RYAN SCHROEDER
OH
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level [Job Title] position. Ready to help team achieve company goals.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Representative
Lifetime Financial Growth
07.2024 - Current
- Met with customers to assess needs, financial status, and eligibility.
- Built strong relationships with clients through transparent communication and trust-building activities.
- Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
- Conducted thorough risk assessments, minimizing potential losses for clients and the firm.
Hockey Referee
USA & ACHA Hockey
08.2021 - Current
- Maintained order during games through effective communication with coaches and players.
- Contributed to a positive game atmosphere by maintaining professionalism at all times, both on and off the ice.
- Handled disputes calmly and effectively, diffusing tense situations between teams during games,
Undergraduate Teaching Assistant
Finance Department, Farmer School of Business
08.2023 - 05.2024
- Demonstrated exceptional time management skills while balancing multiple tasks including coursework, part-time employment, extracurricular activities alongside research responsibilities.
- Built strong relationships with faculty advisors through regular meetings to discuss project goals, challenges faced, and potential solutions.
- Streamlined communication between students and professors by managing online discussion boards and responding to email inquiries promptly.
Scholarship Chair
Miami University, Chi Psi Fraternity
10.2022 - 05.2024
- Represented 100 peer members of the organization at public events, advocating for its mission and values at a University level
- Emphasized focus on academics by implementing directed study sessions and scheduled study rooms resulting in 100% members achieving academic goals
- Assisted new members with academic transition to Greek life, leading to 4th overall GPA out of 24 fraternities
Intern, Financial Representative
Lifetime Financial Growth
06.2023 - 07.2023
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
- Contributed to a positive team environment by collaborating with fellow interns on group projects and presentations.
Education
Bachelor of Science - Finance
Miami University – Farmer School of Business
Oxford, OH05.2024
Skills
- Customer Service
- Relationship Building
- Risk Analysis
- Transaction Management
- Investment strategies
- Debt management
- Problem-Solving
- Teamwork and Collaboration
Websites
Certification
- Licensed SIE Certification
- Licensed OH Series 11-35
- Series 7 Training - 2 months
Universityresearch
Finance Department, Farmer School of Business, Undergraduate Research, 08/2023, Present, Piloted new Excel testing software for over 450 incoming students, Communicated in a small, virtual team of 3 with leadership to streamline process, Worked in Excel to build model for student grades on the backend
Certificationsskills - Certifications
- Microsoft Office Suite
- Ohio Life, Accident, & Health License, Series 11-35
Timeline
Financial Representative
Lifetime Financial Growth
07.2024 - Current
Undergraduate Teaching Assistant
Finance Department, Farmer School of Business
08.2023 - 05.2024
Intern, Financial Representative
Lifetime Financial Growth
06.2023 - 07.2023
Scholarship Chair
Miami University, Chi Psi Fraternity
10.2022 - 05.2024
Hockey Referee
USA & ACHA Hockey
08.2021 - Current
Bachelor of Science - Finance
Miami University – Farmer School of Business
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