Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Matthew Ryan

Vermilion, OH 44089-3609,Ohio

Summary

Results-driven relationship manager with impressive skills in client communication and personalized service. Known for cultivating strong client relationships and effectively aligning investment strategies with financial objectives.

Overview

9
9
years of professional experience
2
2
Certifications

Work History

Relationship Manager

Fidelity Investments
Perrysburg, Ohio
10.2023 - Current
  • Cultivated strong client relationships through regular communication and personalized service.
  • Coordinated portfolio reviews to align with clients' financial goals and objectives.
  • Collaborated with internal teams to ensure seamless service delivery for clients.

Central Relationship Manager

Fidelity Investments
Covington, KY
08.2022 - 10.2023
  • Developed and maintained strong client relationships through regular communication.
  • Facilitated financial planning meetings with clients to discuss portfolio performance.
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.

Investment Solutions Representative

Fidelity Investments
Covington , KY
05.2020 - 08.2022
  • Provided investment guidance to clients on diverse financial products.
  • Assisted clients with account setup and transaction processing.
  • Identified customer needs and recommended appropriate investment solutions.

Private Wealth Management Associate

US Bankcorp
Cincinnati, Ohio
09.2017 - 05.2020
  • Cultivated client relationships through regular communication and personalized service.
  • Provided support with regulatory compliance issues related to securities transactions.
  • Managed client accounts using financial software to ensure accurate records.

Financial Advisor

Waddell and Reed
Cincinnati, OH
08.2016 - 09.2017
  • Advised clients on investment strategies and financial planning.
  • Educated clients on risk management and asset allocation principles.
  • Promoted business to increase customer base and grow revenue.

Education

MBA - MBA Leadership

Northern Kentucky University
Newport, Kentucky, KY
05-2020

Bachelor of Arts - Business Administration And Communication

Wilmington College
Wilmington, OH
05-2001

Skills

  • Client relationship management
  • Portfolio analysis
  • Investment guidance
  • Regulatory compliance
  • Financial software proficiency
  • Customer retention strategies
  • Problem solving
  • Time management

Certification

Licenses Series 7 and 66

Timeline

Relationship Manager

Fidelity Investments
10.2023 - Current

Central Relationship Manager

Fidelity Investments
08.2022 - 10.2023

Investment Solutions Representative

Fidelity Investments
05.2020 - 08.2022

Private Wealth Management Associate

US Bankcorp
09.2017 - 05.2020

Financial Advisor

Waddell and Reed
08.2016 - 09.2017

MBA - MBA Leadership

Northern Kentucky University

Bachelor of Arts - Business Administration And Communication

Wilmington College
Matthew Ryan