Summary
Overview
Work History
Education
Skills
Websites
Certification
Affiliations
Timeline
Generic

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
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
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
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
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
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
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, CA
03.2022

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

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