Ryan Commo
Warwick,RI
Overview
4
4
years of professional experience
Work History
National FSA II
Merrill Edge
09.2022 - Current
- Engage clients in goals-based financial conversations and deliver suitable products and services to meet client needs while also leveraging firm’s full breadth of products and solutions to drive book retention, consolidation and deepening
- Participate in Merrill's Leadership Development Program designed to provide exposure to leadership strategy, skills, competencies, and expectations of the market leader role
- Enhance supervisory and leadership abilities within business unit through weekly CIO correspondence to team and mentorship of new advisors
- Balanced Performer in new account and balance growth metrics with a focus on client satisfaction and advisory book growth resulting in adding 10M AUM in new MGIA clients
Relationship Consultant
Merrill Edge
05.2021 - 09.2022
- Engage executors, heirs, beneficiaries and trustees in goals based conversations and facilitate wealth transfer during the deceased client process resulting in firm asset retention, client deepening and consolidation
- Exceed both asset retention and productivity goals while mitigating risk and keeping business defects to a minimum
- Participate in Merrill’s ETP Program designed to hone collaboration, project management, presentation and mentorship skills
- Facilitate departmental communications via various tasks (DGP, Doc SLA, CIO report)
Financial Services Representative
Merrill Edge
04.2020 - 05.2021
- Transition to Licensed FSR providing service for trade and investment related inquiries
- Identify clients' needs and found proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
- Exceed performance metrics including referral numbers, handle times, adherence percentage, call numbers and CSAT
Education
MBA Candidate - Finance Concentration
Providence College
Providence, RI12.2026
Bachelor of Science - Business Administration
Johnson & Wales University
Providence, RI11.2019
Timeline
National FSA II
Merrill Edge
09.2022 - Current
Relationship Consultant
Merrill Edge
05.2021 - 09.2022
Financial Services Representative
Merrill Edge
04.2020 - 05.2021
MBA Candidate - Finance Concentration
Providence College
Bachelor of Science - Business Administration
Johnson & Wales University
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