Ryan May Email and Phone Number
san diego, california, united states
Ryan May's Location
Charleston, South Carolina Metropolitan Area, United States
Ryan May's Contact Details
Ryan May work email
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Ryan May personal email
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Ryan May phone numbers
About Ryan May
Project Management and Training professional focused in finance and technology with proven results.
Ryan May Work Experience Details
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Vice President, Head Of Institutional Cross-Segment SupportLpl Financial Dec 2024 - PresentCharleston, South Carolina, United States -
Vice President | Institution, Design And Solution – Technology ConsultingLpl Financial Aug 2023 - Dec 2024Charleston, South Carolina Metropolitan AreaTrusted partner to the Sales Team, demonstrating and communicating the value of our platform and technology through the sales process.Consults with prospects to understand their business challenges and technical hurdles.Delivers compelling platform technology presentations and demonstrations, both in-person and virtually and support requests for information.
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Assistant Vice President | Financial Institutions, Sales EngineeringLpl Financial Oct 2021 - Aug 2023Fort Mill, South Carolina, United StatesProfessionally discusses and delivers complex comparative presentations and demonstrations to the executive leadership team of large wealth management firms.Introduces strategies and best practices for the deployment of the LPL platform and it's overall technology offerings.Leverages a consultative sales approach to help decision makers understand the LPL platform, it's products and services.Collaborates with other business units to identify and deliver on new enhancements and capabilities.
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Assistant Vice President - Project ManagerLpl Financial Mar 2020 - Oct 2021Fort Mill, South Carolina, United StatesDeveloped detailed project plans including milestones, timelines, anticipation of problems/issues and corrective actions required to resolve them, and facilitation of scope management. Developed additional reports as needed throughout the conversion.Maintained and delivered documentation to stakeholders, such as progress reports, issues logs and project plansConducted project closing activities including postmortems and created a recommendations reports identifying areas of opportunities and inefficiencies and offering suggestions for improvement for future projects
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Assistant Vice President, Business TransitionsLpl Financial Oct 2019 - Mar 2020Fort Mill, South Carolina, United StatesTrained new Large-Enterprise & Financial Institution groups as well as new Master-level advisors to help expedite the transition of accounts and successfully conduct business with LPL by leveraging tools and resources for optimal productivity and growth during the first 6 months.Promoted efficient workflows & practice management resources by leveraging the right tools at the right time for the advisor.Maintained an awareness of competitors and third-party tools and consulted with clients effectively on those topicsHandled ad-hoc requests for 1:1 tech demos as requested by Recruiting
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Senior Transition Support Partner - Buisness DevelopmentLpl Financial Dec 2017 - Oct 2019Fort Mill, South Carolina, United StatesTrained new high-complexity advisors, virtually and onsite.Assisted with the opening of brokerage and advisory accounts virtually and onsite by ensuring all client data is reviewed and entered and accounts are opened in a timely and accurate manner. Participated in Home Office Visit technology demonstrations
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Transition Support Partner - Business DevelopmentLpl Financial Feb 2016 - Dec 2017San Diego, California, United StatesTrained independent and institutional advisor recruits and their teams on LPL’s core technology by way of onsite visits and through various virtual mediumsProvided both repapering training and support for advisors transitioning their book of business to LPL FinancialEnsured advisors proficiency in both LPL’s and third-party technologies resulting in reduced NIGO rates and increased ramp and productivityProvided technology demos to recruits showcasing LPL’s product portfolio both virtually and during home office visits
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Business ConsultantLpl Financial Aug 2015 - Feb 2016San Diego, California, United StatesExecuted live and virtual training events with a focus on technology for new and existing financial advisorsDeveloped education plans identifying the knowledge and skill sets necessary for new advisors and office staff to achieve successful transitionScheduled events with respect to existing leadership commitments, major holidays, and critical client-related activitiesLeveraged various sponsor relationships to provide services that exceeded expectations, while managing costs and perception
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Associate Product AnalystLpl Financial Apr 2014 - Aug 2015San Diego, California, United StatesConducted document, business, task and workflow analysisParticipated in design and development activities ensuring proper and accurate communication of requirementsParticipated in the validation of requirements and the design of artifacts with customers/stakeholdersSupported strategic product roadmaps, including analyzing the market and competition and identifying ways to improve sales and revenueCommunicated vision and message to clients, customer, colleagues and stakeholdersPerformed product support activities, including work orders and defectsCompleted ad-hoc assignments that assisted in development and implementation of strategies and new processesManaged technology department’s patent program
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Executive Administrative AssistantLpl Financial Nov 2011 - Apr 2014San Diego, CaPerformed general administrative duties to support Senior Management, including telephone screening, calendaring and hardware/software procurementManaged logistics and execution of leadership events, including site selection, registration, and vendor managementHeavy travel coordination including arranging flights, lodging, and ground transportation Liaison between Senior Management and multi-million dollar advisors
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Certified Personal Trainer; Certified Spinning Instructor24 Hour Fitness Nov 2009 - Jul 2016Greater San Diego AreaCreated and executed cycle, interval, cardio and boot camp-style group classesInvolved in exercise prescription and instruction for individual clients -
Sr. Executive Administrative AssistantPetco Oct 2004 - Nov 2011Greater San Diego AreaManaged calendars, travel, telephones and day-to-day activities Completed and audited expense reports for departmental associates Responsible for the purchase of office supplies and hardware Set-up new employee work stations and network access Wrote articles for internal web-based newsletter and trade show tabloid Participated in the brainstorming and production of internal training videos Coordinated video and photo shoots for internal and external use Managed company telephone directory Wrote and distributed new store press releases Pitched media on local and national events Managed media databases Monitored company news clips -
Assistant ManagerOggis Pizza And Brewery Co Dec 1999 - Oct 2004Greater San Diego AreaHired, trained, managed and maintained a staff of 30 employees to service this popular sports bar and restaurant franchiseDeveloped a strong understanding of the nuances of the food and beverage industry with regard to facilities management, general accounting and purchasingDeveloped professional relationships with third-party vendors to ensure mutually beneficial pricing and delivery schedules were maintained
Ryan May Skills
Business Development
Administration
Training
Strategy
Sales
Ryan May Education Details
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San Diego City CollegeSocial And Behavioral Studies
Frequently Asked Questions about Ryan May
What company does Ryan May work for?
Ryan May works for Lpl Financial
What is Ryan May's role at the current company?
Ryan May's current role is Vice President | Head of Institutional Cross-Segment Support.
What is Ryan May's email address?
Ryan May's email address is ry****@****tco.com
What is Ryan May's direct phone number?
Ryan May's direct phone number is +185820*****
What schools did Ryan May attend?
Ryan May attended San Diego City College.
What skills is Ryan May known for?
Ryan May has skills like Business Development, Administration, Training, Strategy, Sales.
Who are Ryan May's colleagues?
Ryan May's colleagues are Gabe Lewandowski, Jennifer N., Shreya Gattani, Amanda Page, Jim Shaw, Terry Mclean, Ed Johnson.
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