Ryan Eubank

Regional Consultant at Sage Advisory
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Contact Information
us****@****om
(386) 825-5501
Location
Austin, Texas Metropolitan Area

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Credentials

  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    Texas Department of Insurance
    Jul, 2016
    - Nov, 2024

Experience

  • Sage Advisory
    • Investment Management
    • 1 - 100 Employee
    • Regional Consultant
      • Jun 2022 - Present

  • SALI Fund Services, a JTC Group Company
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Operations Analyst
      • Oct 2020 - Jun 2022

  • Spectrum Catering, Concessions and Special Events
    • Hospitality
    • 1 - 100 Employee
    • Venue & Festival Accountant
      • Nov 2019 - Mar 2020

      •Travel to golf tournaments, music festivals, and other events to perform financial reporting and record keeping •Manage high volume of cash transactions, POS system troubleshooting, and customer service issues in a fast-paced setting •Perform weekly accounting responsibilities for several music venues throughout the United States •Travel to golf tournaments, music festivals, and other events to perform financial reporting and record keeping •Manage high volume of cash transactions, POS system troubleshooting, and customer service issues in a fast-paced setting •Perform weekly accounting responsibilities for several music venues throughout the United States

  • Frost
    • Financial Services
    • 700 & Above Employee
    • Personal Banker II
      • Aug 2017 - Nov 2019

      • Build numerous client relationships while providing superior customer service • Develop book of business and assist select customer’s with account management • Educate customers and potential clients on products and services to increase company revenue • Work with wealth management and commercial lines of business to best meet customer needs • Serve as a loan officer to new and existing clients. Assists with application, funding, renewals, and loan documentation • Perform teller duties Show less

  • The Funky Door Wine Bar, Inc.
    • United States
    • 1 - 100 Employee
    • Server
      • Jul 2015 - Dec 2016

      • Specialized in customer needs in an upscale setting • Specialized in customer needs in an upscale setting

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Representative Intern
      • May 2016 - Aug 2016

      • Identified clients financial security needs and implemented solutions to achieve goals • Worked in a team setting to develop solutions for personal, family, or business needs • Identified clients financial security needs and implemented solutions to achieve goals • Worked in a team setting to develop solutions for personal, family, or business needs

Education

  • Texas Tech University
    Bachelor of Science - BS, Personal Financial Planning
    2011 - 2016

Community

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