Ryan Barnes
Denver,CO
Summary
I'm a recent graduate who's passionate about helping clients reach their financial goals through clear communication and thoughtful analysis. I've gained experience managing client relationships, supporting financial reporting, and improving operational processes to improve accuracy and efficiency. I'm driven by the desire to make an impact through investment strategy and client service and being part of a team that values collaboration, determination, and success. I'm looking to grow my career with a firm like Beacon Pointe Advisors, where I can contribute to delivering thoughtful, personalized service every day.
Overview
4
4
years of professional experience
Work History
Sales & Project Management Intern
US Translation Company
Salt Lake City, Utah
08.2024 - 12.2024
- Supported business development and reporting efforts while managing client communication and account inquiries for 50+ active clients.
- Client Relationship Management: Managed daily client inquiries and financial quotes, ensuring efficient responses and accurate CRM documentation to enhance client tracking.
- Presentation Development: Created analytical and thought-out presentations through Excel to present to leadership for new market outreach and targeted clients.
- Process Optimization: Designed and implemented CRM dashboards that improved client organization and supported data decision making for executives.
- Team Collaboration: Collaborated with executives in developing presentations and cost tracking reports for their clients.
Client Service & Operations Associate
Bridger Detail
Bozeman, MT
05.2023 - 08.2023
- Delivered high-quality client support by managing customer requests, resolving service issues, and ensuring operational accuracy across transactions.
- Client Communication: Handled 80+ monthly client inquiries via phone and email, improving client retention by 10% through proactive communication.
- Compliance and Documentation: Logged all client interactions in CRM systems to maintain compliance and improve data accuracy.
- Workflow Optimization: Developed and implemented procedural improvements that reduced service turnaround time by 10%.
- Team Coordination: Worked with colleagues to identify training opportunities for new hires, improving team productivity and efficiency.
Service & Product Coordinator
Bobcat Home Furnishing Company
Bozeman, MT
06.2021 - 09.2021
- Supported inventory and operations teams in expense analysis, order tracking, and operational reporting.
- Client Service Management: Acted as a contact between customers and internal teams, addressing product inquiries, coordinating service schedules, and ensuring a smooth delivery experience.
- Operational Coordination: Tracked order fulfillment and maintained detailed service documentation to report to leadership.
- Process Improvement: Identified product development inefficiencies, implementing workflow enhancements that reduced turnaround times.
- Data & Reporting: Analyzed product returns and customer feedback trends to provide insights that improved retention and service quality.
Education
Bachelor of Business Administration -
University of Utah - David Eccles School of Business
Salt Lake City, UT05.2025
Bloomberg Market Concepts Certification -
Bloomberg LP
Bozeman, MT10.2025
Skills
- Client Relationship
- Communication
- Financial analysis
- CRM systems
- Cash Management Operations
- Client Onboarding
- Microsoft Office Applications
- Advanced Excel
- Presentation and Development
- Organizational & Analytical
Timeline
Sales & Project Management Intern
US Translation Company
08.2024 - 12.2024
Client Service & Operations Associate
Bridger Detail
05.2023 - 08.2023
Service & Product Coordinator
Bobcat Home Furnishing Company
06.2021 - 09.2021
Bachelor of Business Administration -
University of Utah - David Eccles School of Business
Bloomberg Market Concepts Certification -
Bloomberg LP