Ryan Toscano Email & Phone Number

Bedford, Nh, Us

Portsmouth, New Hampshire, United States

- Prepared daily reports through Microsoft Excel for the firm’s trading and research teams involving NAV benchmarking, reconciliation, fund accounting and security valuation- Responsible for reporting the prices of the firm’s index funds, mutual funds, and bonds via J.P. Morgan, BNY Mellon, and Bloomberg Markets- Created and designed the Investment Services department’s bond pricing and invoice dashboards, using J.P. Morgan Markets and Microsoft Excel

Portsmouth, New Hampshire, United States

- Responsible for conducting profitability analysis for the credit union, evaluating the value different transaction channels relative to each member during the 2023 year- Created the company's new flexible Microsoft Excel dashboard using the income statement, balance sheet, share transactions, loans, dividends, and pivot tables to decipher net earnings- Presented the procedure and findings to the NECU executives and board of directors

New Hampshire, United States

- Developed and managed 500+ new customer contacts throughout NH, MA, and ME- Created and set up multiple customer appointments via Salesforce providing demonstrations of the SportsVisio video software for new clients- Met with and participated in daily standup meetings with the President of Sales and sales force team- Learned how to effectively and properly interact with new clients, helping the company reach short and long term financial goals

New Hampshire, United States

- Created a small personal training business open to all young athletes from third to eighth grade- Utilized Microsoft Excel to organize client base, track income and expenses, create appointments, manage weekly schedule, and optimize profits- Each session was offered as personal 1 on 1 training, or within small groups up to four athletes- Taught all football related drills that helped improve speed, explosiveness, technique, and positional knowledge- Entrepreneurship helped develop valuable leadership, communication, mentoring, coaching, and management skills

Exeter, New Hampshire, United States

- Constructed the company’s primary interactive data visualization dashboard using Tableau- This dashboard was connected to a live spreadsheet, taking input data and implementing each metric into multiple different graphs relative to other clients- Designed the universal client scoring model using flexible spreadsheet formulas in Microsoft Excel- Responsible for cleaning and filtering thousands of data points for each quantitative statistic from all clients- Ultimately helped the company identify important patterns in player data, and implement new training strategies to generate higher athlete output

Marlborough, Massachusetts, United States

- Worked with Microsoft Power BI to create data queries, design analytical dashboards, and filter relevant financial information from recent sales- Participated in small group daily stand-up meetings with co-workers to discuss completed work, scheduled tasks, and ask follow-up questions- Rotated through and observed various decision-making meetings within the finance training program

Marlborough, Massachusetts, United States

- Organized and observed medical device sales data through each major region of the United States - Used Microsoft Excel to analyze firm statistics such as revenues, profits, marketing expenses, and sales potential relating to each sales representative- Learned how to operate the company database, and used Microsoft Excel to conduct supply chain analysis, ultimately optimizing the firm’s performance and fulfill maximum profits

Bow, New Hampshire

- Organized and refurbished office equipment and workspace enabling efficient company production and a clean, sanitized area- Recognized the detail and effort necessary to stay on top of keeping a work area in peak shape- Responsible for replacing office resources, cleaning office space, and organizing contracting hardware within the business garage

Master Of Business Administration - Mba (Finance)

Business Administration: Finance And Information Systems Business Analytics

Activities and Societies: Football, Financial Partners Program, National College Athlete Honors Society Chi Alpha Sigma, Student Athlete.

Education record

Activities and Societies: National Honor Society, Mu Alpha Theta Math Honors Society, NHIAA Student Athlete Leadership Committee.