Summary
Overview
Work History
Education
Skills
Websites
Interests
Timeline
Generic

Ryan Graham

Summary

Highly motivated and driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status/valuations and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.

Overview

3
3
years of professional experience

Work History

Financial Planning Analyst

West Coast Financial
2024.07 - 2025.02
  • Build, model, and communicate financial insights to high net worth clients and individuals
  • Use critical thinking skills to sort through various financial statements and get an understanding of someone's personal situation
  • Make intelligent assumptions, and be honest and concise when communicating data-driven insights to clientele

Internship

UBS Institutional Consulting Group
2024.04
  • Oversaw company and ultra high net worth individuals 401K Plans and the process of modeling them
  • Sat in on meetings with Vanguard and other vendors that give UBS products (funds) to use in their retirement plans
  • Internalized what it takes to maintain client relationships and the more personal side of managing someone's capital

Video Coordinator/Analyst

Cal Poly MBB
2022.08 - 2024.04
  • Analyze video footage & statistics to draw insights regarding court performance
  • Using analytical insights from statistics/video footage, determine efficiencies in lineups & specific playbooks
  • Maintain professionalism and ability to communicate data-driven insights and findings with coaching staff

Facility Supervisor

Associated Students Inc.
2023.09 - 2024.06
  • First responders in Cal Poly Recreation Center
  • Duties include policy enforcement, setup and takedown of equipment/facility
  • Effective communicators to keep everyone up to date on all Recreation Center happenings

Education

B.S. - Business Administration, Concentration in Financial Management

California Polytechnic State University
San Luis Obispo, CA

Skills

  • Tableau Desktop Specialist
  • Financial Modeling
  • Business/Equity Valuation
  • GAAP Standards
  • Real Estate Valuation
  • Customer Service
  • Writing
  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft Word
  • Analytics
  • Conflict Resolution

Interests

World History, Law, Innovation, Physical Fitness & Wellness, The Great Outdoors, Risk Management

Timeline

Financial Planning Analyst

West Coast Financial
2024.07 - 2025.02

Internship

UBS Institutional Consulting Group
2024.04

Facility Supervisor

Associated Students Inc.
2023.09 - 2024.06

Video Coordinator/Analyst

Cal Poly MBB
2022.08 - 2024.04

B.S. - Business Administration, Concentration in Financial Management

California Polytechnic State University
Ryan Graham