Ryan Yarde

Investment Analysis & Insights Highly analytical, dedicated, and goal-driven professional with distinct ability to analyze investment opportunities and determine the best course of action for clients, while considering specific needs, scope of business goals, and fiscal capacity. Effectively provide strategic insights supporting business development and drafting standards designed to support financial practices, ensure compliance, and improve risk management for business transformation. Financial Analysis & Reporting Proficient in being able to develop integrated revenue/expense analysis, projections, reports, and presentations while spearheading initiatives for effective process of service delivery through integration of different finance functions to centralized operations. Ensure financial information has been recorded accurately while performing financial forecasting and reconciliation of internal accounts. Proven track record of honesty, reliability, strategic communication, and ability to advise the senior team to deliver best results. Process Streamlining Extensive experience in delivering process improvement and seamless execution that supports complex client wealth/investment needs, operational efficiency, revenue growth, market strategy, and risk mitigation. Draw upon expertise in program coordination, strategy development, operational optimization, and budget administration to support major initiatives and goals. Strategic Leadership/Integrity Leverage business savvy to determine client expectations to foster Partnerships and drive investment strategies. Adept at providing professional services with honesty and integrity, while consistently exceeding goals and expectations. Have a demonstrated track record of outstanding service; a calm, dependable professional who devotes every effort to achieving the best results.

Dynamic, highly accomplished and well-respected business professional with 9+ years of experience in finance and investments. Specializes in analyzing asset manager portfolio strategies, performance analysis, due diligence and cost/expense efficiency. In both self-starting and team environments, successfully taken on tasks and projects resulting in onboarding large internal applications, significant reduction to firm expenses and management of assets valuing in over billions of dollars. Proficient in Microsoft Office applications and Bloomberg terminal.

• Frederick Douglass Academy VII High School, Assistant College Advisor, 01/01/10, 12/31/14
• Voluntary Income Tax Assistance, Tax Preparer, 01/01/11, 12/31/11

• Investment Analysis
• Financial Modeling
• Investment Performance Analysis
• Subject Matter Expertise
• Cash Flow Analysis
• Strategic & Innovative Thinking
• Data Research & Admin.
• Revenue Generation
• Technological Solutions Delivery
• Client Experience Mgmt.
• Forecasting/Reporting
• Financial & Operational Reporting
• Regulatory Compliance
• Risk Mitigation/Avoid
• Strategic Planning & Implementation