Ryan Rupnarain
San Antonio,TX
Summary
Financial professional with a proven track record of developing and streamlining procedures and finding innovative, cost-effective solutions in increasing revenue while maintaining and promoting the integrity of the business.
Overview
16
16
years of professional experience
Work History
Treasury Analyst : Contractor
Wells Fargo
08.2021 - 04.2023
- Partner with Treasury Management Sales to build pricing proposals based on recommendations.
- Developed and implemented corrective actions to bring business areas in line with standards.
- Identify migration impact to client's business operations and effectively communicate to client to minimize potential business interruptions.
Investment Analyst: Contractor
Raymond James
06.2023 - 01.2024
- Allocation of clients funds for both withdrawal/ contribution on clients account within the Freedom Fund
- Rebalance clients accounts to ensure liquidity threshold was met buy either selling or buying positions
- Performed swaps on underperforming positions
Commercial Treasury Analyst : Contractor
Harland Clarke
04.2021 - 08.2021
- oversee the complete migration of commercial accounting and payroll from the existing financial platform of Bottomline to Commercial Advantage platform for small to midsize corporations
Investment Analyst: Contractor
Victory Capital Management
12.2020 - 04.2021
- assisted clients in both liquidation and contribution of holdings to Roth IRA, IRA, 529, and ETF portfolio of Victory Capital.
Construction Pricing Analyst: Contractor
Merkeltek Builders LLC
01.2019 - 01.2020
- Created full-scope cost estimates for bid builds and designed build projects.
- Calculated correct costs for project-specific materials and services by coordinating with sub-contractors and vendors for both residential and commercial projects.
- Assisted in successfully negotiating agreement with developer to be exclusive builder for 60 residential units in Menifee, California.
Financial Manager
Octaneum Group: Oil And Gas Software Services
09.2017 - 10.2018
- Oversaw deployment of strategic business plans to accomplish accounting, compliance and revenue targets
- Improved cash flow, retired debt ahead of schedule and built cash reserves into a surplus of 50% from previous fiscal year
- Managed all investor relations, client investments both current and prospective investors
- Oversaw all financial operations company-wide, including budgets, payroll and accounts payable and receivable
Senior Investment Analyst
JPMorgan Chase
12.2015 - 09.2017
- Assisted JP Morgan high wealth management clients and JP Morgan advisors in opening of new accounts, transfer of funds between Custodian Banks as well as explaining all questions in regards to investments, financial transactions and performance to the clients
- Managed and processed approximately 20 client file transaction requests daily via email and phone on both new accounts and elevated account issues with both clients and finacial advisors
- Collabarated with Supervisory Manager and direct management to successfully implement strategies for increased customer satisfaction, retention, and continued business growth
Business Sales Consultant
Nationwide Insurance
11.2013 - 04.2015
- Successfully devised and implemented sales strategies to upper management and peers to facilitate sales growth for the eastern region of the United States
- Increased and exceeded targeted monthly revenue goal on average of 10% with a customer retention rate of 95%
- Built and managed a successful book of business of approximately $500 thousand in policies
- Used strong analytical reasoning daily to determine best business to be written based on data attained from consumer while adhering in accordance with Department of Insurance
Financial Foundations Associate, Front Line Underwriter
USAA
08.2012 - 04.2013
- Responsible for both determining eligibility for membership and also credit and financial capabilities of members for issuance of policies while protecting the financial strength of USAA via customer contact
- Successfully assessed risk to determine the financial limits and restrictions the insurance policy would be written within assigned limit
- Increased on average a 18% multi-product line sales per month
Senior Mortgage Specialist
Wells Fargo Bank
03.2008 - 06.2012
- Considered Subject Matter Expert of real estate mortgage contracts and the negotiations of restructured mortgages within both the government and Wells Fargo parameters
- Major contributor with upper management in creating new mortgage modification programs and formulating presentations to carry out the expectations upon implementation of the new programs based on researching trends on current real estate market and its direct impact on Wells Fargo portfolio loans
- Successfully used debt/ income ratios, risk analysis, and time value of money to re-modify mortgages
Education
BBA - Finance
University of The Incarnate Word
San Antonio, TXSkills
- Complex problem solving
- Risk Analysis,Business Development, and Financial Modeling
- Real Estate Market Analysis
- Proficient with SQL, Access, and Powerpoint
- Advanced Excel Modeling with large qualitative and quantitative data/Excel Pivot Tables
- Strong Understanding of both Finance and Accounting Principles
- Dynamic speaker and presenter
Timeline
Investment Analyst: Contractor
Raymond James
06.2023 - 01.2024
Treasury Analyst : Contractor
Wells Fargo
08.2021 - 04.2023
Commercial Treasury Analyst : Contractor
Harland Clarke
04.2021 - 08.2021
Investment Analyst: Contractor
Victory Capital Management
12.2020 - 04.2021
Construction Pricing Analyst: Contractor
Merkeltek Builders LLC
01.2019 - 01.2020
Financial Manager
Octaneum Group: Oil And Gas Software Services
09.2017 - 10.2018
Senior Investment Analyst
JPMorgan Chase
12.2015 - 09.2017
Business Sales Consultant
Nationwide Insurance
11.2013 - 04.2015
Financial Foundations Associate, Front Line Underwriter
USAA
08.2012 - 04.2013
Senior Mortgage Specialist
Wells Fargo Bank
03.2008 - 06.2012
BBA - Finance
University of The Incarnate Word
Similar Profiles
PATRICIA M. SCHERERPATRICIA M. SCHERER
Regional Bank Private Banker II at Wells Fargo Bank / Wells Fargo AdvisorsRegional Bank Private Banker II at Wells Fargo Bank / Wells Fargo Advisors
Andrew S. HollenbachAndrew S. Hollenbach
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Laxmikanth ChittampallyLaxmikanth Chittampally
Senior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells FargoSenior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells Fargo
Mayank OberoiMayank Oberoi
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)
Collin DoanCollin Doan
Sales Associate at Sams Club DistributionSales Associate at Sams Club Distribution