Ryan Morgan Email & Phone Number

Willow Grove, Pa, Us

Wayne, Pennsylvania, United States

Assist financial advisors by providing strategic insights on investment products, offering exceptional service, and supporting their efforts to meet client needs. I collaborate with internal teams to deliver timely information, solutions, and resources that empower advisors to better serve their clients and grow their business

Avalon, New Jersey, United States

Huntingdon Valley, Pennsylvania, United States

Skilled in providing exceptional customer service, I excel in assisting golfers with club selection, yardage calculations, and course navigation. With a strong understanding of golf etiquette and course management, I contribute to players' success by offering strategic advice and support during rounds. Known for my reliability, adaptability, and interpersonal skills, I am committed to delivering outstanding service and fostering positive relationships with clients and fellow golf enthusiasts.

Horsham, Pennsylvania, United States

Motivated and detail-oriented financial investment audit intern with a strong interest in auditing and compliance. Throughout my internship, I gained valuable experience in examining and assessing the financial records of various investment portfolios to ensure accuracy and regulatory compliance. Proficient in conducting audit procedures, analyzing investment transactions, and documenting findings, I contributed to the identification of risks and the formulation of recommendations for improvement. With a commitment to learning and professional development, I am eager to leverage my skills and knowledge to support audit teams in delivering high-quality services and driving organizational success.

Horsham, Pennsylvania, United States

As an Audit Intern specializing in employee benefit plans, I supported audit teams in examining the financial records and compliance of various employee benefit plans. Throughout my internship, I gained valuable experience in conducting audits of defined contribution and defined benefit plans, ensuring adherence to regulatory requirements such as ERISA, IRS, and DOL regulations. With a focus on accuracy and attention to detail, I contributed to audit procedures, documentation, and client communication, assisting in the identification of risks and the formulation of recommendations for plan improvement.

Ambler, Pennsylvania, United States

I worked as part of the core operations team, where I played a pivotal role in overseeing all outgoing transactions and efficiently managing client asset expenses and purchases. Utilizing QuickBooks, I meticulously balanced expenses, printed checks on behalf of customers, and handled all wires, ACHs, and state and federal taxes for Cama Plan's extensive client base of 7,000 individuals. My dedication to accuracy and attention to detail ensured seamless financial operations and client satisfaction within the organization.

As a retail associate I leveraged in-depth product knowledge and a keen understanding of customer preferences, I excel in guiding individuals to find the perfect footwear solutions to meet their needs. With a focus on building strong client relationships and providing personalized recommendations, I consistently strive to enhance the shopping experience and drive customer satisfaction. Dynamic, goal-oriented, and enthusiastic, I am dedicated to representing leading shoe brands and contributing to the success of the retail team.

Accounting And Finance

Accounting And Finance

Activities and Societies: played for the men's soccer team for two years

Education record

Activities and Societies: At Archbishop Wood I played varsity soccer, baseball, and football. I was also part of the athletes helping.