World History, Law, Innovation, Physical Fitness & Wellness, The Great Outdoors, Risk Management
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
07.2024 - 02.2025
- 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
04.2024
- 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
08.2022 - 04.2024
- 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.
09.2023 - 06.2024
- 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, CASkills
- 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
Websites
Interests
Timeline
Financial Planning Analyst
West Coast Financial
07.2024 - 02.2025
Internship
UBS Institutional Consulting Group
04.2024
Facility Supervisor
Associated Students Inc.
09.2023 - 06.2024
Video Coordinator/Analyst
Cal Poly MBB
08.2022 - 04.2024
B.S. - Business Administration, Concentration in Financial Management
California Polytechnic State University
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