Ryan Jacobs Email & Phone Number

Windham, CT, US

North Windham, Connecticut, United States

Rocking it up with a fantastic team!

North Windham, CT

Savings Institute Financial Center

Member of IT, Business Intelligence, with primary focus on running and building the Risk Management department. Compliance Committee member, BCP/DR specialist, GRC expertise, and concentration on Third-Party Risk Management (TPRM). Responsible for TPRM Policy, Program, and Plan, created Risk Assessment Committee Charter and Privacy, Compliance, and.

Storrs, CT

Managed and accounted for all department expenditures, handled financial reporting to UConn and SBDC regional.

Mansfield, CT

Lead team to #1 in regional sales, while personally achieving #1 sales rank in North East. Excelled at driving sales of insurance contracts on electronics and sales of technology repairs. Microsoft Advisor for State. Risk specialist.

Drove State truck and pulled State boat to three lakes a day and interviewed fisherman on their catches and their view of State regulations.

Delivered amendments to the house floor from the legal office while in session. Acted as legislative aide for four representatives while out of session contacting constituents on various opinions or concerns.

Reston, VA

Excelled at selling consumer banking products to clients with a focus on home equity lines, investments, and term insurance contracts. Obtained Series 6, Series 63 and Life & Health licensees. Also lead the Bank at Work program prospecting new companies to enroll their workforce into Citibank for added benefits. Third best banker regarding goals, in VA, my.

Glastonbury, CT

Worked under the wing of a financial adviser organizing prospectus library, filing client documents, writing Asset Under Management reports and risk tolerance spreadsheets. Sat in on client meetings and helped organize client events.