Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Ryan Grote

Ryan Grote

Cincinnati,OH

Summary

Experienced financial advisor adept at educating clients about bitcoin and how it fits into their holistic financial plan. Skilled in identifying client needs and providing effective solutions, with strong track record of client satisfaction and loyalty. Demonstrated ability to communicate effectively and manage complex client portfolios.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Senior Financial Advisor

The Rosselot Financial Group
08.2015 - Current
  • Began utilizing bitcoin ETFs within client portfolios in 2021.
  • Started a bitcoin education group for financial advisors within my broker-dealer and RIA which now has over 180 members.
  • Built a $50M+ book of business starting from 0.
  • Created financial plans and managed assets for families and business owners.

Financial Advisor

Whitehall Wealth Management
02.2015 - 08.2015
  • Established client base through referrals and cold-calling

Bitcoin Sales

Self-employed
02.2013 - 08.2015
  • Top seller of Bitcoin in Cincinnati.
  • Executed sales of over $80,000 worth of Bitcoin through LocalBitcoins.com
  • Obtained TESOL (Teaching English to Speakers of Other Languages) Certification.
  • Tutored grade-school students in math.
  • Operated, marketed, and maintained a high-performing short-term rental property

Retirement Solutions Representative

Fidelity Investments
10.2011 - 02.2013
  • Maximized client relationships by gathering information to assess their business needs and offer creative solutions around 401(k) plan offerings.
  • Maintained a book of business by proactively contacting existing and prospective clients to advise them and uncover needs.
  • Consistently met and exceeded goals for client retention rate and total new assets brought into Fidelity.

Investment Solutions Representative

Fidelity Investments
07.2010 - 10.2011
  • Built and expanded customer relationships by identifying customer’s needs and offering customized solutions based on in-depth knowledge of products and services.
  • Improved sales and client engagement skills by partnering with other functions and roles within the organization to drive additional business.
  • Provided investment consulting by using guidance tools to match needs with suitable solutions such as products, research and/or services.
  • Awarded “Excellence in Action Award” for Q3 2011.

Education

Bachelor of Science - Business – Finance

Miami University
Oxford, Ohio
05-2010

Skills

  • Ability to convey complex Bitcoin and financial concepts simply
  • Deep understanding of financial markets and macroeconomics
  • Knowledge of tax, trust, estate, and inheritance planning
  • Remote client advisory and relationship building
  • Portfolio construction and investment management

Certification

Passed Level 1 of CFA Exam

Accredited Investment Fiduciary

Series 7, 24, 66, 63

Bitcoin For Everybody Certification - Saylor Academy



Timeline

Senior Financial Advisor

The Rosselot Financial Group
08.2015 - Current

Financial Advisor

Whitehall Wealth Management
02.2015 - 08.2015

Bitcoin Sales

Self-employed
02.2013 - 08.2015

Retirement Solutions Representative

Fidelity Investments
10.2011 - 02.2013

Investment Solutions Representative

Fidelity Investments
07.2010 - 10.2011

Bachelor of Science - Business – Finance

Miami University

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