Ryan Robillard Email & Phone Number

Luxemburg, WI, US

Green Bay, Wisconsin, United States

• Perform pre-meeting preparations in the form of an established review checklist.
• Participate in client review meetings, documentation, and follow up task assignment.
• With guided assistance from a Support Financial Advisor, enter data into financial planning software.
• Observe and participate in strategy development.
• Learn to use proprietary research software, Morningstar workstation, and various online data sourced to gather an aggregate market and economic research.
• Develop and internally present a financial plan for a prospect.

Madison, Wisconsin, United States

• Help residents plan activities and programs to build connections among residents.
• Be available and visible to residents, act as a resource, and provide information.

Luxemburg, Wisconsin, United States

• Assist supervisor in replacing silo necks, shoots, and other key parts.
• Spread, level, and smooth concrete using a rake, shovel, and hand or power tools.
• Tie rebar and cables with a tie gun on multiple points on the bed we were setting up.

Green Bay, Wisconsin, United States

• Provided an exceptional customer experience by ensuring timely services meeting customers' expectations.
• Effectively worked in a team environment completing successful installations of hardscape construction projects: patios, walkways, walls, pergolas, decks, and other hardscape designs.
• Operated various pieces of equipment including skid steers, loaders, and trucks.

New Franken, Wisconsin, United States

• Effectively worked in a fast-paced team environment with changing priorities. Greeted and assisted guests throughout the facility.
• Responsible for cleaning and parking golf carts, washing dishes, emptying garbage, stocking coolers, cleaning, maintaining the course, etc.