Ryan Stevens Email & Phone Number

Winchester, Va, Us

Winchester, Va

Financial Accounting

• Contributed to a team of 32 analysts in a seven-week program to thoroughly prepare for future Consulting pro bono work • Enhanced my understanding of the Consulting Industry, Recruiting Processes, Interviewing, Case Studies, and more • Actively working to provide tangible value to real businesses and gaining a deeper understanding of the field of Consulting

Richmond, Virginia, United States

• Produced financial plans with tax efficient action items and helped bring in over $15M of new client assets to the firm• Gained exposure to the field of wealth management and financial planning through client meetings and shadowing lead wealth advisors• Developed an understanding of investment vehicles, insurance products, market trends, asset allocation, and tax implications • Utilized a client management system (CRM/Salesforce) to track client’s needs and interactions with their wealth advisers

Winchester, Virginia, United States