Ryan Badertscher
Plymouth,Minnesota
Summary
Results-driven Data Specialist with expertise in data analysis and client relations at Sandvold Financial Group. Skilled in developing Excel reports that enhance investment strategies and streamline client onboarding. Known for optimizing workflows and increasing efficiency in document management.
Overview
3
3
years of professional experience
Work History
Data Specialist/Client Service Representative
Sandvold Financial Group
Minnetonka, MN
01.2025 - Current
- Created and maintained quarterly Excel-based performance reports, identifying key performance drivers, and trends for hedge fund securities.
- Designed weekly investment reports with graphical insights to support strategic investment decisions for large-cap vs. small-cap funds.
- Facilitated client onboarding and retirement account setup, ensuring seamless asset transfers and portfolio alignment with financial goals.
- Managed client data for over 1,800 clients using CRM systems, enhancing organization and accessibility.
Financial Services Associate Internship
Sandvold Financial Group
Minnetonka, MN
06.2023 - 12.2024
- Organize and digitize 500+ client documents, improving accessibility and reducing processing time by 10%.
- Generate 10+ client cash flow statements monthly using the platform eMoney, ensuring accuracy and clarity for financial advisors.
- Work with our Redtail CRM system to analyze client information and help organize reviews and formulate reports based on the information
Brand Ambassador
Heritage Boar’s Head Provision
St. Anthony, MN
02.2023 - 05.2023
- Interacted with customers and acted as a liaison between the Boar’s Head brand and consumers
- Increased product sales by 10% at demo events by engaging 100+ customers weekly with targeted promotions and product education.
- Used my advertising skills to incentivize a purchase from the customer after they were exposed to the product
Education
Bachelor of Science - Business Marketing, Business Management
University of Minnesota-Twin Cities
Minneapolis, Minnesota12.2024
Skills
- Microsoft Office Suite
- Client relations management
- Organizational skills
- Excel proficiency
- Workspace optimization
- CRM system management
- Excel reporting
- Financial data analysis
- Client onboarding
- Workflow optimization
Timeline
Data Specialist/Client Service Representative
Sandvold Financial Group
01.2025 - Current
Financial Services Associate Internship
Sandvold Financial Group
06.2023 - 12.2024
Brand Ambassador
Heritage Boar’s Head Provision
02.2023 - 05.2023
Bachelor of Science - Business Marketing, Business Management
University of Minnesota-Twin Cities