Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ryan Weatherford

Harrisburg,PA

Summary

Results-driven licensed relationship manager with expertise in portfolio management and client retention. Proven track record in delivering tailored financial solutions and enhancing client satisfaction.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Licensed Relationship Manager

Northwest Bank
Hershey, PA
02.2024 - 03.2025
  • Managed client portfolios, ensuring tailored financial solutions aligned with individual needs.
  • Developed and maintained strong relationships with clients, enhancing overall satisfaction and retention.
  • Conducted regular financial reviews to assess clients' evolving needs and recommend adjustments.
  • Ranked in top 5 of all Licensed Relationship Mangers at Northwest

Sr.Sales Development Representative

TEKsystems
Harrisburg, PA
07.2023 - 01.2024
  • Developed targeted outreach strategies to identify and engage potential clients.
  • Conducted thorough market research to refine lead generation processes.
  • Collaborated with sales teams to align on client needs and service offerings.
  • Utilized CRM systems to track interactions and manage leads efficiently.

Financial Solutions Advisor

Merrill Lynch
Herndon, VA
11.2021 - 08.2022
  • Delivered holistic wealth management solutions to clients in the banking, investment, and financial planning space
  • Partnered with internal specialists to properly align firm capabilities with client goals
  • Leveraged center's of influence, business owners, and institutional clients to drive business development opportunties

Wealth Management Development Program Associate

PNC Bank
Multiple
02.2016 - 01.2020
  • Completed development program inclusive of private banking, investment, fiduciary, and sales rotation
  • Partnered with business development officers to uncover prospective clients for wealth management business
  • Implemented multi-channel initiative in covered markets which automated the prospecting process in our retail channel

Education

Bachelor of Science - Business Administration

Neumann University
Aston Mills, PA
05-2013

Bachelor of Science - Marketing

Neumann University
Aston Mills, PA
05-2013

Skills

  • Strategic thinking
  • CRM proficiency
  • Portfolio management
  • Performance tracking
  • Sales Development
  • Business Consulting

Certification

SIE, Series 7, Series 63, PA life & Health Insurance License

Timeline

Licensed Relationship Manager

Northwest Bank
02.2024 - 03.2025

Sr.Sales Development Representative

TEKsystems
07.2023 - 01.2024

Financial Solutions Advisor

Merrill Lynch
11.2021 - 08.2022

Wealth Management Development Program Associate

PNC Bank
02.2016 - 01.2020

Bachelor of Science - Business Administration

Neumann University

Bachelor of Science - Marketing

Neumann University