RYAN PRYSLAK
Wilmington,DE
Summary
Results-driven Financial Professional recognized for exceptional productivity and efficient task execution. Specialized in financial planning, risk management, and investment strategies. Strong communication, problem-solving, and analytical skills facilitate effective client consultations and tailored financial solutions. Dedicated to achieving clients' financial objectives with precision and integrity.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Consultant
Vanguard
Malvern, Pennsylvania
05.2025 - Current
- Manage a book of over 3,000 high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, serving as their primary point of contact for all investment-related needs.
- Promote and cross-sell Vanguard’s suite of products and services, including Personal Advisor Services, Cash Plus, Margin Lending, Fully Paid Lending, and Private Equity offerings.
- Oversee pipeline and book management, with a focus on operational efficiency and strategic growth.
- Navigate multiple internal systems, and collaborate with business partners across the enterprise to deliver seamless client experiences.
- Collaborated with clients to assess investment opportunities and risks.
- Educated clients on financial products and services available to them.
Senior Financial Advisor
Wells Fargo Advisors
Wilmington, DE
06.2024 - 05.2025
- Managed investments for affluent clients at $100MM retail bank branch in N. Wilmington.
- Developed comprehensive financial plans tailored to client goals and risk tolerance.
- Advised clients on investment strategies and financial planning needs.
- Contributed to marketing campaigns, expanding customer base for retail and wealth management.
- Cultivated relationships with new clients, educating them on account services and capabilities.
Private Client Financial Advisor
Citizens Bank
Wilmington, DE
06.2022 - 06.2024
- Responsible for building out new book of business among five North Wilmington retail branches while managing existing book of clients.
- Contributed to bank marketing and awareness campaigns to grow customer base both for retail partners as well as wealth management.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities within Private Client Group.
- Kept client financial plans optimized for current market trends and economic conditions.
- Networked regularly with local organizations and COIs to build awareness of Citizens Private Client and become more visible within community.
- Highlighted values and educated clients on four pillars of financial planning and developed and implemented investment strategies according to their plans.
Investment Specialist
J.P. Morgan Chase & Co
Baltimore, MD
03.2020 - 06.2022
- Contributed to daily trading functions, investment mandate creation, and portfolio management.
- Collaborated with 13 Bankers to enhance client relationships from acquisition to post-closing maintenance.
- Presented market updates, fee analyses, and strategy reviews during client-facing meetings.
- Initiated prospecting efforts with Associate bankers targeting specific Maryland regions for office growth.
- Identified 20+ business owners and C-suite executives through XLOB Prospecting Exercise with Baltimore Commercial Bank.
Senior Client Service Associate
J.P. Morgan Chase & Co
Newark, DE
06.2016 - 03.2020
- Responsible for seamlessly executing service for Ultra High Net Worth individuals and their families from the JP Morgan Private Banking Group (Financial Institutional Principals Group - NY Metro).
- Work in tandem with Bankers, Investors, Capital and Wealth Advisors to ensure every aspect of clients' portfolios and accounts are taken care of efficiently and proactively.
- Involved in multiple projects within Client Service space including Service Connect, Authorities UAT Testing, Bank With Us Voice of the Field, Case Captains, and New Hire Mentoring & Coaching.
- Invited to participate in Client-Advisor Integration work group in NY with bankers, executive management and tech to help improve functional processes within in line of business which inhibit effective sales and servicing.
Analyst, Settlements
J.P. Morgan Chase & Co
Newark, DE
05.2015 - 06.2016
- Primary responsibilities include pre-confirmation and settlement of cash flows related to OTC Derivative trading including Credit Derivatives (Index, Single Name, and Tranches), FX (Swaps, Spot and Forwards) and Equity Derivatives (TRS, Variance Swaps, Dividend Swaps, Correlation Swaps, etc.)
- Liaise with counter-parties, internal fund administrators and contacts (Middle Office, Treasury, Risk.)
Assistant Vice President/merchant Services Rep II
TD Bank
Wilmington, DE
01.2014 - 05.2015
- Collaborated with staff from 13 branches and wealth management to optimize merchant card services.
- Serviced key client accounts, ranging from small businesses to multimillion-dollar operations.
- Administered customized cashless payment solutions, including credit card processing and ecommerce.
- Partnered with retail associates and bankers to drive business growth and deepen relationships.
- Conducted regular client visits to ensure satisfaction and address concerns.
- Developed e-newsletters to enhance communication regarding merchant account updates.
- Increased visibility of merchant services through educational meetings with branch staff.
- Consistently surpassed company goals, boosting branch referrals each month.
Education
University of Delaware
Newark06.2005
Skills
- Executive compensation and wealth management
- High net worth strategies
- Active listening
- Relationship management
- Retirement planning
- Industry best practices
- Customer service excellence
- Leadership development
- Collaborative teamwork
- Time management skills
- Financial planning expertise
- Market research analysis
- Networking proficiency
- Client education initiatives
Certification
- Life & Health Insurance License
- FINRA Series 7
- FINRA Series 63
- FINRA Series 66
Timeline
Financial Consultant
Vanguard
05.2025 - Current
Senior Financial Advisor
Wells Fargo Advisors
06.2024 - 05.2025
Private Client Financial Advisor
Citizens Bank
06.2022 - 06.2024
Investment Specialist
J.P. Morgan Chase & Co
03.2020 - 06.2022
Senior Client Service Associate
J.P. Morgan Chase & Co
06.2016 - 03.2020
Analyst, Settlements
J.P. Morgan Chase & Co
05.2015 - 06.2016
Assistant Vice President/merchant Services Rep II
TD Bank
01.2014 - 05.2015
University of Delaware