RYAN CZAMARA
Rochester
Summary
Results-driven financial advisor with a proven track record of growing assets, enhancing client engagement, and delivering tailored financial planning. Skilled in portfolio management, regulatory compliance, and building strong client relationships through active listening and strategic guidance.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Lead Advisor
Hamilton Wealth Management
02.2023 - Current
- Drove AUM growth from $50M to $100M in two years through a refined prospecting and client onboarding process
- Secured over 25 local business owners and executives as guests for the firm’s sponsored radio show, enhancing community engagement and brand visibility
- Deliver comprehensive financial planning services to clients, proactively adapting strategies to align with evolving tax laws, regulations, and life changes
Investment Advisor Representative
Schaffer & Company Asset Management, Inc.
02.2022 - 03.2023
- Overhauled firm compliance procedures, identifying and addressing deficiencies to ensure full alignment with industry standards
- Developed a client service model that improved organizational efficiency and reduced errors through strategic use of technology
- Provided strategic guidance on client financial plans, ensuring investments, insurance, tax, and estate strategies were aligned with objectives
Financial Advisor
Brighton Securities
10.2021 - 02.2022
- Built exceptional prospecting skills and found new ways to develop client base
- Determined clients' financial services needs, and prepared proposals to sell services that meet those needs
- Reviewed clients' accounts to determine whether life or economic changes warrant a reevaluation of their portfolio
Education
Bachelor of Science - Finance
State University of New York At Plattsburgh
05.2021
Skills
- Financial planning
- Portfolio management
- Client education
- Regulatory compliance & reporting
- Networking & community engagement
- Event coordination
- Strong presentation skills
- Excellent problem-solving abilities
- Cross-functional collaboration
- Time-management
- Client-first attitude
- Active listening
Certification
- CERTIFIED FINANCIAL PLANNER®, CFP Board
- Series 7: General Securities Representative, FINRA
- Series 66: Uniform Combined State Law, FINRA
- NYS Registered Life, Accident, and Health Agent
Timeline
Lead Advisor
Hamilton Wealth Management
02.2023 - Current
Investment Advisor Representative
Schaffer & Company Asset Management, Inc.
02.2022 - 03.2023
Financial Advisor
Brighton Securities
10.2021 - 02.2022
Bachelor of Science - Finance
State University of New York At Plattsburgh
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