Ryan Duke
Tampa,FL
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Participant Relationship Manager II
Morgan Stanley
10.2022 - Current
- Managed approximately 30 incoming calls and emails per day from customers.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Recognized for sales skills early on and placed in our outbound program which targets new clients.
- Have shadowed and trained new employees on referral tactics and best practices to meet our metrics
Head Server
Surf Hut
05.2017 - 09.2022
- Increased restaurant revenue by upselling menu items and promoting daily specials.
- Handled high-pressure situations with poise, ensuring a positive experience for both staff and customers.
- Trained new servers to uphold company standards in customer service, food handling, and overall professionalism.
Sales Representative
Vivint Home Security
05.2020 - 09.2020
- Developed and delivered engaging sales pitches to convey product benefits
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Followed up with customers to assess satisfaction and resolve any concerns.
- Installed 200+ security systems over this time period.
Education
Bachelor of Science: Finance -
Florida State University
Tallahassee, FL05.2022
Skills
- Excellent Communication
- Client Relationships
- Time Management
- Risk Management
- Team Leadership
- Sales proficiency
- Customer Portfolio Management
- Financial Services
Certification
- SIE
- Series 7
- Series 66
Timeline
Participant Relationship Manager II
Morgan Stanley
10.2022 - Current
Sales Representative
Vivint Home Security
05.2020 - 09.2020
Head Server
Surf Hut
05.2017 - 09.2022
Bachelor of Science: Finance -
Florida State University
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