Work Preference
Summary
Overview
Work History
Education
Skills
Campus Involvement
Timeline
Open To Work
Hi, I’m

Ryan Diehl

Macungie,PA
Ryan Diehl

Work Preference

Job Search Status

Open to work
Desired start date: Flexible

Desired Job Title

AnalystSales AssociateFinance AssociateData AnalystInvestment Advisor

Work Type

Full Time

Location Preference

On-SiteHybrid
Location: Macungie, PAAllentown, PAPhiladelphia, PA
Open to relocation: Yes

Important To Me

Career advancementWork-life balanceCompany Culture

Summary

Finance professional with hands-on experience in client advisory, sales performance, and leadership, with a strong interest in financial analysis and investment decision-making. Proven ability to exceed performance targets, evaluate client needs, and give well-informed recommendations. Looking to transition into roles in financial analysis, investments, or sales.

Overview

6
years of professional experience

Work History

BluePrint Wealth Management Group
Allentown, USA

Wealth Management Associate
06.2026 - Current

Job overview

  • Assist advisors in delivering financial planning and wealth management services to clients.
  • Prepare client review materials, meeting agendas, and follow-up documentation.
  • Maintain client records and support relationship management efforts through CRM systems.
  • Conduct research on investment strategies, market trends, and financial planning topics.
  • Support operational processes to ensure efficient and timely client service.
  • Participate in client meetings and track action items to support ongoing planning initiatives.

AT&T
Trexlertown, USA

Connectivity Sales Expert
06.2025 - 01.2026

Job overview

  • Exceeded monthly revenue targets by 110% through sales strategies and client needs analysis.
  • Negotiated service plans and pricing structures to align profitability with long-term customer value.
  • Advised clients on product selections through consultative approach, prioritizing ROI and efficiency.
  • Analyzed customer usage patterns and financial constraints to recommend cost-effective solutions, enhancing retention and satisfaction rates.

BluePrint Wealth Management Group
Allentown, USA

Wealth Management Intern
06.2025 - 08.2025

Job overview

  • Researched investment products and market developments, enhancing advisory discussions with informed insights.
  • Prepared reports and materials for client reviews and planning meetings, facilitating effective advisor-client communication.
  • Observed advisor-client interactions, gaining insights into wealth management practices to support client engagement strategies.
  • Supported day-to-day office operations and client service activities.

Panera Bread
Trexlertown, USA

Team Lead
06.2020 - 01.2025

Job overview

  • Led team members in daily operations and customer service excellence.
  • Supervised and trained team, enhancing operational efficiency and service consistency.
  • Coordinated daily operations to achieve performance targets in fast-paced, high-volume environment.
  • Coordinated shift schedules to ensure adequate coverage during peak hours.
  • Trained new staff on company policies and food safety standards.

Education

West Chester University of Pennsylvania
West Chester, PA

Bachelor of Science from Finance And Economics
05-2026

Skills

  • Financial Analysis & Forecast
  • Client advisory & Needs Assessment
  • Data Interpretation and Problem Solving
  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft Word
  • Microsoft Office
  • Team leadership
  • Verbal and Written Communication

Campus Involvement

Sigma Phi Epsilon, West Chester University of Pennsylvania, West Chester, PA - August 2023 - May 2026

 Philanthropy Chair:

  • Planned and executed multiple philanthropic events, involving managing budgets and resource allocation.
  • Collaborated with fraternity members to promote events to maintain and exceed goal expectations.
  • Developed strong organizational and leadership skills through managing end-to-end project execution.

Timeline

Wealth Management Associate

BluePrint Wealth Management Group
06.2026 - Current

Connectivity Sales Expert

AT&T
06.2025 - 01.2026

Wealth Management Intern

BluePrint Wealth Management Group
06.2025 - 08.2025

Team Lead

Panera Bread
06.2020 - 01.2025

West Chester University of Pennsylvania

Bachelor of Science from Finance And Economics

Similar Profiles

  • Peyton TaylorPeyton Taylor

    Wealth Management Associate at W3 Wealth ManagementWealth Management Associate at W3 Wealth Management

  • AVI ROBERTSAVI ROBERTS

    WEALTH MANAGEMENT ASSOCIATE at Tutschulte Financial PlanningWEALTH MANAGEMENT ASSOCIATE at Tutschulte Financial Planning

  • Dillon MillerDillon Miller

    Wealth Management Associate at U.S. Bancorp InvestmentsWealth Management Associate at U.S. Bancorp Investments

  • Gaurav SethiGaurav Sethi

    Wealth Management Associate at Finogent Solutions LLPWealth Management Associate at Finogent Solutions LLP

CREATE PROFILE
Ryan Diehl