Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Timeline
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Ryan Beard

Gilbert

Summary

Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.

Overview

16
16
years of professional experience

Work History

Registered Client Service Associate

Morgan Stanley
12.2023 - Current
  • Managed tasks efficiently during periods of high volume without compromising quality or attention to detail
  • Discovering referral opportunities by building relationships with clients and identifying needs.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Obtained series 66 license


CLIENT ASSOCIATE

Vanguard
10.2022 - 12.2023
  • Process mutual fund & equity trades
  • Identified client needs and delivered solutions by utilizing in-depth knowledge of products and services
  • Obtained Series 7 & 63 licenses

SMALL BUSINESS OWNER

Sass & Soul Boutique
10.2017 - 10.2022
  • 2.3 million revenue Feb 2019 - Oct 2022 (3 total employees)
  • Handled all customer service inquiries and correspondence
  • Grew network to 1,100+ repeat customers
  • Managed inventory and fulfilled/shipped an average of 900+ orders per month
  • Co-owner with my wife

HOME EQUITY SPECIALIST

Bank of America
02.2016 - 10.2017
  • Identified financial products best suited for client needs
  • Met or exceeded funding requirements for all bonus pay periods
  • Communicated regularly with customers regarding their loan status, changes in terms or conditions, or any other concerns they may have had throughout the process
  • Adhered to state and federal lending laws when processing loan applications

PROPERTY CLAIMS CORE TEAM

Bank of America
01.2009 - 01.2016
  • Disaster response team - traveled to various cities providing client facing support for financial centers
  • Developed & implemented new hire training for the department's policies & procedures
  • Escalation manager answering high priority customer conflict

Education

HIGH SCHOOL GRADUATE -

Mountain Pointe High School
Phoenix, AZ
06-2002

Skills

  • Problem Solving
  • Reliable
  • Time Management
  • Attention To Detail
  • Written And Verbal Communication
  • Organization

Hobbies and Interests

  • Playing golf
  • Pickleball
  • Traveling
  • Board games
  • Disneyland

Timeline

Registered Client Service Associate

Morgan Stanley
12.2023 - Current

CLIENT ASSOCIATE

Vanguard
10.2022 - 12.2023

SMALL BUSINESS OWNER

Sass & Soul Boutique
10.2017 - 10.2022

HOME EQUITY SPECIALIST

Bank of America
02.2016 - 10.2017

PROPERTY CLAIMS CORE TEAM

Bank of America
01.2009 - 01.2016

HIGH SCHOOL GRADUATE -

Mountain Pointe High School

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Ryan Beard