Summary
Overview
Work History
Education
Skills
Timeline
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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, CA
06.2024

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

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Ryan Putman