Ryan Welch
Hillsborough,NJ
Summary
Dynamic Business Development Associate with a proven track record at Barnum Financial Group, excelling in client relationship management and financial analysis. Skilled in CRM systems and communication, I effectively matched clients with advisors, enhancing satisfaction and driving asset growth. Committed to achieving results through strategic sales planning and forecasting.
Overview
7
7
years of professional experience
Work History
Business Development Associate
Barnum Financial Group
Warren Township, NJ
07.2025 - Current
- Responsible for nurturing relationships between perspective clients and asset managers.
- Analyze perspective clients financial needs in depth, and pairing them with an advisor helping both the client and the teams AUM.
- Help with sales by conversing with clients and filtering them into their correct category based on need. Always with the goal of client satisfaction no matter the monetary outcome.
Accounting Temp
Empire State Realty Trust
New York, NY
05.2024 - 09.2024
- Worked on balancing accounts from weekly ticket sales.
- Verified and filled out observatory staff time slips then logged them into the database.
- Worked with the accounting team on account reconciliations.
Busser/Liquor Store Associate
Culinary Creations
Hillsborough, NJ
09.2018 - 01.2024
- Dealt with incoming inventory making sure numbers matched and each item went to its assigned place.
- Reset and cleaned tables quickly to prepare for new customers.
- Educated customers on different promotions, spirits, and wines to facilitate buying decisions.
Education
BBA - Business Management
Hofstra University
Hempstead, NY05-2025
High School Diploma -
Hillsborough High School
Hillsborough, NJ06-2021
Skills
- Communication skills
- CRM systems
- Financial management
- Sales forecasting
- Sales planning
Accomplishments
- Eagle Scout
- National Youth Leadership Training
- Volunteer for the Special Olympics
- Samaritan Homeless Program
- WRHU 88.7 FM Radio Hofstra University
- Extended School Year Program
Timeline
Business Development Associate
Barnum Financial Group
07.2025 - Current
Accounting Temp
Empire State Realty Trust
05.2024 - 09.2024
Busser/Liquor Store Associate
Culinary Creations
09.2018 - 01.2024
BBA - Business Management
Hofstra University
High School Diploma -
Hillsborough High School