and educated margin clients to avoid overexposure

Omaha, Nebraska, United States

• Assisted active trader clients with account issues and market related questions
• Ensured trades were accurately placed in client accounts
• Became proficient in advanced trading strategies including options, futures, and foreign exchange

Omaha, Nebraska, United States

• Handled a wide array of calls from clients with issues regarding their accounts
• Generated leads for advisors to grow the firm
• Consistent top performer, receiving awards for customer service surveys