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