Ryan Kulyik Email & Phone Number

Tampa, Fl, Us

Tampa, Fl, Us

St. Petersburg, Florida, Us

St. Petersburg, Florida, Us

St. Petersburg, Florida, Us

• Lead business analyst on multi-year, multi-million dollar project to create a new proprietary communications portal for the firm’s ~20k financial services professionals• Experience synopsis:o Worked with project stakeholders and UX team to define, vet and document requirements for internally developed communications portalo Partnered with Home Office business and technology counterparts to understand current processes in order to prescribe requirements for seamlessly transitioning ~70 existing communications while identifying and recommending process improvements opportunitieso Presented detailed requirements to Development and Testing teams while acting as the primary subject matter expert, representing project stakeholders as well as content providerso Established reputation as go-to resource for delivering thorough analysis on a variety of subject matter including conducting and presenting analysis that served as the basis for other enterprise projects

Tampa, Fl, Us

• Responsible for leading and supporting projects through both Waterfall and Agile methodologies from initiation through completion to ensure project’s objectives are successfully achieved on-time and on-budget• Experience synopsis:o Immediately immersed myself into new role, organization and industry to become key contributor within Project Management Office (PMO), earning accolades from peers and management throughout the organizationo Organized and led cross-functional teams of stakeholders to define problems and elicit requirements, resulting in the successful implementation of projects including the launch of new products, deploying mobile and online (web-based) functionality as well as performing critical enhancements to existing processes and technologieso Negotiated internal impediments by applying extensive experience in quantitative analysis to influence decision-making and facilitate consensus building among stakeholderso Supported Application Development partners by conducting business analysis as well as validating functionality through Quality Assurance (QA) and User Acceptance Testing (UAT), routinely identifying and recommending improvements, resulting in the delivery of higher quality end products to customers

San Mateo, California, Us

• Senior-level sales support/business analyst responsible for partnering with senior sales management to provide comprehensive support of key strategic and tactical initiatives• Experience synopsis:o Routinely conducted and presented in-depth statistical analysis of organizational sales, customers, products, and internal activities to senior sales management team in support of organization objectiveso Partnered with Marketing and Sales teams to develop, communicate, and execute internal sales campaigns based on environmental changes within the company and/or industryo Represented the Sales department as the sole business lead in several organizational projects including the internal development of a multi-million dollar CRM, revolutionizing the manner in which internal and external sales staff managed their assigned territorieso Achievements within role resulted in being assigned responsibility of leading cross-functional team consisting of senior leaders from Marketing, Sales, Data Analytics and Sales Support departments to identify, develop and disseminate ongoing business intelligence to U.S.-based sales force of 180 internal and external wholesalerso Leveraged creativity and understanding of business needs to proactively invent and launch new business intelligence attribute, assigning a desirability rating to ~150,000 customer profiles, effectively redirecting sales force activities to the optimal population of customers

San Mateo, California, Us

• Responsible for developing, implementing, and enforcing policies and procedures to ensure corporate adherence to Anti-Money Laundering and OFAC regulations• Experience synopsis:o One of two analysts selected to spearhead the creation of the organization’s Anti-Money Laundering departmento Oversaw the day-to-day activities of the department including training, mentoring and supervising department staffo Performed extensive due diligence research on customers and account activity as well as managed regulatory filings and communications with the federal government on behalf of the organizationo Administrated technology including the globally utilized compliance interdiction software (Bridger Insight) as well as the department’s various SharePoint siteso Represented department as business lead for projects such as regulatory updates, technology upgrades, global sourcing efforts, audit reviews, budget preparation, disaster recovery planning, and ongoing process improvementso Achievements led to being tasked with incorporating and consolidating the fraud monitoring responsibilities into the department, leading to the personal identification and termination of a multi-year fraud ring targeting the organization

San Mateo, California, Us

• Responsible for developing, implementing, and enforcing policies and procedures to ensure corporate adherence to prospectus guidelines• Experience synopsis:o Developed new workflow procedures as well as improving existing workflows resulting in substantial efficiency gainso Conducted account activity analysis to identify and report presence of red flag activity, protecting integrity of investment products while mitigating regulatory and reputational risko Identified and reclaimed over $25k in misappropriated commission payments

San Mateo, California, Us

• Responsible for providing superior inbound sales support to the financial advisor community by consistently applying the techniques of the Integrity sales process.

Responsible for facilitating life insurance underwriting process from application to final decision.Other responsibilities include:Achieving LOMA I certification

New York, Ny, Us

Responsible for all phases of independent business development from prospecting for new clients to providing ongoing asset management to existing clients.Other responsibilities include:Working directly with individuals and small businesses to pinpoint financial goalsOffering suitable recommendations across multiple product lines and mutual fund familiesMaintaining a proactive relationship with clientele to further develop and expand businessOngoing management of multi-million dollar client baseParticipation in recruiting efforts, new advisor training, speaking engagements, and protégé supervision Achieving Series 6 and Life, Health, and Variable licenses