Ryan M. Peter
New York,NY
Summary
Dedicated wealth management professional with a proven track record of helping financial advisors scale their business
Overview
3
3
years of professional experience
1
1
Certification
Work History
Analyst
Morgan Stanley, Wealth Management
08.2022 - Current
- Partner with 12 Morgan Stanley Wealth Management teams in the San Francisco/Hawaii Market, resulting in $60 Million of attributable Net Acquired Assets (NAA) to date
- Assist with digital marketing presence and strategies involving email communication with clients and prospects, social media presence and website appearance
- Create, design and send personalized emails for advisors and their teams, including newsletters, personal updates, market commentary, products and more
- Build and maintain advisor websites unique to each advisory team’s practice
- Write and post content for advisors across LinkedIn, Facebook and Twitter
- Utilize Aladdin, BlackRock’s portfolio risk platform, to build reports that help advisors explain to prospective clients why their assets should be in an advisory relationship with Morgan Stanley
Sales Management Intern
PepsiCo Inc
06.2021 - 08.2021
- Established 14 new partnerships in 3 months resulting in $14,000 of new revenue; $350,000+ in expected annualized revenue
- Executed sales programs and initiatives through cold calling and door-to-door sales
- Led team of 4 to develop relevant go-to-market strategies and made recommendations to improve efficiency
- Delivered presentation to upper management detailing experiences and results
Education
Bachelor of Arts - Business and Economics
Saint Lawrence University, 2022
Canton, New YorkSkills
- Modern Wealth Management Tools
- Digital Marketing
- Leadership
- Business Development
- Sales Management
- Communication
- Organization
- Presentation
- MS Suite
Websites
Volunteer
- Fred's Team - Memorial Sloan Kettering Cancer Center, New York, New York
Donor/Fundraiser
- American Red Cross, New York, New York
Power Red Donor
- Lower East Side Ecology Center, New York, New York
Volunteer
Certification
FINRA
- Series 7
- Series 63
Hobbies
Long-distance running, eFoiling & surfing, skiing, cooking
Timeline
Analyst
Morgan Stanley, Wealth Management
08.2022 - Current
Sales Management Intern
PepsiCo Inc
06.2021 - 08.2021
Bachelor of Arts - Business and Economics
Saint Lawrence University, 2022
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