Ryan Morrill Email & Phone Number

Denver Metropolitan Area

Denver, Colorado

Greater Denver Area

· Draft annual, semi-annual and quarterly financial statements (Balance Sheet, Income Statement, Statement of Cash Flows, Financial Highlights) and Forms N-SAR, N-Q24F-2, and N-CSR for registered investment companies· Built and maintained financial models for unrealized gain loss, expense ratios, tax appreciation/depreciation and portfolio turnover· Prepare fund expense proformas· Review fund expenses and accruals; coordinate accrual adjustments with client and financial reporting team· Developed and maintained working familiarity with applicable laws, regulations and interpretations governing financial statements and disclosure, including Investment Company Act of 1940, IRS Code, GAAP, Regulation S-X· Effectively communicate timetables with business partners · Assigned as the primary internal contact for assigned funds· Assist with information to be provided to independent auditors as it relates to the annual financial statements· Maintain a high level of accuracy and meet set deadlines in completing assigned job duties· Partner with Creative Services to ensure completed work is accurate and in line with client expectations

Denver, Co

• Utilized a needs based sales approach to identify key client needs and uncover outside assets• Ask open ended questions to clearly understand client’s goals and different barriers preventing them from achieving financial success• Assist clients with determining proper investments and asset allocation based upon risk tolerance and time horizon• Assist clients in gathering, comparing, and analyzing information from balance sheets, income statements, and statement of cash flows• Make proactive outbound calls to clients to ensure they are maximizing their relationship with Scottrade• Document all client interaction in CRM (Siebel)• Act as a total solutions provider using Scottrade’s products and services suite to meet client needs• Tools used include Scottrade’s Portfolio Manager, Standard and Poors Research Reports, Scottrade Elite advanced streaming quote platform, and Knowledge Center• Partner with Scottrade Client Education Services to provide depth and understanding regarding financial markets, trading guidance and portfolio management• Place equity, fixed income, and option trades in client’s accounts per their request• Keep abreast of current conditions and economic data pertinent to the markets

Denver, Co

• Provide exceptional customer service in a professional manner for all aspects of account maintenance and opening new accounts while taking approximately 40-60 inbound calls per day and making 20-30 outbound calls per day• Proactively answer 30-40 client e-mails per day using Compliance approved techniques to guarantee first contact resolution• Exceled in asset acquisition and retention, bringing $13.2 million in new assets to Scottrade in 2012, • Lead role in establishing Service Center Roundtable. The purpose of the roundtable is to engage • Service Center personnel to effectively improve communication with our internal and external clients• Establish and maintain new accounts, execute trades per customer request, provide quotes and news• Provide and calculate information for margin accounts, calculate/give margin/non margin buying power, and balances • Keep up with corporate reorganization items, margin requirements, margin delinquencies, work short option report • Follow up on leads from potential customers • Assist internet customers when the internet is down and answer any technical questions about Scottrade.com while educating customers as to the workings of the market and our platform

Master Of Business Administration (Mba), Finance

Finance, Financial Services