Ryan Mcquillan Email and Phone Number

Facilitating between employers and vendors, my key role is to advocate on behalf of retirement plan sponsors. I implement all facets of the plan including tailored plan design, comprehensive benchmarking of vendor costs and services, and customized employee education based on the retirement readiness goals of the plan.

Partner on a senior wealth management team at Merrill Lynch, with a combined 25 years of financial services experienceService team book with over $500 million in combined client assets, while building my own $4.0 million book of business in less than 15 monthsWork exclusively with high net worth families, business owners and executives of public and private companiesManage the planning and investments of over 130 businesses, families, funds and organizationsDevelop, maintain, and implement proprietary portfolios and other trading platformsRecommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferencesWork hand in hand with upper management on client and prospect casesProducing financial and portfolio models in Excel for our clientsCreate and deliver presentations to groups of prospective clients at monthly dinner seminars, including senior executives of public companies.Prospecting for clients through cold callingObtained FINRA licenses 7 and 66Currently hold MA Heath and Life insurance licenses

•One of three partners who founded Safe and Sound Storage.•Incorporated the company with the State of Vermont in 2006.•Direct liaison between the company and the Middlebury College administration.•Sole negotiator in the acquisition of competitor Panther Storage.•Increased the size of the company from 25 to over 250 clients in three years •Incrementally increased the size of the company, to oversee the storage needs of over 230 clients, including transportation of belongings to and from our facility.