Ryan Johnsen Email & Phone Number

Bend, Or, Us

Bend, Oregon, United States

Bend, Oregon, United States

• Facilitated collaboration efforts with a network of over 100 RBC Financial Advisors across the Pacific Northwest Complex, providing expert banking and lending advice to optimize client solutions. • Directed a multifaceted team of residential Mortgage Professionals, Personal and Commercial Bankers, and Relationship Managers, driving the delivery of tailored banking and lending solutions to a diverse client base, including individuals, businesses and corporations. • Managed a robust pipeline of financial transactions, including residential mortgages, commercial loans, and personal and commercial banking products, demonstrating superior capacity to balance multiple high-priority projects and achieve strategic objectives.• Implemented innovative business development strategies, enhancing product awareness and enabling RBC Financial Advisors to integrate banking and lending solutions into their practices and bring additional value to their client relationships.

Bend, Or

• Collaborated with a team of over 30 Financial Advisors to tailor credit solutions for high and ultra-high net worth clients, ensuring personalized service and optimal financial strategies. • Achieved unparalleled client satisfaction through meticulous oversight of the lending process, from application through closing and beyond, maintaining excellence in post-closing servicing. • Successfully doubled Financial Advisor participation rate in lending services from 50% to 100%, demonstrating effective engagement strategies and fostering a culture of financial growth and opportunity. • Managed a dynamic and significant pipeline of lending transactions, including purchase loans, refinances and Home Equity Lines of Credit, showcasing strong organizational skills and the ability to balance multiple high-stakes projects. • Consistently funded an average of over $50MM annually in mortgage transactions, underlining robust market knowledge and a high degree of proficiency in mortgage lending. • Recognized as a top performer year over year, reflecting outstanding dedication, superior performance, and a significant contribution to the team and company’s success.

Portland, Or

• Oversaw daily operations of the 401(k) department, leading a team of 3 and managing over $250MM in assets, ensuring high levels of efficiency and client satisfaction. • Played a key role in negotiating contract terms, contributing to favorable outcomes for the firm and enhancing service offerings to clients. • Facilitated seamless transitions of multi-million-dollar contracts between providers, minimizing disruption and maintaining trust with high valued clients. • Managed and administered over 100 complex retirement plan contracts, demonstrating meticulous attention to detail and a deep understanding of regulatory and contractual obligations. • Developed and delivered compelling proposals and conducted annual contract reviews, driving business growth and reinforcing client relationships through proactive engagement. • Engaged closely with plan Trustees and Management, advising on the design and implementation of corporate retirement plans that align with organizational goals and employee needs. • Conducted market update seminars and financial education workshops, enhancing client knowledge and fostering a culture of informed decision-making among plan participants. • Acquired extensive experience in Account and Project Management, honing skills in strategic planning, stakeholder communication, and project execution.

Portland, Or

• Cultivated strategic partnerships with Financial Advisors, Attorneys, and CPAs, serving as a key consultant on Tax, Estate, Business, Retirement, and Insurance Planning, enhancing client value through comprehensive financial strategies. • Collaborated with financial professionals to design and implement sophisticated tax planning solutions, resulting in positive financial outcomes for clients and reinforcing the value of strategic planning. • Drove market expansion by strategically penetrating underutilized channels, significantly increasing the company’s market share and visibility in key sectors. • Delivered expert presentations on various planning topics, educating Financial Advisors and equipping them with specialized knowledge to enhance their service offering, thereby fostering a culture of continuous learning and development.

Portland, Or

• Successfully managed an Insurance and Financial Planning practice, consistently achieving and surpassing performance goals through strategic planning and client-centric service. • Expanded client base significantly by leveraging personal networks, cultivating relationships with centers of influence, and capitalizing on referrals from satisfied clients, demonstrating exceptional networking and relationship-building skills.• Provided comprehensive education to clients on long-term planning strategies covering Insurance, Investments, College Savings, Retirement, Estate and Business Continuation Planning, empowering clients with knowledge to make informed decisions. • Recruited, trained and led a team of administrative staff, fostering a collaborative work environment and ensuring high levels of operational efficiency and client service excellence. • Awarded the prestigious Career Life Producer Award in recognition of outstanding achievements in life insurance sales, underscoring a commitment to excellence and dedication to clients’ financial security.

Eugene, Or

• Innovated by organizing and implementing a new billing system leveraging new internet technology for enhanced account tracking, offering online billing and payment options for members. • Achieved over an 80% reduction in late and delinquent accounts through strategic financial management and member engagement. • Honored with the National Alter Award for Outstanding Chapter Finances in 2000, recognizing exceptional financial leadership and chapter management.