Ryan Doberstein, Mba Email and Phone Number
Ryan Doberstein, Mba work email
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Ryan Doberstein, Mba personal email
I earned my MBA in 2012 with a focus in international business and an Accounting BBA in 2011 from St. Bonaventure University. While attending college, I was a Resident Assistant for four years, Graduate Assistant, Peer Coach, Executive Treasure of the Student Government Association, Founder and Captain of the club volleyball team, and President of Overnight Host Association. I was also a member of the U.S. Army ROTC Program for two years earning the rank of Cadet Sergeant.After graduation, I moved to Pennsylvania and was the Operations Manager of an aftermarket jetski manufacturing company, Eric Malone Enterprises. I ran all of the company's operations such as inventory management, communicating with customers and venders around the world, organizing events and clinics, developing global distribution of product, invoicing, marketing, developing magazine ads, working with Customs and tax agencies, and focusing on lean production. In addition, I developed a new ecommerce website with over 150,000 new products for sale. In 2014 I was a Staff Accountant for IceWEB Storage Corporation. Some of my responsibilities included accounts payable, accounts receivable, journal entries, invoicing, collections, reviewing contracts, billing, approving employee express reports, reporting the cash balance to the CFO and CEO, and processing ADP payroll.Since 2015, I have worked at Bank of America (US Trust) & Wells Fargo as an Investment Performance Analyst moving my way up to a senior role.My hobbies include wakeboarding, baseball, volleyball, boating, and jetskiing. Due to my love of watersports, it was an obvious choice for my wife and I to purchase a little house on Lake Wylie in Charlotte, NC in 2016. We plan to be here for the long haul!
Fractional-Suite
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Fractional-SuiteCharlotte, North Carolina, United States
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Assistant ControllerManagement Insites Dec 2022 - PresentCharlotte, North Carolina, Us* Provide clients with accounting and financial recommendations (in collaboration with the Account Managers) to ensure the continued operations and growth of our client’s US activities* Prepare client reports outlining income, expenses, and earnings based on past, present, and future operations* Monitor and ensure all client required monthly activities are completed accurately; provide detailed general ledger review of clients’ accounts to ensure accurate reporting* Develop and implement client accounting policies and procedures* Prepare client budgets and financial forecasts* Maintain accurate records and documents; process documentation on a timely basis and with close attention to detail; assist with state registrations as needed and report sales tax for clients* Lead the preparation of annual reporting and supporting tax documentation for clients’ CPA firms* Supervise client payroll processing and required reporting and audit client payroll services’ quarterly reports* Maintain and administer client 401(k) Plans in coordination with 401(k) providers* Review and maintain all client employee records; complete client HR entry and exit documentation as needed* Complete additional client accounting, finance, and operational duties as needed, to include processing orders or invoicing to ensure clients’ orders are completed as per procedures* Liaise frequently with the Client Account Manager and Client directly
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Director Of Finance And FacilitiesLittle Scholar Academy Of Kannapolis Jan 2015 - PresentIn April of 2021, we purchased an existing childcare building in Kannapolis. In the summer of 2021, we worked with our contractors & architect to renovate the building. We then merged our former Huntersville location of 11 years with our new location. Our real estate business leases to our preschool.• Oversee all accounting and tax operations• Manage day to day accounting via QuickBooks software• Reconcile bank accounts, credit cards, real estate loans, etc. monthly• Create, study, test, & tweak policies and procedures for the goal of consistency and scalability• Assist with hiring and onboarding staff, along with terminations• Establish COVID-19 protocols and policies• Create financial statements for use by lenders and management• Project management via coordinating with various professionals such as Architect, Civil Engineer, Structural Engineer, General Contractor, Lender, Attorney, Municipalities, Zoning, etc.• Extremely strong negotiating skills, especially in various contract negotiations• Finding properties, acting as my own agent more than once in real estate transactions• Proficient in the lending process for both SBA and Conventional financing -
Senior Wealth Client Performance Analytics ConsultantWells Fargo Jan 2022 - Dec 2022San Francisco, California, UsSupport Investment Managers in the High Net Worth division of Wealth & Investment Management• Subject Matter Expert (SME) on benchmark indices and benchmark processes• Consistently loaded all manual benchmark data for 100,000 accounts with 100% success rate since day 1• Lead Process & Procedure expert on team of 10+ via creating or modifying Audit & Compliance procedures• Created 3 detailed & repeatable monthly desk procedures for multiple excel files (30+ columns wide each & over 100,000 lines total) for benchmark compliance and business continuity• Trained 2 teammates to take over my monthly processes so I could study and improve new processes• Review and analyze investment performance results for use in developing reports for clients, pensionconsultants, and internal management• Chief tester for new investment performance platform• Verify accuracy of portfolio and benchmark performance results and monitor performance trends• Respond to client requests and conduct special analyses• Lead team to meet urgent deliverables while leveraging solid understanding of performance analysis• Procedures I wrote have been passed by Internal Audit & processes I’m in charge of have passed OCC Audits -
Investment Performance Analyst 3Wells Fargo Mar 2020 - Jan 2022San Francisco, California, Us
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Investment Performance Analyst 2Wells Fargo Oct 2016 - Mar 2020San Francisco, California, Us
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Investment Performance AnalystBank Of America Merrill Lynch Apr 2015 - Oct 2016Charlotte, Nc, Us- Audit $2B+ of investment performance for US Trust on a monthly basis.- Selected by Senior Vice President to manage the benchmarking process that enables Portfolio Managers to measure performance against other investment vehicles or indexes.- Directly engage multiple Portfolio Managers to generate customized reporting and interpret complex investment returns. Consistently exceed Service Level Agreements by an average of 30%.- Train new and existing teammates on new procedures, such as benchmarking and creating performance aggregates. -
OwnerFrf Photo Nov 2011 - Nov 2015Photographer specializing in action sports photography along with experience in shooting weddings.My photos have been published in a worldwide distributed magazine called "Pro Rider Watercraft Magazine" and on university websites. I was also the staff photographer for St. Bonaventure University's trip to Ireland.
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Staff AccountantIceweb May 2014 - Oct 2014Aventura, Fl, UsIceWEB is the parent company of two subsidiaries. As a whole, the Company offers data center, colocation, cloud services, and wireless B2B internet service. Based out of Kansas City, Missouri.• Perform all daily accounting such as invoicing, A/R, A/P, journal entries, general ledger using accrual method• Run ADP payroll and approve employee expense reports• Report cash balance daily to CFO and CEO by utilizing personalized ad hoc report• Forecasted cash flow activities for up to 3 months out• Reconciled bank account with accounting software on weekly basis -
Operations ManagerEric Malone Enterprises Nov 2012 - Jan 2014EME is a high performance jetski manufacturing company with dealers and distributers around the world. EME is also a dealer and distributer of nearly every jetski product on the market.I ran the daily operations of EME such as customer support, building custom freestyle jetskis, and testing new designs.I have experience in all aspects of running a business, such as creation and follow-through of estimates, invoices, purchase orders, chart of accounts, & vendor relations.• Created new profit centers o Ex. Built a new parts website with 150,000+ new parts vs. 300 parts on previous site• Oversaw all daily business operations o Ex. A/P, A/R, purchasing, shipping, marketing, QuickBooks, & customer service• Developed standard operating procedures and build assemblies• Coordinated the global distribution of product through logistics & establishing new dealers
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Graduate Assistant Of Advancement OfficeSt. Bonaventure University Aug 2011 - May 2012St. Bonaventure, Ny, Us• Cost Accountant for all grants received• Develop time saving techniques to improve efficiency within the Advancement Office• Travel to events that include alumni, parents, and prospective students and tell them my story of SBU -
Resident AssistantSt. Bonaventure University Aug 2008 - May 2012St. Bonaventure, Ny, Us• Establish and promote a safe, stable, and healthy living environment for over 30 upperclassmen• Conduct multiple programs and monthly meetings to build community and awareness of campus events• Mediate disputes and provide sound advice while upholding and enforcing university policies
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InternSt. Bonaventure University Jan 2012 - Apr 2012St. Bonaventure, Ny, UsI was one of the leaders for the SBU study trip to Ireland. My other duties included writing a daily blog and being the staff photographer while in Ireland. The blog can be seen here: http://sbucce.org/father-mychal-judge-center/ Throughout the semester, I was in charge of updating the CCE's social media pages and doing various photoshop projects.
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Direct Lending InternM&T Bank Jun 2010 - Aug 2010Buffalo, New York, Us• Developed a model to determine where the Direct Lending Dept. should spend the $2.5 million marketing budget• Implemented a new system of tracking rate exceptions• Professionally reported data and delivered presentations to various upper level administrators within the organization
Ryan Doberstein, Mba Skills
Ryan Doberstein, Mba Education Details
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St. Bonaventure UniversityInternational Business -
St. Bonaventure UniversityAccounting
Frequently Asked Questions about Ryan Doberstein, Mba
What company does Ryan Doberstein, Mba work for?
Ryan Doberstein, Mba works for Fractional-Suite
What is Ryan Doberstein, Mba's role at the current company?
Ryan Doberstein, Mba's current role is Strategic leader with passion for improving processes for scaleability.
What is Ryan Doberstein, Mba's email address?
Ryan Doberstein, Mba's email address is do****@****ure.edu
What schools did Ryan Doberstein, Mba attend?
Ryan Doberstein, Mba attended St. Bonaventure University, St. Bonaventure University.
What are some of Ryan Doberstein, Mba's interests?
Ryan Doberstein, Mba has interest in Jetskiing, Entrepreneurial Endeavors, Wakeboarding.
What skills is Ryan Doberstein, Mba known for?
Ryan Doberstein, Mba has skills like Sponsorship Negotiations, Accounting, Sponsorship Marketing, Entrepreneurship, Sponsorship, Sponsorship Program Development, Blogging, Leadership, Social Media, Photography, Event Management, Photoshop.
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