ryan pross

senior financial associate

About

Private Client Associate at Bernstein Private Wealth Management

Country

united states

City

atlanta

Industry

financial services

Skill

microsoft office, microsoft excel, microsoft word, windows, customer service, social media, java, risk management, financial analysis, business strategy, analysis, sas programming, document management, powerpoint

Experience

admissions assistant at university of alabama graduate school

ua office of information technology

2011-6 - 2013-5 · 2 yrs

Began work full time during the Summer of 2011, and continued to work part time throughout the school year until graduating in the Spring of 2013. Responsibilities included arranging and organizing files, assisting potential and current students obtain information, and cataloging student records in the University software.

associate consultant

management solutions

2013-11 - 2014-8 · 10 mos

Worked within the MIS division in Corporate Finance at BBVA Compass in Birmingham. Involved in the Comprehensive Capital Analysis and Review (CCAR) by providing assistance with risk data management, and the documentation of different loan schedules.

senior financial associate

oppenheimer & co. inc.

2018-8 - Present · 8 yrs 2 mos

senior client associate

j.p. morgan

2017-10 - 2018-8 · 11 mos

private client associate

bernstein private wealth management

2014-8 - Present · 12 yrs 2 mos

Provide Advisors with service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation. Act as liaison between Financial Advisors and clients while making sure that client needs are being met in an accurate, timely and supportive manner,