Ryan Vermeulen
Glen Arm,Maryland
Summary
Seeking to leverage my financial services internship to establish a career with a top-tier investment firm’s wholesaling department.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Business Development Intern
Sfg Wealth Management (LPL Financial)
01.2023 - 10.2023
- Gained valuable experience in the financial services industry while working alongside professionals in a dynamic and collaborative environment
- Learned to become proficient in using Financial Planning software such as eMoney and ClientWorks through LPL Financial
- Generated valuable insights and recommendations to support the firm's business development strategies, while also trying to find different ways to incorporate athletes into the practice
- Participated in meetings with investment wholesalers from various mutual fund and ETF firms
- Participated in investment committee meetings reviewing asset allocation and performance.
Waiter
Tequila Frogs
05.2022 - 08.2022
- Served and accommodated to customers’ needs and wants in my section of a busy restaurant
- Maximized sales and profits for the restaurant and myself through communication, persistence, and acts of kindness.
Bag Room and Tournament Coordinator
Hillendale Country Club
05.2020 - 08.2021
- Welcomed and assisted club members upon arrival, ensuring a positive and enjoyable experience
- Coordinated a team to set up tents and vendors for tournaments
- Developed communication and interpersonal skills to connect with the members and make sure that they are having an enjoyable experience at the club.
Education
Bachelor of Science in Sports and Entertainment Management -
University of South Carolina
Columbia, South Carolina05.2023
Skills
- Morningstar
- Microsoft Word
- Excel
- PowerPoint
- Social Media (LinkedIn, Instagram, Twitter)
- wwwlinkedincom/in/ryan-vermeulen-403977225
Leadership Experience
- Chi Psi Fraternity – University of South Carolina, Rush chair, Columbia, South Carolina, Recruiting, marketing, and advancement.
- Chi Psi Fraternity – University of South Carolina, Pledge educator, Columbia, South Carolina, Spring 2022, Taught eighteen potential new members about the tradition and history of the fraternity while mitigating risk to make sure they are all being treated fairly and safely.
- South Carolina Men’s Club Lacrosse, Captain, Columbia, South Carolina, MCLA National Champions for the 2022 season.
Certification
FINRA- Securities Industry Essentials (SIE)
Issued Dec 2023
Timeline
Business Development Intern
Sfg Wealth Management (LPL Financial)
01.2023 - 10.2023
Waiter
Tequila Frogs
05.2022 - 08.2022
Bag Room and Tournament Coordinator
Hillendale Country Club
05.2020 - 08.2021
Bachelor of Science in Sports and Entertainment Management -
University of South Carolina
FINRA- Securities Industry Essentials (SIE)
Issued Dec 2023
Similar Profiles
Christian L WebbChristian L Webb
President at Capital Wealth Management, LPL Financial ServicesPresident at Capital Wealth Management, LPL Financial Services
JENNIFER L. COOKJENNIFER L. COOK
Senior Registered Investment Associate at JMC Wealth Management / LPL FinancialSenior Registered Investment Associate at JMC Wealth Management / LPL Financial
Nancy FoxNancy Fox
Certified Financial Planner at IG Wealth Management, Fox Financial PlanningCertified Financial Planner at IG Wealth Management, Fox Financial Planning