Ryan May Email & Phone Number

Charleston, South Carolina, United States

Charleston, South Carolina Metropolitan Area

Trusted 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.

Fort Mill, South Carolina, United States

Professionally 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.

Fort Mill, South Carolina, United States

Developed 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

Fort Mill, South Carolina, United States

Trained 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

Fort Mill, South Carolina, United States

Trained 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

San Diego, California, United States

Trained 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

San Diego, California, United States

Executed 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

San Diego, California, United States

Conducted 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

San Diego, Ca

Performed 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

Greater San Diego Area

Created and executed cycle, interval, cardio and boot camp-style group classesInvolved in exercise prescription and instruction for individual clients

Greater San Diego Area

Managed 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

Greater San Diego Area

Hired, 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