Ryan Crague
Eugene
Summary
Dynamic financial professional with a proven track record at Northwestern Mutual, excelling in retirement planning and relationship building. Enhanced client retention through effective communication and organized educational seminars. Skilled in risk analysis and fostering teamwork, driving continuous improvement in financial services to achieve client satisfaction and success.
Overview
3
3
years of professional experience
Work History
Associate Financial Representative
Northwestern Mutual
01.2025 - Current
- Increased client retention through building strong relationships and consistent communication.
- Streamlined financial planning processes, improving overall efficiency and effectiveness.
- Organized educational seminars for clients on various topics related to personal finance and investing.
- Coordinated appointments between clients and Financial Representatives while managing schedules efficiently.
Financial Representative
Northwestern Mutual
03.2024 - 01.2025
- Met with customers to assess needs, financial status, and eligibility.
- Built strong relationships with clients through transparent communication and trust-building activities.
- Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
- Conducted thorough risk assessments, minimizing potential losses for clients and the firm.
Team Leader
Truist Financial
02.2023 - 03.2024
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
- Managed conflict resolution among team members, fostering a positive and collaborative work environment.
- Maintained an inclusive and diverse team culture, promoting respect and understanding among all members.
Relationship Banker
Truist Financial
05.2022 - 02.2023
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Education
Bachelor of Science - Finance
Western Kentucky University
Bowling Green, KY05-2022
Associate of Science - Business Administration And Management
Volunteer State Community College
Gallatin, TN05-2020
Skills
- Retirement planning
- Portfolio management
- Wealth management
- Financial planning
- Investment strategies
- Customer service
- Relationship building
- Project management
- Data analysis
- Risk analysis
- Teamwork and collaboration
- Problem-solving
Timeline
Associate Financial Representative
Northwestern Mutual
01.2025 - Current
Financial Representative
Northwestern Mutual
03.2024 - 01.2025
Team Leader
Truist Financial
02.2023 - 03.2024
Relationship Banker
Truist Financial
05.2022 - 02.2023
Bachelor of Science - Finance
Western Kentucky University
Associate of Science - Business Administration And Management
Volunteer State Community College
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