Ryan Lunde Email & Phone Number

Chicago, Illinois, United States

Greater Chicago Area

Greater Chicago Area

Chicago, Illinois

Greater Pittsburgh Area

Obtained Series 7 and Series 63 licenses Discussed a multitude of different questions, issues, and inquiries our clients have each and every day pertaining to their portfolios, the securities markets, and strategies of investingSustained customer satisfaction scores of over 90% during entire tenure, attributing to Scottrade being awarded the J.D. Power "Highest in Investor Satisfaction with Self-Directed Services" for the last two yearsProactively seek discussions with… Show more Obtained Series 7 and Series 63 licenses Discussed a multitude of different questions, issues, and inquiries our clients have each and every day pertaining to their portfolios, the securities markets, and strategies of investingSustained customer satisfaction scores of over 90% during entire tenure, attributing to Scottrade being awarded the J.D. Power "Highest in Investor Satisfaction with Self-Directed Services" for the last two yearsProactively seek discussions with clients to make sure meeting goals with Scottrade and to persuade them to consolidate assets to Scottrade if best suited for their needsGenerated Revenue growth by increasing firm assets over 6 millions dollars last quarter outperforming every other Investment Consultant in the regionInfluenced over 13 million dollars of new assets between two other branch associates and myself, attaining the most assets by a branch in the north region, exceeding company wide asset growth expectationsConsulted clients on fundamental and technical analysis to assure proper usage of quanitative and qualitative data to more accurately identify indicators and trends for investment forecast purposes Show less

Rochester Area, Minnesota

Applied per recommendation from finance professor and subsequently selected over several other candidatesWorked 24 hours per week while simultaneously attending classes and then 32 hours per week during summerAssisted clients over phone and in person, resolving issues within my capacity relating to their accounts, questions about the securities markets, and filing any paperwork necessaryActively apprenticed under the branch manager to learn more about securities and the… Show more Applied per recommendation from finance professor and subsequently selected over several other candidatesWorked 24 hours per week while simultaneously attending classes and then 32 hours per week during summerAssisted clients over phone and in person, resolving issues within my capacity relating to their accounts, questions about the securities markets, and filing any paperwork necessaryActively apprenticed under the branch manager to learn more about securities and the inner workings of brokerage firms Show less

Performed all duties necessary at the bowling alleyHandled customer transactions and interactions; helped with the maintenance of the machines

Mequon, Wisconsin

Directed crew of 3 to 4 workersRegulated the time of route and weekly scheduleInteracted and dealt with customers concerning their questions and any complaints

Master Of Business Administration - Mba, Finance, General

Bachelors Of Science, Finance And Economics

Activities and Societies: Financial Management Association Habitat For Humanity Volunteer Majored in Finance and Economics with a variety.