Ronald Solis Email & Phone Number

West Palm Beach, Florida, United States

By incorporating Bitcoin within traditional financial mediums, investors can improve their risk-adjusted returns while decreasing volatility. This nascent industry is providing a multitude of opportunities for those willing to take the time and effort to understand the current financial landscape's flaws and how Bitcoin can help you in the long-term. My.

West Palm Beach, Florida, United States

• Manage existing and prospective clients’ onboarding and education on Bitcoin in the context of the funds
• Educate clients on benefits of different custodial solutions, Bitcoin purchases, investment opportunities, drafting will and testaments, portfolio construction analysis, and retirement solutions.
• Create PowerPoint presentations and materials centered on proven models such as stock-to-flow, breakdown analysis, Metcalf’s law, and S-Curve analysis.
• Draft and maintain internship program designed to help college students efficiently learn about Bitcoin.
• Created LedgerStat Capital’s MasterClass, a flexible learning guide on Bitcoin’s value proposition.
• Assist clients in setting up Bitcoin Onchain and Lightning nodes.

Boston, Massachusetts

• Partnered with internal partners to deliver Empower’s value proposition to consultants and plan sponsors.
• Negotiated with internal partners to arrange solutions for prospective clients.
• Drafted responses to inquiries from sponsors and consultants in partnership with RFP team.
• Coached service teams to present Empower’s services to plan sponsors.
• Guided implementation teams to onboard plans onto Empower’s platform.With this experience, I honed my ability to articulate a firm's value proposition, collaborating closely with internal partners to craft compelling.

Boston, Massachusetts, United States

• Presented Empower’s various products to employees, consultants, and plan sponsors while encouraging the use of all available tools and resources.
• Traveled to client sites to conduct educational meetings with participants to drive contribution rates, beneficiary designations, and enrollments.
• Utilized Spanish fluency to deliver meaningful and targeted content to Spanish speaking participants. Improved educational materials by implementing experience-driven solutions to meet team and client goals.
• Translated educational materials into conversational and accessible Spanish.
• Offered strategic insight and feedback on improving plan health to plan sponsors, relationship managers, and communications strategists.

Andover, Massachusetts

• Provided client service to participants in 401(k), IRA, Government, Brokerage, and 403(b) plans.
• Coached, lead policy integration projects, and assisted with resource improvement management.

Greater New York City Area

Founded club that provides a valuable resource for all students interested in pursuing a career in the law fieldStudent Supervisor- Skidmore College Annual Fund ProgramTrain, lead, supervise, and evaluate groups of students for the purpose of contacting alumni for college donationsEncourage teamwork through open communication, and encouraged growth though.