RYAN BROWN, MBA
Columbus
Summary
Professional with developed skills in financial planning and analysis within client-focused environment, now seeking to transition into a new field. Expertise includes strategic decision-making and effective data analysis, useful across various industries. Proven ability to deliver value and build strong relationships, adaptable to diverse professional settings.
Overview
9
9
years of professional experience
Work History
President
Berkeley Sales, LLC
06.2023 - Current
- Own and operate a retail e-commerce company which does $70,000-100,000/mo ($840,000-1,200,000/yr) in top line revenue
- In charge of sourcing profitable products as well as managing the logistical supply chain of moving those products from the product source to the customer
- Hired and trained a full-time product sourcing specialist to help grow the business
- Deal with pricing inventory as well as analytics on product sales velocity in the marketplace
- Very familiar with managing inventory risk as well as dealing with supply chain issues
Financial Advisor
Forthright Capital Partners, LLC
04.2023 - 01.2024
- Manage $15,000,000 in client assets consisting of insurance (annuities, whole and universal life), individual retirement assets, corporate retirement assets, brokerage accounts, and college savings plans
- Provide comprehensive planning to guide clients through financial areas such as: retirement planning, college savings planning, Social Security planning, risk management, and legacy planning
- Routinely utilize skills in: financial planning, financial reporting, networking, marketing, sales, customer service, data analysis, and leadership
Financial Advisor
The Granville Investment Group, LLC (Raymond James)
12.2018 - 04.2023
- Manage client assets consisting of insurance (annuities, whole and universal life), individual retirement assets, corporate retirement assets, brokerage accounts, and college savings plans
- Utilize Raymond James resources as well as outside information and research to construct in house actively managed client portfolios
- This entailed keeping up to date on national and world events as well as economic indicators which may impact the US and foreign markets
Wealth Management Intern
The Granville Investment Group, LLC (Raymond James)
04.2018 - 12.2018
- Assisted in client services including greeting clients, assisting in client paperwork, and running reports
Corporal, 811th Combat Engineer Company
Ohio Army National Guard
01.2016 - 01.2022
- Tasked with the upkeep and maintenance of all unit equipment to be mission ready
- Worked with small and large teams to accomplish required tasks
- Routinely utilized skills in: leadership, flexibility, problem solving, perseverance, and teamwork
Education
Masters of Business Administration (MBA) -
Bowling Green State University
Bowling Green, OH12.2024
Bachelor of the Arts - Economics
Denison University
Granville, OH12.2018
Skills
- Data analytics
- Financial analytics
- Microsoft Excel
- Microsoft PowerPoint
- Risk Management
- Organizational leadership
- Leadership
- Insurance
- Financial Planning
- Communication
- Strategic planning
Timeline
President
Berkeley Sales, LLC
06.2023 - Current
Financial Advisor
Forthright Capital Partners, LLC
04.2023 - 01.2024
Financial Advisor
The Granville Investment Group, LLC (Raymond James)
12.2018 - 04.2023
Wealth Management Intern
The Granville Investment Group, LLC (Raymond James)
04.2018 - 12.2018
Corporal, 811th Combat Engineer Company
Ohio Army National Guard
01.2016 - 01.2022
Bachelor of the Arts - Economics
Denison University
Masters of Business Administration (MBA) -
Bowling Green State University
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