Ryan Lane Email & Phone Number

New York, New York, United States

• Analyzed client accounts for unrewarded risk, while tailoring different portfolio allocations based on market climate and 3–12-month outlook
• Conducted industry specific research, company valuation, pricing analysis, risk assessment, data structuring and return sensitives to examine potential investments for over $400 million AUM
• Reported cash balances to ensure accounts met liquidity need, initiated account transfers and sending monthly portfolio & quarterly market updates to advisors

New York, New York, United States

• Trained directly under a CFA and performed research on market and key economic factors
• Devised a unique valuation methodology to show short-term predictability for defensive sectors incorporating multiple statistical methods
• Utilized Excel to create a financial model to highlight key factors as well as using advanced functions including XLOOKUP, STEV.S, and NORMDIST

Rochester, New Hampshire, United States

• Assisted Financial Advisor and Life Insurance Broker with administrative and business development tasks.
• Researched lead development and organized a contact list for over 400 potential small business clients.
• Designed original content and digital advertising to drive traffic to website and client referrals.

Dover, New Hampshire, United States

Rochester, New Hampshire, United States

• Team leader responsible for supervising 10+ employees. Managed daily workflow schedules, training, trouble-shooting issues with customers and staff.
• Cashier and Sales Associate.

Bachelor Of Science - Bs, Finance, Minor In Information Systems, 3.9

Captain of the Men’s Track & Field team.

Education record