Ryan Palenske

Manage the complete banking relationship for a select group of affluent clients and business in the branch. Relationship manager for providing personalized advice and solutions to meet the clients financial needs and goals, while also acquiring new clients and generating revenue. Top 5 revenue performer relative to market peers. Manage approximately 435 households. Branch monthly net revenue $1.4m.

Help clients make informed financial decisions by providing expert advice and financial solutions tailored to their needs. Build client relationships, create financial plans, and monitor progress to ensure clients stay on track with their financial goals. Managed approximately 400 households.

Educate individuals and businesses to develop and manage their financial plans, investments, and long-term goals. Provide customized advise on various financial topics, including retirement planning, investment strategies, estate planning, and tax optimization. Fulfilling fiduciary responsibility to be a trust partner to help families achieve their financial objectives. Managed 83 million in assets with an annual revenue of $525k.

Help individuals and families plan their financial future by providing advice on investments, budgeting, retirement planning, and other financial matters. Develop and implement investment portfolios, conduct financial analysis, and educate clients on financial products and services. 2 person partnership managed 190 million in assets with annual revenue of $893k