Ryan Spitzbart
Palo Alto,CA
Summary
Analytical and detail-oriented professional with experience in private equity support and financial services. Background in financial reporting, budget monitoring, and cross-functional coordination, complemented by academic training in statistics and quantitative research methods. Expanding technical capabilities in Excel-based analysis, Python scripting, and dashboard development to support data-driven financial operations.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Office Liaison
California Closets
Los Altos, CA
2023.11 - 2025.04
- Acted as the primary liaison between prospective clients and referral partners, overseeing client onboarding, and supporting portfolio coordination for multiple accounts.
- Coordinated cross-functional meetings between designers, clients, and referral partners in order to streamline communication.
- Maintained organized tracking systems for client files and project timelines, ensuring priority for timely follow-ups, and effective task execution.
Private Equity Apprentice
Leslie L. Vasquez of Cerity Investment Partners
Los Altos, CA
2021.10 - 2023.07
- Supported senior leadership within a private equity environment under Leslie L. Vazquez of Cerity Investment Partners. Managed portfolios for the firm, executive calendars, and internal strategy meetings for the equity leadership to oversee.
- Assisted in preparing financial summaries, reports, and presentation materials for internal review and general stakeholder communication.
- Prepared monthly financial summaries supporting an oversight of multiple portfolio entities, and internal budget reviews.
- Collaborated with cross-functional teams to monitor portfolio budgets and internal audit proceedings.
Teller
Wells Fargo
Palo Alto, CA
2019.02 - 2021.01
- Addressed inquiries with prospective and repeat clients, which included resolving issues and promoting bank-related products.
- The presented work reports from daily cash balance sheets and worked alongside premier banking for increased efficiency.
- Provided administrative support, including answering phone calls, responding to emails, and preparing correspondence.
Education
Bachelor of Arts - Psychology
University of Alaska Fairbanks
Fairbanks, AK2025-06
Associate of Arts - Psychology
Foothill College
Los Altos Hills, CA2022-06
Skills
Technical Tools
- Microsoft Excel (Pivot Tables, VLOOKUP/XLOOKUP, basic VBA exposure)
- PowerPoint (Financial presentation preparation)
- Google Workspace (Docs, Sheets, Calendar)
- Basic Python (Introductory scripting and data handling)
- Streamlit (Dashboard development - yfinance)
Financial & Analytical Tools
- Financial reporting support
- Budget tracking and portfolio monitoring
- Data organization and summary reporting
- Internal audit support exposure
- Cross-functional coordination and portfolio coordination
Certification
Certification in Women's Gender and Sexuality Studies
University of Alaska Fairbanks
University of Alaska Fairbanks
Timeline
Office Liaison
California Closets
2023.11 - 2025.04
Private Equity Apprentice
Leslie L. Vasquez of Cerity Investment Partners
2021.10 - 2023.07
Teller
Wells Fargo
2019.02 - 2021.01
Bachelor of Arts - Psychology
University of Alaska Fairbanks
Associate of Arts - Psychology
Foothill College