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.