Ryan Frederick Email & Phone Number

Phoenix, Arizona, United States

Greater Phoenix Area

United States

Identify and research publicly traded firms with issues related to earnings quality, insider trading, improper executive incentives, valuation, market fundamentals, and other metrics. Take this analysis and construct a long-form actionable investment thesis by simplifying and efficiently communicating complex economic and financial information.Target.

Phoenix, Arizona Area

VCP is an insurance holding company where growth is primarily achieved through life insurance company (or policy) acquisitions supplemented by organic policy sales.Responsibilities: - Manage the acquisition and transition of financial departments and processes as an integral part of an M&A team - Participate in the valuation and negotiation processes.

Phoenix, Arizona Area

• Back-test markets to find statistically significant factors for investment performance
• Apply Private Equity LBO models to public markets
• Create and present an investment thesis on a potential target
• Receive 3rd highest score since program inception on a test of financial statement and investment analysis

Scottsdale, AZ

• Integral role in M&A of 115,000 in-force policies from Golden State Mutual in receivership from the state of CA. Working closely with VP of M&A Actuary to gain complete understanding of financial operations of the.
• Integral role in the creation of a policy administration platform. This includes responsibility for the creation & implementation of bank accounts & services, researching and purchasing printing and advanced mailing.
• Compile, review, analyze & understand all policy and financial data for 3 closed blocks of life insurance initially totaling 149,000 policies.
• Responsible for the management of an avg. of $2.5M in policy administration funds for 3 separate blocks
• Reconcile & prepare financial statements, including reporting, transaction adjustment, cash flow analysis, interest analysis, income statement, balance sheet, SchT, Federal Excise Tax, Required Security Market Value.
• Manage agreement obligations & relationships with respect to third party administration, 8 reinsurance companies, various government agencies, Wells Fargo Bank, insurance agents

Scottsdale, AZ

• Reconcile & prepare financial statements
• Run nightly administration system updates, creating ACH files, policy notices, policy billing statements, printing checks, inputing premium payments
• Responsible for the management of an avg. of $1.3M administration funds
• Manage and file state licensing and reporting requirements
• Manage TPA relationships and reinsurance relationships

• Audit multiple systems transmitting data between Wells Fargo and other entities (Federal Reserve, Banks, and Processing Sites).
• Trouble-Shoot software issues as they arise.
• Assist with the transition to digital files sent and received by Wells Fargo.
• Complete system reports needed to analyze processing and internet on performance
• Train new/current employees via phone / internet on software use
• Cross-Train in different functions of the Payment Management Center

• Balance and manage the security, shipment, and distribution of $200,000+ in cash
• Achieve and surpass 100% of sales goals while employed at the branch level
• Analyze and balance daily teller transactions and paper work to find balance outages
• Prepare and audit bank documents to ensure compliance.
• Investigate and assist in repairing fraudulent activity reports on customer accounts.
• Average 4.45 out 5 on customer service scores while at the branch level for 2 ½ years