Ryan Block Email & Phone Number

Northbrook, Il, Us

Northbrook, Illinois, United States

Ryan Block is a Managing Director at Creative Planning.Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.

Chicago, Illinois

• Provides retirement plan consulting services for organizations• Partners with clients to establish and maintain their fiduciary process• Designs and implements strategies to improve the plan participants' utilization, participation and retirement plan experience • Specializes in comprehensive wealth management strategies for affluent individuals, foundations and business owners• Joined Mesirow Financial in 2008 and has more than 19 years of experience in the financial services industry• Holds an Accredited Investment Fiduciary (AIF®) designation from The Center for Fiduciary Studies in association with the University of Pittsburg Katz Graduate School of Business• Member of the University of Illinois Alumni Association

• Actively managed up to $10 million of cash inflows and outflows as Ygomi’s Cash Manager• Forecasted monthly revenues and expenses of four subsidiaries of Ygomi to ensure proper worldwide distribution of funds• Performed complex financial analysis directly for the chairman, president, and CFO on a daily basis• Successfully instituted a budgeting process for 20 domestic and international departments by working directly with senior management and by using Microsoft Office tools• Developed and supervised a project plan to establish a new subsidiary in Belgium, thus enhancing the firm’s worldwide presence

• Created and maintained a detailed budget of $108 million for 15 Remittance Banking sites across the nation• Forecasted expenses and headcount within 1% for Remittance Banking, thus exceeding department goal of forecasting within 3%• Developed an incentive plan that improved productivity among 1,000 impacted front-line associates• Mastered skills in advanced financial systems such as SAP, Finance Gate, and Essbase/Hyperion• Ranked in the top 6% of all financial analysts within the Operations Group based upon individual performance and teamwork

Master Of Business Administration (M.B.A.)

Activities and Societies: Kellogg Jewish Business Association; Kellogg Investment Management Club; Kellogg Ambassador for Class Visitors.

Bachelor Of Science, Finance

Activities and Societies: Zeta Beta Tau Fraternity, Dean’s List, High Honors Distinction, Steven B. Hahn Memorial Scholarship Recipient.

Foreign Exchange Program, Finance

• Scholarship granted by Department of Commerce at University of Illinois

Education record