Ryan Baptista
Summary
Finance professional prepared to drive impactful results. Proven history in delivering tailored financial solutions and strategic planning. Highly collaborative and adaptable, known for strong analytical skills and strategic thinking.
Overview
4
4
years of professional experience
Work History
High Net Worth Representative
Fidelity Investments
01.2024 - Current
- Delivered exceptional customer service by assisting clients with investment inquiries, account management, and financial planning strategies
- Conducted detailed reviews and tracking to maintain compliance in all financial transactions.
- Collaborated with internal teams to resolve complex account issues, ensuring seamless client experiences and satisfaction
Portfolio Consultant Associate
Mariner Wealth Advisors Network
01.2022 - 01.2024
- Compiled and analyzed a variety of internal and external trading reports to support business operations and decision-making
- Produced regular reports to maintain ongoing compliance.
- Performed due diligence tasks enhancing availability, liquidity, trade execution processes.
Investor Center Summer Intern
Fidelity Investments
05.2021 - 08.2021
- Addressed client inquiries about investments, achieving high customer satisfaction.
- Partnered with in-house groups to solve sophisticated account concerns, ensuring flawless client services.
- Accurately completed compliance tasks adhering to regulatory standards.
Education
Business Administration - Finance
California State University, Sacramento
Sacramento, CA05.2023
Skills
- Computer literacy
- Time management
- Communication skills
- Microsoft excel
- Documentation review
- Communication
Timeline
High Net Worth Representative
Fidelity Investments
01.2024 - Current
Portfolio Consultant Associate
Mariner Wealth Advisors Network
01.2022 - 01.2024
Investor Center Summer Intern
Fidelity Investments
05.2021 - 08.2021
Business Administration - Finance
California State University, Sacramento
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