Ryan Levy
Walnut Creek
Summary
Skilled multitasker with superior work ethic and good teamwork, problem-solving and organizational skills. Willing to take on any task to help team. Reliable and dedicated team player with hardworking and resourceful approach.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Investor Services Specialist
Standish Management
Walnut Creek
06.2024 - Current
- Mentored and trained new employees in the Investor Services Specialist role, equipping them with the skills and knowledge required to manage investor relations effectively.
- Assumed increased responsibility by managing a larger portfolio of of clients with minimal oversight, consistently meeting tight deadlines and maintaining high-quality service.
Investor Services Specialist
Standish Management
Walnut Creek, CA
04.2022 - 06.2024
- Direct interface with investors, banking institutions, tax preparers, and auditors regarding state and Federal financial and regulatory compliance.
- Prepared and distributed capital call notices, distribution notices, and quarterly financial reports to investors in accordance with client deadlines.
- Managed and executed investor relations for a portfolio of private equity clients with over 20 billion dollars in assets managed, ensuring exceptional client service and timely responses to investor inquires
Billing Analyst
VLTA Law Firm
Walnut Creek, CA
06.2021 - 09.2021
- Developed business, financial and analytical skills needed for client billing
- Sorted and organized files, spreadsheets and reports
- Worked with proprietary billing software to analyze problems, identified solutions and made decisions
Caregiver/Personal Assistant
Local Family
Lafayette, California
08.2018 - 03.2020
- Transported children to and from school, activities and appointments
- Managed schedule and cooked meals for busy family with four children
- Tutored and promoted academic excellence
- Maintained a positive environment for each child
Pool Safety Manager/Lifeguard Supervisor
Sun Valley Swimming Pool Association
Lafayette, CA
03.2015 - 10.2017
- Attentively monitored swimmers to maintain a safe and fun environment for families
- Checked pool and surrounding areas for hazardous conditions
- Ensured that pool covers were safely removed each morning and replaced properly each evening
- Cleaned pool deck
- Communicated regularly with monthly pool board to report maintenance and safety concerns
Hebrew School Teacher
Congregation B'Nai Tikvah
Walnut Creek, CA
09.2013 - 05.2017
- Effectively taught children a new language
- Promoted a positive and engaging learning environment
- Differentiated instruction for all learners
- Collaborated with peers and managers to create curriculum and establish effective learning strategies
Education
Bachelor of Arts - Political Science And Government
University of California, Santa Barbara
Santa Barbara, CA03.2022
Skills
- Outstanding communication skills
- G Suite (complete fluency)
- Microsoft Office (Excel, Powerpoint)
- Client Relationships
Certification
Real Estate License, DRE#02112792, California Department of Real Estate
Affiliations
Delta Tau Delta Fraternity, Mental Health Chair
Timeline
Senior Investor Services Specialist
Standish Management
06.2024 - Current
Investor Services Specialist
Standish Management
04.2022 - 06.2024
Billing Analyst
VLTA Law Firm
06.2021 - 09.2021
Caregiver/Personal Assistant
Local Family
08.2018 - 03.2020
Pool Safety Manager/Lifeguard Supervisor
Sun Valley Swimming Pool Association
03.2015 - 10.2017
Hebrew School Teacher
Congregation B'Nai Tikvah
09.2013 - 05.2017
Bachelor of Arts - Political Science And Government
University of California, Santa Barbara