Ryan Bomberry

Mentor and coaching of new/underperforming advisors

Prospect new business via campaign leads/referrals

Assess clients' holistic financial snapshot

Create/present Personal Wealthy Analysis providing recommendations aligned with client needs

Implementation of financial plan harmonious with clients risk tolerance, time horizon, goals

Cultivate deepening existing clients with deliverance of entire enterprise

Mentoring personnel on management principles, industry practices and company procedures.

Create culture of promoting positive team environment

Retain top talent of Retail Store Managers and sales associates

Direct activities of other regional RSMs to increase profit margin and revenue

Reviews files, records and other document to assess business opportunities.

Monitor and analyzed financial, statistical and operational data trends

Present orally and written reports on economic trends

Consult with business owners on elasticity of current products offered