Summary
Overview
Work History
Education
Timeline
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Ryan Stone

Taylorsville,UT

Summary

Provide top level service to the clients of the firm. Keeping the client's needs as a top priority. Utilize the skills acquired through 7 years of experience in the financial industry. Open to guidance from leadership & colleague's while evolving as a consultant.

Maintain the ability to persevere through adversity and adjust through changing business environments.


Represent the company to the best of my ability.

Make a positive impact to the people and culture of the organization. Dedicated to be a reliable asset of the firm.

Strive to establish myself into a role and company that will be my long-term career.

Overview

11
11
years of professional experience

Work History

Morgan Stanley Virtual Advisor

Morgan Stanley
01.2023 - Current
  • Worked in the Managed Account Team Advisor role for the majority of this year (2023). A hybrid role between E*TRADE & Morgan Stanley.
  • Provided service as a licensed Financial Advisor in a team environment. Worked well with a team of advisors while also completing appointments with clients on an individual level.
  • Retirement planning for managed account holders. Gained experience with firm planning tools.
  • Assisted clients in gathering information on account types, investment options and a plan that fits their investment goals.

Financial Advisor

E*TRADE Financial
12.2019 - 01.2023
  • Provided a dynamic approach to sales, relationship management and service to meet clients needs. Leading to managed business and additional assets.
  • Acquired the required financial licenses. Managed a book of clients. Also spoke with new account holders.
  • Excelled at adjusting to each client. Matching the client based on their preferred way of communicating and type of need.
  • Generated retirement plans. Reviewed account performance reports. Enrolled clients into managed portfolios.
  • Scheduled appointments with clients via phone & email while sharpening the skill of time management.
  • Worked with clients in many different stages of life. Increased experience dealing with every aspect of managing your own book of business and relationships.

Elite Client Service Representative

E*TRADE Financial
01.2018 - 12.2019
  • Assisted clients on inbound basis with customer service and trading needs. Exceeded expectations with service to sales opportunities.
  • Helped large volume of customers every day with positive attitude and focus on active listening.
  • Maintained accurate record-keeping with 0 trade errors, attention to detail.

Senior Financial Services Representative

ETRADE Securities
09.2016 - 01.2018
  • Introduction to financial industry in a customer service and trading department.
  • Addressed client needs while meeting and exceeding expectations that would create new opportunities that would continue in my financial industry career.
  • Worked well with co-workers and managers to handle high volume of client interactions via inbound phone calls.

Material Handler

Varian Medical System
07.2014 - 08.2016
  • Oversaw warranty-returns department of X-Ray manufacture.
  • Was relied upon as the only individual in my role within the company.
  • Assisted with other departments including the shipping department.

Owner/Operator

Fivestone Auto Sales
05.2013 - 03.2014
  • Established a small, local car dealership.
  • Made critical decisions on a daily basis regarding inventory, business direction and customer requests.
  • Sold inventory by personally meeting with customers, answering questions, saw the sales process through to the registration of vehicles.

Education

Business

University of Utah
Salt Lake City, UT

Series 7

Series 63

Series 66

Timeline

Morgan Stanley Virtual Advisor

Morgan Stanley
01.2023 - Current

Financial Advisor

E*TRADE Financial
12.2019 - 01.2023

Elite Client Service Representative

E*TRADE Financial
01.2018 - 12.2019

Senior Financial Services Representative

ETRADE Securities
09.2016 - 01.2018

Material Handler

Varian Medical System
07.2014 - 08.2016

Owner/Operator

Fivestone Auto Sales
05.2013 - 03.2014

Business

University of Utah

Series 7

Series 63

Series 66

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Ryan Stone