Ryan Hanson

• Conducted qualitative and quantitative evaluations of 25+ early-stage fund managers, helping identify high-potential investment strategies across private equity, venture capital, and real estate
• Authored weekly investment briefs that informed CIO capital deployment and long-term allocation decisions
• Developed insights into fund structure, risk exposure, and return profiles aligned with client investment goals
• Used Salesmate CRM to manage pipeline records and streamline fund manager communications
• Introduced automated transcription tools (Otter.ai) to improve research documentation and team efficiency

• Utilized financial software for bookkeeping, financial analysis, filing taxes, maintaining accurate records, and using financial data to make informed business decisions
• Monitored revenue, risk, and capital allocations for financial transparency and balance.
• Spearheaded the transition to a self-employed business structure, managing it like a holding company by reinvesting operational profits into growth and income-generating assets, effectively addressing employee retention challenges and boosting income by 15% while maintaining high-quality services
• Provided high-quality service for residential and commercial clients, leading to high customer satisfaction and loyalty and a customer retention rate of over 90% over the business lifespan

• Part of an 18-agent team handling high-volume client interactions across phone, email, fax, and mail
• Performed “Releasing” to resolve held transactions including declined cards, RERA orders, and over-limit refunds
• Resolved complex service issues without escalation, acting as a final point of contact in customer resolution
• Generated high-volume B2B and nonprofit quotes, applied discounts, and processed international payments
• Served as Product Coordinator for internal database accuracy; provided basic technical support for order systems