Ryan Trout
Portland
Summary
Dynamic Financial Advisor with a proven track record over the 8 years, specializing in investment advice and relationship management. Expert in analyzing market trends to enhance client portfolios, while fostering trust and loyalty. Adept at delivering tailored financial solutions and leading educational workshops, driving significant client engagement and satisfaction.
Overview
24
24
years of professional experience
Work History
Financial Advisor
Edward Jones
Portland OR
12.2017 - 02.2026
- Developed personalized financial plans to meet client goals and improve investment outcomes.
- Analyzed market trends and provided insights for strategic asset allocation decisions.
- Cultivated long-term relationships with clients through regular communication and trust-building initiatives.
- Led workshops to educate clients on financial literacy and investment strategies.
- Established connections with attorneys and CPAs to facilitate comprehensive client assistance.
- Identified and pursued new client opportunities to drive business growth.
- Delivered exceptional care and premium service to all clients.
Account Manager
Packaging Corporation of America
San Lorenzo, CA
06.2014 - 06.2017
- Developed and maintained strong client relationships to enhance customer satisfaction and retention.
- Collaborated with cross-functional teams to deliver customized packaging solutions that meet client specifications.
- Developed targeted presentations for key accounts, effectively communicating value proposition and securing commitments.
- Identified at-risk accounts through diligent monitoring and analysis, implementing retention strategies to prevent churn.
- Oversaw project timelines and deliverables, coordinating resources to meet client expectations consistently.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Sales
International Paper
Tracy, CA
07.2010 - 06.2014
- Collaborated with prominent national account end users of corrugated boxes, such as Starbucks, Foster Farms, and InBev (Anheuser-Busch), to address their packaging needs.
- Facilitated client engagement from initial design through to final product delivery, enhancing integration into existing workflows.
- Executed quality control checks through on-site evaluations at customer facilities.
Plant Superintendent
Commencement Bay Corrugated
Orting, WA
06.2003 - 07.2010
- Developed and maintained weekly schedules for all positions across the facility, enhancing staff allocation and productivity.
- Contributed to labor team negotiations during union contract discussions.
- Led plant operations to ensure efficient workflow and adherence to production schedules.
- Oversaw compliance with safety regulations, enhancing workplace safety and reducing incidents.
- Managed cross-functional teams, fostering collaboration to improve overall productivity and morale.
- Implemented process improvements that increased operational efficiency and reduced waste.
- Analyzed production data to identify areas for improvement and inform strategic decision-making.
- Coordinated maintenance schedules for machinery, minimizing downtime and optimizing performance.
Underwriter
Farmers Insurance Agency
Tigard, OR
06.2002 - 06.2003
- Collaborated with agents to gather necessary information for underwriting decisions
- Evaluated claims history to assess potential risks associated with applicants
- Provided support in resolving discrepancies related to policy applications
- Documented underwriting decisions and provided evidence of compliance with applicable regulations.
- Made approval and denial recommendations by determining accurate risk levels.
Education
Bachelor of Arts - Business
Linfield College
McMinnville, OR06-2001
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
- Experience with Salesforce
- Financial planning software
- Insurance product knowledge
- Investment portfolio management
Timeline
Financial Advisor
Edward Jones
12.2017 - 02.2026
Account Manager
Packaging Corporation of America
06.2014 - 06.2017
Sales
International Paper
07.2010 - 06.2014
Plant Superintendent
Commencement Bay Corrugated
06.2003 - 07.2010
Underwriter
Farmers Insurance Agency
06.2002 - 06.2003
Bachelor of Arts - Business
Linfield College