RYAN OVERTON
1717 Francisco Street, Berkeley
Summary
Licensed Financial Advisor driven to learn from the best and exceed expectations. Highly energetic and eager to meet customer needs with knowledgeable support. Able to handle a wide range of financial needs, from retirement planning to insurance decisions. Decisive planner and problem-solver with understanding of marketing and sales strategies that drive business growth. 9-year track record working with financial products. Enthusiastic team player with a strong work ethic and advanced complex relationship building and problem solving skills.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Wealth Management Advisor
TIAA
11.2023 - Current
- Provided exceptional customer service through prompt response times, empathetic listening skills, and clear communication of complex financial concepts.
- Evaluated clients' financial status to provide recommendations and suggestions on proper investments, debt management and insurance.
- Evaluated the suitability of various investment products for clients, ensuring alignment with their risk tolerance and return objectives.
- Increased assets under management by consistently acquiring new high-net-worth clients through targeted marketing efforts and referrals.
- Identified clients' financial conditions and needs through financial planning analysis.
- Developed comprehensive financial plans for clients to achieve long-term objectives, such as retirement planning and education funding.
Executive Services Relationship Manager
E*TRADE / Morgan Stanley
03.2019 - 10.2023
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Financial Advisor
Merrill Lynch Wealth Management
06.2017 - 02.2019
- Provided information on accounts, insurance plans and diverse funds.
- Utilized diverse wealth management strategies to meet client objectives.
- Cultivated and strengthened relationships with new and existing clients.
- Partnered with local organizations to provide specialized support to diverse populations with unique needs.
- Worked with clients to assess and meet short- and long-term financial goal.
- Helped clients plan for and fund retirements using mutual funds and other options.
- Assessed clients' financial situations to develop strategic financial planning solutions.
- Met with clients to generate new business and negotiate contracts.
Private Client Banker
JP Morgan Chase
01.2014 - 05.2017
- Enhance relationship between new and existing clients with focus on high-net-worth clients.
- Working together with advisors, loan officers, and management to achieve better relations with clients and bringing outside funds over.
- Fulfilling everyday banking tasks and operations including: opening accounts (personal and business), assisting with maintenance, and assisting management.
- Met with clients to generate new business and negotiate contracts.
- Contacted potential clients to pursue sales and gather funds.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
Sales / Customer Accounts
GHS Interactive Security / G.E
11.2013 - 01.2014
- Door-to-door sales representative.
- My duties include selling customers home security products and services, creating customer relations and conversation, processing accounts, and covering multiple territories.
Sales and Marketing Director
Ikon Dental Design Laboratory
09.2013 - 11.2013
- In charge of networking and marketing lab services to Dental practices in the Bay Area.
- Create and execute marketing strategies for the lab.
- Creating sales and accounts with new Dental practices.
District Training Coordinator
The Walking Company
08.2002 - 08.2013
- Ran the top volume flagship store in the district / was also responsible for overseeing business operations for 3 other locations in the market area.
- Sales, Training, networking, payroll, scheduling, visuals, inventory, marketing, visual standards, upholding company standards and policies, hosting district conference calls on a weekly basis, leading presentations at Regional Manager conferences, staffing and recruiting.
- Created various selling and merchandising programs impacting bottom line performance.
- Improved operational standards, personnel moves, and merchandising strategies.
- Trained, coached and mentored staff to ensure smooth adoption of new program.
Education
Sound Engineering
Ex'pression College for Digital Arts
Emeryville, CA2005
Diablo Valley College
Pleasant Hill, CA2004
High School Diploma - General Education
Berkeley High School
Berkeley, CA2002
Skills
- Investment advice
- Wealth management
- Retirement needs
- Financial planning
- Strong customer relations
- Goal-oriented
- Meticulous attention to detail
- Strong interpersonal skills
- Practices due diligence
- Compliance, banking laws and regulations
- Leadership skills
- Goal attainment
- Effective leader
- Consistently meet goals
- Efficient multi-tasker
- Organized
Accomplishments
- Twice-Awarded MVP trophy for JPMorgan Chase National Sales Training Class
- Assisted in attaining over $15 Million in assets (Deposit and Investment) between 2014-2016
- Earned #1 volume market share position for the greater Seattle, WA area from 2011-2013
Affiliations
- KACF-SF: Korean American Community Foundation of San Francisco
- KAPS: Korean American Professional Society
- AKA-SF: Association for Korean Adoptees - San Francisco
- Asia Society Northern California
- Rotary Club of San Francisco
- ABL: Asian Business League
- Lamorinda Entreprenuers
Certification
Series 7 License
Series 66 License
Timeline
Wealth Management Advisor
TIAA
11.2023 - Current
Executive Services Relationship Manager
E*TRADE / Morgan Stanley
03.2019 - 10.2023
Financial Advisor
Merrill Lynch Wealth Management
06.2017 - 02.2019
Private Client Banker
JP Morgan Chase
01.2014 - 05.2017
Sales / Customer Accounts
GHS Interactive Security / G.E
11.2013 - 01.2014
Sales and Marketing Director
Ikon Dental Design Laboratory
09.2013 - 11.2013
District Training Coordinator
The Walking Company
08.2002 - 08.2013
Sound Engineering
Ex'pression College for Digital Arts
Diablo Valley College
High School Diploma - General Education
Berkeley High School
Series 7 License
Series 66 License
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