Ryan Sanker
Austin,TX
Summary
Financial graduate with 2 years of experience in the financial field with an emphasis on customer service and investment knowledge.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Professional Associate
Charles Schwab
10.2022 - Current
- Streamlined internal processes for improved efficiency in handling client portfolios.
- Assisted in the successful integration of technology-based tools for enhanced customer experience and operational efficiency.
- Collaborated with cross-functional teams to develop innovative financial solutions for clients.
- Facilitated seamless transitions during mergers and acquisitions, ensuring minimal impact on clients and operations.
- Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
- Educated clients on investment options, empowering them to make informed decisions about their finances.
Education
Bachelor of Arts - Finance
Texas State University
San Marcos, TX05.2021
Skills
- Financial product knowledge
- Client Relationship Building
- Trading Execution
- Problem-solving skills
- Verbal and written communication
- Customer Service-Oriented
- Self-motivated nature
Certification
- General Securities Representative Exam (Series 7) - Financial Industry Regulatory Authority (FINRA).
- Uniform Securities Agent State Law Examination (Series 63) - North American Securities Administrators Association (NASAA).
Timeline
Financial Professional Associate
Charles Schwab
10.2022 - Current
Bachelor of Arts - Finance
Texas State University
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