Summary
Overview
Work History
Education
Skills
Websites
References
Certification
Timeline
Generic

RYAN GAUMOND

5 Page Road North Attleborough,MA

Summary

Recently licensed financial advisor trainee looking to start his career in the finance industry. I have a passion for helping others and making a lasting impression to help people achieve their financial goals.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Registered Sales Assistant

Equitable Advisors
East Greenwich, Rhode Island
11.2023 - Current
  • Coordinated client appointments and maintained comprehensive scheduling systems.
  • Provided administrative support by preparing documentation for client meetings.
  • Collaborated with financial advisors to streamline client onboarding processes.
  • Managed client communications through phone and email correspondence.
  • Organized client files ensuring accuracy and confidentiality of sensitive information.
  • Oversaw office administrative needs, including preparing presentations, coordinating materials, and handling correspondence.
  • Greeted customers warmly upon entering the office.
  • Answered customer questions to maintain high satisfaction levels.
  • Answered incoming calls promptly and provided requested information accurately.
  • Created spreadsheets in Microsoft Excel for record-keeping and reporting.

Bank Teller

BankNewport
Middletown, RI
09.2022 - 12.2022
  • Worked well in team environment as well as independently
  • Worked with teams to support goals and build experience
  • Learned tenets of professional office behavior and thoughtful collaboration
  • Shadowed staff and learned advanced work
  • Participated in research to support goals and objectives of employer and assigned team
  • Compiled, modeled and reported on data for staff members as directed
  • Sat in on meetings, took detailed notes and brainstormed with team members on ways to solve problems
  • Developed understanding of policies, procedures and processes
  • Prepared administrative and financial reports
  • Built professional working relationships with peers and supervisors
  • Conducted research and presented findings to leadership
  • Served customers by completing account transactions
  • Provided account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits
  • Answered questions in person or on the telephone and referred customers to other bank services as necessary
  • Recorded transactions by logging cashier’s checks, traveler’s checks, and other special services
  • Completes special requests by closing accounts, taking orders for checks, completing safe-deposit box procedures, and providing special statements, and copies
  • Reconciled cash drawer by proving cash transactions, counting and packaging currency and coins
  • Maintained supply of cash and currency and turns in excess cash and mutilated currency to head teller
  • Maintained customer confidence and protected bank operations by keeping information confidential
  • Contributed to team effort by accomplishing related results as needed.

Finance Intern

Equitable Advisors
East Greenwich, Rhode Island
05.2021 - 09.2021
  • Analyzed financial data to support investment strategies and client recommendations.
  • Assisted in preparing comprehensive financial reports for client meetings.
  • Maintained accurate records of client interactions and financial transactions.
  • Engaged in training sessions to improve knowledge of financial products and services.

Landscaper

Sharon MA
Mansfield, MA
04.2020 - 07.2020
  • Maintained landscape aesthetics by trimming shrubs and mowing lawns regularly.
  • Operated landscaping equipment to perform tasks efficiently and safely.
  • Assisted in planting flowers, trees, and shrubs according to design plans.
  • Collaborated with team members to complete projects within scheduled timelines.

Camp Counselor

Everwood Day Camp
06.2019 - 08.2019
  • Supervised daily activities for campers, ensuring safety and engagement.
  • Planned and led recreational games that promoted teamwork and communication skills.
  • Assisted campers with personal needs, fostering a supportive environment.
  • Implemented camp policies, maintaining order and discipline among participants.
  • Organized special events, enhancing camper experiences through creative programming.
  • Collaborated with staff to develop age-appropriate activities for diverse groups.
  • Communicated effectively with parents regarding camper progress and well-being.
  • Engaged children in arts and crafts, singing, sports activities, games and field trips while maintaining safe environment.

Education

Bachelor of Science - Financial Management

Salve Regina University
Newport, RI
05.2023

High School Diploma -

North Attleborough High School
Attleborough
06.2019

Skills

  • Microsoft Office
  • Effective time management
  • Adaptability
  • Fast learner
  • Financial operations support
  • Highly organized and efficient
  • Interpersonal communication
  • Digital archiving
  • Data evaluation
  • Client onboarding processes
  • Client appointment coordination
  • Document preparation
  • Team collaboration

References

REFERENCES 

  • Joshua Paradis, 401-640-0604 Equitable Advisors joshua.paradis@equitable.com
  • Joshua Bublitz, 401-323-3531 Equitable Advisors josh.bublitz@equitable.com
  • Roxanne Dolan, 401-884-7292 Equitable Advisors roxanne.dolan@equitable.com

Certification

  • Massachusetts Life, Accident, and Health Insurance Licenses
  • SIE
  • Series 7
  • Series 63
  • Series 65

Timeline

Registered Sales Assistant

Equitable Advisors
11.2023 - Current

Bank Teller

BankNewport
09.2022 - 12.2022

Finance Intern

Equitable Advisors
05.2021 - 09.2021

Landscaper

Sharon MA
04.2020 - 07.2020

Camp Counselor

Everwood Day Camp
06.2019 - 08.2019

Bachelor of Science - Financial Management

Salve Regina University

High School Diploma -

North Attleborough High School

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