Ryan Heller Email & Phone Number

Woodland Hills

Van Nuys

• Developed the budget for and helped negotiate a ~ $14 million development project between SMA Builders and CIM
• Wrote and managed the contracts, scopes of work, and insurance policies for several projects, which gave me a better understanding of the processes and legal structure of the construction industry
• Selected to mentor the future batch of incoming employees at the company in areas such as database management so that they could hit the ground running and match management’s expectations

Greater Los Angeles Area

• Increased office efficiency by managing prospective client referrals, client records, and policies for a group benefits program for BlackRock
• Assisted the relationship managers in converting 4 clients’ term insurance policies to whole life policies, which lead to a ~5% increase in their commissions that month
• Learned about asset allocation, financial analysis, and estate planning as well as their roles in the private wealth management industry from executives around the country

Van Nuys, California

• Created a dynamic excel database using dashboards and advanced functions like lookups, pivot tables & arrays to manage all the subcontractors and business associates for the company
• Researched ways to reduce development costs on several projects by over $50,000 through material & labor alternatives

Oxnard

- Learned the importance of getting what you earn.- Organized fundraisers for the builds.- Started the club from the ground up and gathered members to create a successful and lasting school function.

Finance, General, Senior

Indiana University, Kelley School of Business

Finance, General, Junior

Explored a more interactive style of learning and traveled to over 15 cities (across 10 countries), visiting companies such as Dansk Bank.