Ryan Mcintyre Email and Phone Number
Ryan Mcintyre work email
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Ryan Mcintyre personal email
I am a Colorado State University graduate with a Bachelor of Science degree in Business Administration with a concentration in finance. This degree has allowed me to study all aspects required in the business professional world, while also building my knowledge and skills in asset valuation, investments, and global finance. I am passionate about this field because it provides the opportunity to make a difference for numerous people and provides opportunities for growth unlike any other. I have an array of skills that would make me a successful and valuable team member, including analytic abilities, working on small team projects, data review, and strong communication skills. In my current position as a Client Support Specialist at eMoney Advisor, LLC, I am responsible for managing a large number of inbound financial planning-related inquiries. This involves utilizing my issue resolutions skills to triage a problem in a coherent, knowledgeable, and efficient manner that leaves clientele knowing they had a positive experience. This translates to other opportunities because I demonstrate the ability to solve problems, determine effective resolutions, and communicate as necessary to an array of different personalities.While my direct experience is in the private financial section and client services, I strongly believe the skills I have developed during this time will translate directly over to contribute to the growing success of any future opportunities.Experience: client service, data extraction and entry, issue resolution/triage, advanced spreadsheet development, business communications
Synergy Financial Group, Ltd
View- Website:
- emoneyadvisor.com
- Employees:
- 662
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ParaplannerSynergy Financial Group, LtdFort Collins, Co, Us -
Product Support SpecialistEmoney Advisor Mar 2022 - Present -
Client Support RepresentativeEmoney Advisor Apr 2019 - Mar 2022Naples, Florida, United States -
Systems IntegratorCiccarelli Advisory Services, Inc. Sep 2017 - Apr 2019Naples, Fl• Integrate technological system to streamline business tactics to be used in day-to-day activities with client portfolios, data incorporation, and communication• Develop business strategies utilizing eMoney software to assist with data entry, analysis, and reporting• Train all employees on the workings of the financial software to increase efficiency in daily tasks • Provide assistance with software and ensure there is consistent client and staff communication for increased comprehension of portfolio strategies -
Residential RealtorKeller Williams Realty Naples Mar 2018 - Dec 2018Naples, Florida Area -
Client Service AdministratorGuidespring Wealth Strategies Oct 2016 - May 2017Fort Collins, Colorado Area• Managed client portfolios in eMoney financial software including data entry and analysis to make sure clients had a comprehensive view of their assets • Ensure client satisfaction by addressing any concerns and quickly responding to needs and requests• Organized and updated Advisors Assistant software to maintain accurate records of client information, policy information, and other documentation• Performed regular financial and marketing research to provide clients with information to greater understand the strategies implemented with the management of their portfolio• Began with the company as an intern and was quickly promoted to associate after two months due to quick comprehension and ability to produce next level work
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AssociateBed Bath & Beyond Sep 2016 - Jan 2017Fort Collins, Colorado• Maintained physical inventory throughout store• Developed beneficial customer relationships• Consistent communication with upper-management
Ryan Mcintyre Skills
Ryan Mcintyre Education Details
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Investments And Securities
Frequently Asked Questions about Ryan Mcintyre
What company does Ryan Mcintyre work for?
Ryan Mcintyre works for Synergy Financial Group, Ltd
What is Ryan Mcintyre's role at the current company?
Ryan Mcintyre's current role is Paraplanner.
What is Ryan Mcintyre's email address?
Ryan Mcintyre's email address is ry****@****ers.com
What schools did Ryan Mcintyre attend?
Ryan Mcintyre attended Colorado State University.
What skills is Ryan Mcintyre known for?
Ryan Mcintyre has skills like Microsoft Office, Customer Service, Strategic Planning, Securities Analysis, Management, Research, Data Analysis, Emoney, Advisors Assitant, Interpersonal Skills, Project Management, High Learning Capacity.
Who are Ryan Mcintyre's colleagues?
Ryan Mcintyre's colleagues are Karen B, Joel Ugwuebulem, John Smith, James Treese, Desiree Luna, Chris Kelleher, Samantha Hoch.
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Ryan McIntyre
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