Ryan Larkin Email & Phone Number

Richardson, TX, US

Denver, Colorado, United States

• Support trading daily operations for client requested cash transactions, as well as assist in the reconciliation/rebalancing of accounts to fit our dynamic portfolio allocation and downside risk tolerance.
• Execute tax loss harvesting year-round for clients in our tax managed strategies.
• Collaborate with colleagues to produce different financial reporting documents, including GIPS certified composites.
• Improved automation of manual reporting operations using Alteryx and other tools.

Lowell, Arkansas, United States

• Managed over 20 pricing opportunities/ requests weekly for various customers, each with diverse processes for proposal submission up to publication of business.
• Implement pricing and contractual agreements for national, emerging, and international business.
• Analyzed rate discrepancies discovered in billing and lead efforts in resolving these issues.
• Collaborated with various departments to ensure accurate and timely reporting of proposed rates to customers.
• Worked extensively within excel to create lane files that matched customer expectations and formatting.

Fayetteville, Arkansas, United States

• Identified customer order patterns and reorganized shelving space to prioritize high volume items and eliminate excess time spent on walking throughout the warehouse to retrieve orders.
• Exposed to a startup company and gained a unique view on the Marketing, Human Resources, Operations, and Leadership team decisions due to the small scale of the company.
• Continued to increase time management skills by balancing a 15-hour work week while completing 15 college credits and adjusting to the increased workload of an independent virtual learning environment.

Fayetteville, Arkansas, United States

• Learned to connect with customers and mediated any issues that occurred between customers or staff.
• Worked 20+ hours/ week to contribute to financing my college education while completing 15-17 college credits per semester and maintaining a 3.9 GPA.