Ryan Wimer Email & Phone Number

Milwaukee, Wisconsin, United States

• Technical owner for several recurring reports and processes• Involved in projects aimed at refining team expectations and best practices• Team lead for intake and handling of ad hoc requests• Technology owner for Gateway to Growth training program• Determine agency reimbursement payouts totaling ~$4.5Million annually under Intern Lives Bonus and Intern Development Expense programs• National Training Program lead for data analytics and data infrastructure• Transitioned team of 20+ to agile framework in Jira & Jira Align• Developed backlog prioritization framework for portfolio of 20+ projects

Milwaukee, Wisconsin, United States

• Redesigned account processing database for greater functionality and better data-management• Provisioned systems access and provided training on systems usage for department of 80+ members• Lead a team focused on process improvement – from identifying to implementation of improvement opportunities• Handling of bank operations for trust accounts• Analysis of wealth management advisors

The lead service representative role was developed to provide varying forms of support to the department's several teams. The incumbent is a subject matter expert for several of the department's processes and technical liaison for the department as a whole. As such, the lead service representative is involved in adapting processes and guidelines to the changing needs of the business, often taking ownership of certain facets of these adaptations.

The Advisory Account Senior Representative position demands a balance between daily production and longer-term planning and projects.Daily production work focuses on the establishment and ongoing supervision and maintenance of advisory investment accounts. Project work focuses on policies and guidelines regarding those accounts as well as operations-based improvements to systematically increase departmental efficiency and effectiveness.