Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Ryan Boul

St. Peters,MO

Summary

Attentive and goal-focused brings successful approach to cultivating complex best practices to meet organizational and regulatory expectations. Detail-oriented focus on achieving expected outcomes. Enthusiastic hard worker with expertise in cultivating lucrative client relationships and implementing better processes and procedures.

Overview

16
16
years of professional experience

Work History

Business Initiatives Consultant / Product Manager / Senior Securities Operations Specialist – Client Reporting Strategy

Wells Fargo Advisors
12.2016 - Current
  • Provide project management and business analysis functions in support of small, medium, and large regulatory change management initiatives which includes submitting intakes in Confluence (Agile)
  • Create mockups for any changes related to Trade Confirmations, Letters, Annual Summaries, Envelopes and Tax documents, which includes validating UAT testing through installation
  • Work with functional management to obtain resources, influence outcomes, address conflict and ensure alignment with WFA strategy/policies and business line objectives
  • Create and deliver PowerPoint presentations that convey a clear and concise message, while also driving accountability for those initiatives
  • Participate and lead projects as well as maintain project list of initiatives and track progress toward objectives
  • Work in conjunction between Client Reporting Operations and Tax Operations to design and maintain overall consistency and quality of tax documents
  • Influence, partner, and negotiate with senior business leaders as well as outside vendors to gain commitment to accomplish business goals
  • Partner and collaborate with Sales channels, Ambassador Team and other parts of Wells Fargo, working on Surveys and analytics
  • Familiar with Prosci methodology when presenting new and innovative concepts ideas to Change Management Awareness Committee / Change Readiness Committee / Sales Channel Advisory Group

Securities Ops Service Specialist V – Trading Service Support

Wells Fargo Advisors
04.2015 - 12.2016
  • Assist management on a daily basis when there are issues with exchanges or broker dealers
  • Responsible for turning off and on exchanges when there is market volatility, BETA issues or exchange issue which included notifying the entire trading floor via Flash
  • Adapt to a fast moving ever changing environment
  • Reset exchange and dealer timers to sync with holidays and early closures to ensure that we are mitigating risk
  • Closely monitor our Next Generation Order (NGO) system on a daily basis to ensure that all orders are being filled and or rerouted so that they are executed in a timely manner
  • Assist with the creation and review of policies and procedures
  • Effectively train, evaluate, motivate, delegate and monitor team member activities for eight non-exempt team members
  • Investigate and handle critical or time-sensitive escalation issues
  • Collaborate across teams to share information and coordinate proper training and staffing for day-to-day operations
  • Monitor and analyze department level reporting
  • Assist in the planning and organizing of department projects to help build relationships across our organization
  • Assess training needs for team members based on coaching, surveys and stats

Securities Ops Service Specialist III – Client Mailings

Wells Fargo Advisors
10.2011 - 09.2015
  • Monitored call volume and AT&I queue to ensure SLAs are being met on a daily basis
  • Supported phone and AT&I escalations from Client Mailing team members
  • Monitored CHAMP escalation queue to provide timely and accurate resolutions for issues including, but not limited to, account reconciliations and processing issues
  • Updated daily adherence reports and provided timely and accurate adjustments to RPM
  • Assisted with new hire training as well as team member development refresher training

Securities Ops Service Specialist IV – Client Mailings

Wells Fargo Advisors
09.2012 - 04.2015
  • Excellence First Resolutions and Department Advocate
  • Escalation support for team member questions
  • Facilitated Client Mailings new hire orientation and training program
  • Identified gaps in knowledge for team members and facilitated additional training in individual/group settings
  • Collaborated with departments across WFA to resolve issues that arise
  • Monitored team metrics in efforts to ensure team goals and SLAs are met on a daily basis
  • Partnered with the Statement Processing team to create scripted responses to ensure our team was providing a consistent message
  • Advocate of C.A.R.E
  • – Received multiple Excellence First compliments and Shared Success Awards by building relationships with both internal and external clients
  • Selected to participate on the Customer Statement Audit Team
  • Advocated for innovation by submitting ideas through Idea Express / 4 ideas have been implemented

Securities Ops Service Specialist II – Client Mailings

Wells Fargo Advisors
10.2009 - 10.2011
  • Consistently provided outstanding customer service in a fast paced environment specializing in the areas of Statement, Confirmations, Proxy Mailings, 401B Regulatory Mailings, Abandoned Accounts and Escheatment
  • Accurately maintained policies and procedures by updating knowledge management systems as well as InfoMAX to improve efficiency of information flow from CMI to outside sources
  • Provided back office support to all WFA sales channels, correspondent firms and home office employees through phone, email and Lync communications
  • Advocated of C.A.R.E
  • By supporting the teams SLAs and ensuring AT&I's are completed in a timely manner

Education

Bachelors of Science - Business Administration, Management & Organizational Behavior, Marketing

University of Missouri – Saint Louis
St. Louis, MO
05.2006

Associate of Arts - Business Administration, Management & Organizational Behavior, Marketing

St. Louis Community College at Florissant Valley
St. Louis, MO
05.2004

Skills

  • Project Management
  • Customer Service
  • System Development
  • Change Control
  • Vendor Management
  • Communication Skills
  • Problem Solving
  • Conceptual Thinking
  • Analysis
  • Software Experience
  • Financial Systems

Accomplishments

  • 2024, Converted to new paper for statements, confirms, tax, saving ~ $400K annually
  • 2023, In scope for over ~ $500K + savings in 2024, in addition to starting to move tax documents onto new platform 3.0
  • 2022, Saved ~ $400K through statement consolidation, elimination of open order confirms, and digitization of letters
  • 2020, Saved ~ $2MM +
  • 2019, Saved ~ $1.2MM
  • 2010, Wells Fargo Advisors Team Member of the Year
  • 2011, Wells Fargo Advisors Team Member of the Year runner-up

Timeline

Business Initiatives Consultant / Product Manager / Senior Securities Operations Specialist – Client Reporting Strategy

Wells Fargo Advisors
12.2016 - Current

Securities Ops Service Specialist V – Trading Service Support

Wells Fargo Advisors
04.2015 - 12.2016

Securities Ops Service Specialist IV – Client Mailings

Wells Fargo Advisors
09.2012 - 04.2015

Securities Ops Service Specialist III – Client Mailings

Wells Fargo Advisors
10.2011 - 09.2015

Securities Ops Service Specialist II – Client Mailings

Wells Fargo Advisors
10.2009 - 10.2011

Bachelors of Science - Business Administration, Management & Organizational Behavior, Marketing

University of Missouri – Saint Louis

Associate of Arts - Business Administration, Management & Organizational Behavior, Marketing

St. Louis Community College at Florissant Valley
Ryan Boul