Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
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RYAN MICHAEL PRYSLAK

RYAN MICHAEL PRYSLAK

Summary

Motivated Private Client Advisor with experience advising high net-worth clients on complex investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management. Articulate communicator who is comfortable making presentations to small or large groups. Recognized by superiors with high marks from all performance evaluations; often selected by corporate to take on additional special projects for sustained sales and client satisfaction.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Private Client Financial Advisor

Citizens Bank
07.2022 - Current
  • Financial Services Institution
  • Responsible for building out a new book of business among five North Wilmington retail branches while managing a $10MM plus existing book of clients.
  • Opened new accounts according to laid down rules and guidelines.
  • Contributed to bank marketing and awareness campaigns to grow customer base both for retail partners as well as wealth management.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities within the Private Client Group.
  • Kept client financial plans optimized for current market trends and economic conditions.
  • Networked regularly with local organizations and COIs to build awareness of Citizens Private Client and become more visible within the community.
  • Highlighted values and educated clients on the four pillars of financial planning and developed and implemented investment strategies according to their plans.

Investment Specialist

J.P. Morgan Chase & Co
03.2020 - 06.2022
  • Financial Services Institution
  • Key integrated team member in the Baltimore Private Bank office responsible primarily for daily trading functions, investment mandate creation, portfolio management and allocation, as well as new account opening and high level account maintenance and servicing
  • Work closely with 13 Bankers from Associate level to Executive Director on all aspects of the client relationship, beginning with acquisition to post-closing maintenance
  • Regularly attend client facing meetings with Bankers and take responsibility for presenting portions of content, such as market updates, fee analysis, and new strategy review with client
  • Proactively began prospecting initiative with Associate banker colleagues with focus on certain Maryland geographic regions and verticals in order to continue momentum and growth in the office
  • Participated in XLOB Prospecting Exercise with Baltimore Commerical Bank and identified 20+ business owners and C-suite executives to call on as a group.

Senior Client Service Associate

J.P. Morgan Chase & Co
06.2016 - 03.2020
  • Financial Services Institution
  • Responsible for seamlessly executed service for Ultra High Net Worth individuals and their families from the JP
  • Morgan Private Banking Group (Financial Institutional Principals Group- NY Metro.) Work in tandem with Bankers,
  • Investors, Capital and Wealth Advisors to ensure every aspect of the clients' portfolios and accounts are taken care of efficiently and proactively
  • FINRA Series 7 and 63 registered position
  • Involved in multiple projects within the Client Service space including Service Connect Authorities UAT Testing,
  • Bank With Us Voice of the Field, Case Captains, and New Hire Mentoring & Coaching
  • Invited to participate in Client-Advisor Integration work group in NY with bankers, executive management and tech to help improve functional processes in our line of business which inhibit effective sales and servicing
  • Promoted to corporate level of Associate Feb
  • 1 2019.

Analyst, Settlements

J.P. Morgan Chase & Co
05.2015 - 06.2016
  • Financial Services Institution
  • Primary responsibilities include pre-confirmation and settlement of cash flows related to OTC Derivative trading including Credit Derivatives (Index, Single Name, and Tranches), FX (Swaps, Spot and Forwards) and Equity
  • Derivatives (TRS, Variance Swaps, Dividend Swaps, Correlation Swaps, etc.) Liaise with counter-parties, internal fund administrators and contacts (Middle Office, Treasury, Risk.)

Assistant Vice President/Merchant Services Rep II

TD Bank
01.2014 - 05.2015
  • Financial Services Institution
  • Worked closely with staff from 13 branches, commercial and small business bankers, and wealth management on all merchant card services and processing
  • Serviced and maintained key client accounts that ranged from small businesses and convenience stores to multimillion dollar generating operations
  • Administered wide range of customized solutions for cashless payments that included credit card processing, e-commerce, mobile payments, and gift/loyalty programs
  • Partnered with retail associates and managers, as well as multiple staff from small business, commercial, treasury management, and wealth management bankers to grow business
  • Conducted frequent client visits for sustained satisfaction
  • Educated branch staff on all products and services
  • Stayed abreast of industry news and capitalized on referral opportunities
  • Created and implemented e-newsletters for optimal communications with regional staff on merchant account services, news, updates, or changes
  • Brought a higher level of visibility to merchant services products for branch staff through on-going educational meetings and improved calling efforts with branch management
  • Surpassed company goals and quotas; consistently increased branch referrals each month.

Regional Account Manager

Security Card Services, Inc
05.2013 - 01.2014
  • Financial Services Institution
  • Serviced and maintained key client accounts for merchant products, credit card terminals, on-line processing, gift cards, and check services
  • Communicated with customers on all products and services for account base comprised of clients of Susquehanna Bank, small to medium sized businesses, restaurants, convenience stores, industrial companies, and gas stations
  • Partnered with bankers across 23 branches on new applications, proposals, bank appointments, and account servicing
  • Secured large deal within 6-months of hire for a large gas station in New Jersey with 3 locations total that generated $8MM in annual sales
  • Grew referrals in an underperforming territory month-over-month; doubled referrals within 6-months.

Corporate Trainer I

TransFirst, Inc
09.2012 - 05.2013
  • Financial Services Institution
  • Created instructional materials and facilitated sales trainings for new hires in the Direct Sales Channel
  • Conducted week-long sessions at corporate headquarters that covered pricing, product basics, sales skills, and best practices
  • Coordinated field trainings with Direct Sales Reps on the East Coast as required by management team
  • Presented
  • Training-on-Demand as needed, conducted webinars for FI and ISS Divisions, and provided extensive progress reports to managers and executive team weekly
  • Spent an extensive amount of time in the field mentoring newly hired reps in the market; worked one-on-one with others on key strategies that supported on-the-job success and improved revenue numbers.

Account Executive

TransFirst, Inc
02.2011 - 09.2012
  • Financial Services Institution
  • Contributed as 1 of 4 Account Executives assigned to the TransFirst/WSFS Bank Partnership
  • Handled all merchant processing services for new and existing bank clients on a referral basis from Retail and Commercial Bankers
  • Partnered with bankers and solicited new applications
  • Conducted sales presentations for bank clients and completed follow-up to close new business
  • Developed strong working relationships within the partnership
  • Awarded “Rookie of the Year” for outstanding sales performance and President's Club for top 10% of the organization, 2011
  • Promoted to work solely with commercial and private banking clients in 2012; clients' accounts averaged $1MM or higher
  • Closed over $33MM in approved volume in 2011 and exceeded YTD sales plan by 150%
  • Ryan Michael Pryslak

Education

Bachelor of Arts - Music

University of Delaware
Newark
06.2005

Skills

  • Executive Compensation
  • Portfolio Construction
  • Relationship Management
  • Marketing Techniques
  • High Net Worth Individuals Marketing
  • Retirement Planning
  • Financial and Estate Planning
  • Industry Best Practices

Certification

  • Life & Health Producer License- DE, MD, PA
  • FINRA Series 7, 63, & 65

Timeline

Private Client Financial Advisor

Citizens Bank
07.2022 - Current

Investment Specialist

J.P. Morgan Chase & Co
03.2020 - 06.2022

Senior Client Service Associate

J.P. Morgan Chase & Co
06.2016 - 03.2020

Analyst, Settlements

J.P. Morgan Chase & Co
05.2015 - 06.2016

Assistant Vice President/Merchant Services Rep II

TD Bank
01.2014 - 05.2015

Regional Account Manager

Security Card Services, Inc
05.2013 - 01.2014

Corporate Trainer I

TransFirst, Inc
09.2012 - 05.2013

Account Executive

TransFirst, Inc
02.2011 - 09.2012

Bachelor of Arts - Music

University of Delaware

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RYAN MICHAEL PRYSLAK