Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance. Excellent knowledge computer applications, databases, and reporting software (Microsoft 360, Excel, Access, Word, Power BI, Tableau).
Hi, I’m
Kyle Ridenour
Edmond,OK
Summary
Overview
25
years of professional experience
Work History
Bank of Oklahoma Financial
Director of Insurance - Vice President
08.2022 - 02.2024
Job overview
- Spearheaded transformative strategic initiatives aimed at growing annual sales revenue.
- Insightful manager with experience directing and improving operations through proficiency in best practices, market trends and regulatory requirements of industry operations.
- Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
- Increased company growth through collaboration with sales and marketing departments.
- Collaborated with senior management to develop strategic initiatives and long-term goals.
Wells Fargo Advisors
Senior Financial Advisor - Vice President
07.2012 - 08.2022
Job overview
- Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Exceptional knowledge in wealth management, estate planning and investment.
- Committed to ensuring customer satisfaction by providing exceptional service and unmatched support. Proficient in utilizing customer service best practices and adept at exploring different solutions to address customer needs effectively.
- Proven track record professional bringing top-notch skills in oral and written communication, active listening, and analytical problem-solving skills. Enhancing customer experiences by employing service-oriented behaviors, understanding customer desires, and providing customized solutions to build loyalty.
- By employing sophisticated financial planning techniques, I effectively aided clients in optimizing their overall financial well-being while minimizing tax burdens.
- Delivered strategic investment advice for individual and corporate clients.
Morgan Stanley
Financial Advisor - Vice President
02.2005 - 07.2012
Job overview
- Highly motivated Financial Advisor educating clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
- Talented manager with expert team leadership, planning, and organizational skills built during successful career. Diligent trainer and mentor with exceptional management abilities and results-driven approach
- Dedicated customer service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
- Specialized in crafting personalized financial plans, and investment portfolios, emphasizing holistic wealth management strategies.
Oklahoma Association of Youth Services
Program Director
02.1999 - 02.2005
Job overview
- Deeply committed to cultivating and sustaining strong collaborative relationships with networks of stakeholders, including community leaders, non-profit organizations, and government bodies
- Championed advocacy efforts for transformative policy changes.
- By actively participating in legislative dialogues, and uniting with advocacy groups, I contributed to enhancing services provided across state.
- Accomplished Program Director recognized for leveraging strong team leadership and development to drive forward progress. Highly organized, detail-oriented leader skilled in directing high-performing teams to develop solutions and solve operational and technical problems.
- Advanced organization's legislative and political agenda through advocacy initiatives
- Developed and maintained strong working relationships with industry lobbyists, elected officials, regulators and government staff to advocate effectively for legislative and regulatory policy goals
Education
SOUTHWESTERN OKLAHOMA STATE UNIVERSITYWeatherford, OK
Master of Education
05.1999
University Overview
UNIVERSITY OF SCIENCE AND ARTS OF OKLAHOMAChickasha, OK
Bachelor of Science
12.1993
University Overview
Skills
- Relationship Development
- Business Planning
- Relationship Building
- Portfolio Management
- Wealth Management
- Financial Forecasting
- Strategic Partnerships
- Market Trend Analysis
- Team Collaboration
Timeline
Director of Insurance - Vice President
Bank of Oklahoma Financial
08.2022 - 02.2024
Senior Financial Advisor - Vice President
Wells Fargo Advisors
07.2012 - 08.2022
Financial Advisor - Vice President
Morgan Stanley
02.2005 - 07.2012
Program Director
Oklahoma Association of Youth Services
02.1999 - 02.2005
SOUTHWESTERN OKLAHOMA STATE UNIVERSITY
Master of Education
UNIVERSITY OF SCIENCE AND ARTS OF OKLAHOMA
Bachelor of Science
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