Ryan Van Blarcom, MBA
Wealth Manager at Annex Wealth Management- Claim this Profile
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Bio
Experience
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Annex Wealth Management
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United States
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Investment Management
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100 - 200 Employee
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Wealth Manager
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Jan 2023 - Present
Milwaukee, Wisconsin, United States
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Wealth Management Associate
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Aug 2021 - Jan 2023
Milwaukee, Wisconsin, United States
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U.S. Bancorp Investments, Inc.
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United States
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Financial Services
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400 - 500 Employee
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Structured Finance Cash Analyst
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Nov 2018 - Jul 2021
Boston, Massachusetts • Worked extensively with the relationship managers to ensure that payments were processed correctly during the heavy quarter end period • Manage a portion of the education sector portfolio by evaluating available funds to create an investment strategy report which is shared with management • Oversee client relationships for a portion of the educational sector. Beyond this I provide client support by delivering personalized content regarding… Show more • Worked extensively with the relationship managers to ensure that payments were processed correctly during the heavy quarter end period • Manage a portion of the education sector portfolio by evaluating available funds to create an investment strategy report which is shared with management • Oversee client relationships for a portion of the educational sector. Beyond this I provide client support by delivering personalized content regarding their payment process and schedules to optimize fund efficiencies • Developed a model for cash automation that is utilized department wide • Handled the onboarding process for new team members to the Global Structured Finance Department. Instructed them on team processes and applications utilized day to day • Facilitate monthly meetings to collaborate with teams in strategic business hubs across the country to ensure that client payment processes are completed timely and appropriately Show less
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Stifel Financial Corp.
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United States
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Financial Services
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700 & Above Employee
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Financial Planning Intern
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Aug 2018 - Sep 2018
Mankato, MN • Supported financial advisors in financial planning activities by reviewing client holdings, discussing portfolio rebalancing, and assessing possible liquidity events. • Consolidated financial information provided by financial advisors and implemented it into wealth management plans for clients. • Updated dividend strategy model and researched potential equity additions. • Participated in client meetings to offer advice on wealth management when needed.
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McDonald's
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United States
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Restaurants
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700 & Above Employee
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Supervisor/Crew Member
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May 2010 - Jul 2018
Mankato, MN • Understanding the basics of hard work. • Handled currency and credit transactions. • Took the initiative and found extra work that needed to be done. • Worked diligently in a fast-paced environment while maintain high standards.
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Waiter
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Aug 2015 - Apr 2018
Duluth, MN • Developed excellent communication skills. • Understanding the value of working within a team. • Ability to work in a fast-paced environment.
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Marketing Internship
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Feb 2017 - Apr 2017
Duluth, MN • Assisted the marketing director in the creation of 2017 Grandma’s Newsletter which was distributed throughout all of Canal Park. • Interviewed “Customer of the Year” for information which was later used in the Grandma’s Newsletter. • Contacted businesses about purchasing advertisement space. • Recorded clients advertisement dimension requests and payment amounts.
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ASPEN RIDGE LAWN & LANDSCAPE LLC
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United States
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Technician
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Apr 2015 - Aug 2015
Rapid City, SD
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Education
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Capella University
Master of Business Administration - MBA, Accounting and Finance -
University of Minnesota Duluth
Bachelors, Finance, General -
Loyola Catholic Schools
High School Diploma