Ryan Kulyik Email & Phone Number

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.

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.

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.

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.

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.

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.