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

• 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