Ryan Staton, Cfp® Email & Phone Number

Orlando, Fl, Us

Orlando, Florida, United States

Orlando, Florida

Responsible for portfolio management and construction of client assets through in-house portfolio management. Head of trading of all client portfolios totaling $360+ million in assets under management (20,000+ trades/yr.)Leader for investment committee in idea generation, market research, stock & fund screening, and implementation of investment strategy. Created custom stock/fund screener and developed scoring models that quickly filter top performing investments while… Show more Responsible for portfolio management and construction of client assets through in-house portfolio management. Head of trading of all client portfolios totaling $360+ million in assets under management (20,000+ trades/yr.)Leader for investment committee in idea generation, market research, stock & fund screening, and implementation of investment strategy. Created custom stock/fund screener and developed scoring models that quickly filter top performing investments while simultaneously considering a variety of key performance metrics.Proven ability to simplify communication of complex investment analysis/strategies; lead author of numerous financial blogs published on AllGenFinancial.com and social media. Leads client investment reviews for clients who need deeper explanations on their portfolio performance by clearly communicating rationale behind investment decisions. Responsible for client 401k allocations; research client employer plan investment options to provide custom recommendations, while considering client’s financial situation and risk tolerance.Manage relationships/contracts with technology vendors and implement internal change management processes across firm employees. Show less

Orlando, Florida

Orlando, Florida Area

• Managed relationship for 18-30 Registered Investment Advisory (RIA) institutions, facilitating nearly $4 billion in assets under management in the Mid Atlantic, and metro Washington D.C. area.• Provide operational support for independent financial advisory firms under Schwab’s Advisory Custody and Trading (ACT) platform with objectives of promoting client retention and growth.• Developed consultative relationships with high value institutional clients regarding business operations… Show more • Managed relationship for 18-30 Registered Investment Advisory (RIA) institutions, facilitating nearly $4 billion in assets under management in the Mid Atlantic, and metro Washington D.C. area.• Provide operational support for independent financial advisory firms under Schwab’s Advisory Custody and Trading (ACT) platform with objectives of promoting client retention and growth.• Developed consultative relationships with high value institutional clients regarding business operations, compliance with SEC, and offered business solutions to financial advisory firms.• Educate firms on how to recognize business risks and identify opportunities to operate effectively and efficiently within a highly regulated environment.• Perform swiftly within a fast-paced and strenuous work environment where communication and productivity are vital. Show less

Chicago, Illinois

• Responsible for the onsite production and logistics of three 104-page magazines, including software installation across multiple workstations, and onsite tech support to ensure smooth workflow between editors, designers, union workers, and exhibitors.

Clearwater Florida

• Analyzed cost structure and revenue cycle and improved contract review process from two weeks to two days.• Communicated with clients including Lockheed Martin, Boeing, and Airbus about product design specifications, pricing & billing, and areas of potential new business.

Customer Advocacy

• Analyzed guest compensation models in relation to potential future returns • Managed social media sites for over 50 resorts located worldwide.