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Registered Client Associate

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Associate Principal Engineer

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Highly-motivated professional with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Highly proficient in preparing federal, state and local tax returns and conducting tax planning and research. Well-versed in tax regulations and accounting pronouncements.

Accomplished Concrete Foreman known for strong construction supervision and effective communication. Experienced in managing concrete projects, optimizing crew productivity, and maintaining high industry standards.

Dedicated midwife with extensive experience at Iwate Medical University Hospital, specializing in prenatal and postpartum care. Expert in breastfeeding support and nutrition counseling, fostering a nurturing environment for mothers. Proven ability to reduce complications during childbirth through vigilant monitoring and compassionate care, ensuring optimal maternal and fetal wellbeing.

Seeking to apply my academic success and my bilingual and bicultural background and capabilities to contribute to the success of a forward-looking innovative organization in the Hospitality or Event Marketing industries.

Highly Skilled in communication and relationship building.
Talented Reinsurance Broker offering 8 years of experience in trend monitoring, and deal-making. Strong written and oral communication, contract negotiation and dispute resolution. Desire to bring creativity to dynamic position with room for career growth and opportunity to make lasting impact on team profitability.


Community-focused student with background in volunteer initiatives, contributing to meaningful projects that enhance community well-being. Known for effective teamwork and adaptability in dynamic environments. Reliable and committed to fostering positive outcomes through collaborative efforts.

Enthusiastic Registered Client Associate focused on building strong relationships with clients and supporting advisors and their team for business growth. High attentive to detail and accuracy in funds transfers, trades and transactions, and client forms. Fosters positive support to firm business growth and success.

FINRA Licenses: SIE, Series 7, Series 63, Series 65

Registered Client Associate with extensive experience in client services in the financial sector. Proven track record in managing client relationships, supporting financial advisors, and executing trades efficiently. Strong communication and problem-solving skills contribute to enhanced client satisfaction and operational efficiency.

Motivated professional with a strong drive to learn, listen and improve. Adept at handling multiple projects and prioritizing tasks. Excellent communication, interpersonal skills and work ethic with a positive attitude. Organized and dependable. Willingness to take on added responsibilities to meet goals.

Registered Client Associate with strong experience supporting advisors and delivering white glove service to clients. Highly detail oriented, with a foundation in financial analysis, client service, and operational support. Seeking opportunities to contribute to client-service excellence, administrative efficiency, and advisor support within wealth management.

Ryan Batalha

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Registered Client Associate

Real Estate/Project Intern

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Bachelor's - Finance

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Registered Client Associate

Real Estate/Project Intern

Bachelor's - Finance

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