Ryan Putman
Huntington Beach,CA
Summary
Detail-oriented professional with experience in developing client relationships, and sales. Offering great team work and budgeting skills.
Overview
6
6
years of professional experience
Work History
Server
Duke's Huntington Beach
05.2022 - Current
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
- Increased sales with upselling techniques and thorough knowledge of menu items, specials, and promotions.
- Consistently met or exceeded performance goals in order to earn promotions within the restaurant.
- Supported colleagues during peak hours, fostering a collaborative work environment that enhanced overall productivity levels.
Financial Services Representative
Northwestern Mutual Financial
04.2020 - 05.2022
- Collaborated with senior advisors to develop tailored investment strategies, enhancing client experience and outcomes.
- Personally developed and maintained several client relationships regarding risk management.
- Paired my own clients with senior advisors in order to meet their investment needs creating a comprehensive financial plan.
- Top 100 intern in quarters 3 and 4 of 2021.
- Supported clients through major life events by adjusting their financial plans accordingly, ensuring long-term stability and success.
Firepit Attendant
Beach Comber Cafe
06.2018 - 04.2020
- Handled cash transactions accurately, ensuring proper documentation for financial records.
- Collaborated with team members to improve overall service quality and guest experience.
Education
Bachelor of Science - Mass Communications
California State University - Long Beach
Long Beach, CA06.2024
Skills
- Sales
- Asset Allocation
- Team Leadership
- Cash Management
- Risk Mitigation
- Bookkeeping
Timeline
Server
Duke's Huntington Beach
05.2022 - Current
Financial Services Representative
Northwestern Mutual Financial
04.2020 - 05.2022
Firepit Attendant
Beach Comber Cafe
06.2018 - 04.2020
Bachelor of Science - Mass Communications
California State University - Long Beach