Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Ryan Schmitt

Kaukauna

Summary

Motivated Financial Advisor with a proven track record at McAdam Financially Advanced, specializing in holistic financial planning and portfolio optimization. Expert in relationship building and analytical thinking, I empower clients through tailored investment strategies, enhancing their financial literacy and achieving their goals. Skilled in excel financial modeling and retirement planning.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Financial Advisor

McAdam Financially Advanded
Chicago, IL
06.2022 - Current
  • Developed customized financial plans to meet client needs and goals.
  • Analyzed investment options to optimize client portfolios for growth and security.
  • Conducted market research to stay informed on trends affecting financial strategies.
  • Educated clients on financial products, enhancing their understanding of investment opportunities.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

Internship

Nurses PRN
Appleton, WI
06.2021 - 05.2022
  • Worked with a team to organize data in new software.
  • Streamlined payroll by uploading new time sheets sent into the office.
  • Wrote blogs on highly visited nurses sites to educate nurses about the highs and lows of travel nursing.

Education

Bachelor of Science - Finance

University of Wisconsin Milwaukee
Milwaukee, WI
05-2022

Bachelor of Science - Marketing

University of Wisconsin, Milwaukee
Milwaukee, WI
05-2022

Skills

  • Investment advice
  • Relationship building and management
  • Sales expertise
  • Analytical thinking
  • Retirement planning
  • Excel Financial Modeling
  • Insurance sales
  • Portfolio construction

Certification

  • Life, Accident, and Health Insurance Licenses (NAIC)
  • Series 65 (FINRA)

Timeline

Financial Advisor

McAdam Financially Advanded
06.2022 - Current

Internship

Nurses PRN
06.2021 - 05.2022

Bachelor of Science - Finance

University of Wisconsin Milwaukee

Bachelor of Science - Marketing

University of Wisconsin, Milwaukee