Ryan Orvis Email & Phone Number

Shelton, Connecticut, United States

We help over a quarter million clients, nationwide create wealth and make smart money decisions through our financial planning and consulting services. At Barnum Financial Group, we provide a full range of investment and risk management products and services to individuals and their families, as well as small businesses, corporations, government entities.

Shelton, CT

• Financial Planner
• Assists in the clarification, understanding and quantification of client’s financial goals and needs.
• Assists clients in gathering the information needed to prepare the financial plan.
• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.
• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.
• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.

Shelton, CT

Shelton, Connecticut

• Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs
• Develops customized ideas and solutions for each client
• Specializes in helping clients meet their protection needs through a variety of insurance products

Canton, NY

Served as a Student intern to help advise fellow students on resumes, cover letters and internship searches. I assisted the office staff with projects and daily responsibilities. As a student intern, I took pride in being able to help fellow students in their journey to finding a job or internship. It was exciting to work in a Career Services office that.

Canton, New York

My responsibilities include brainstorming and creating content for the University run Social Media accounts. The main accounts are Facebook, Instagram, and Twitter. I am specifically in charge of creating and capturing content for the St. Lawrence Instagram Channel. Meg Keniston, oversees the team and university run accounts. We work together to build new.

St. Lawrence University

The Thelomathesian Society is the student governance organization at St. Lawrence University. My duties as president ranged from managing the Society, to giving speeches and presentations to the Board of Trustees, accepted and prospective students, alumni and current students, and meeting with faculty and staff on a weekly basis.

St. Lawrence University

My responsibilities were to manage the budgets of 7 different committees within the organization. I wrote checks, handled any cash, and made all deposits to the bank. The budget I handled for the organization was $293,860.64. I also worked with the Executive board to organize and help run events and meetings.

New York, New York

Worked with the CFO and accounting team to build a historical database of accounting records. Used excel to organize and sort data that would be beneficial for future tax audits. Shadowed the investment team on multiple pitch meetings and market updates to learn both sides of the company.

Mingo, WV

Managed a volunteer center in Mingo, WV with 3 other staff members. I coordinated the finances for the center which entailed writing checks, tracking spending, and managing the bank accounts. My other duties included managing construction projects, buying and keeping track of supplies at the center, and collaborating with the rest of my staff on the best.

Fairfield, Connecticut

Prepared ingredients for the head chefs, worked the main grill at the "halfway house", and served patrons at different cooking stations during banquets and other functions. I worked with the banquet staff to complete tasks for both our kitchen and the main dining room kitchen.

Bachelor Of Arts (B.A.), Business And Environmental Studies Double Major, Senior

Activities and Societies: Thelomathesian Society, Association for Campus Entertainment (A.C.E), St. Lawrence Social Media Team, First Year.

Bachelor’S Degree, Environmental Studies

Studied abroad in Cairns, Australia at James Cook University during my Junior spring. I was immersed in a different culture, environment.

Diploma

Activities and Societies: Varsity Men's Lacrosse, Varsity Men's Soccer, JV Alpine Ski Team3 Year Varsity Athlete 2 Sport Captain Varsity.