Ryan Callan

Paraplanner at Pettinelli Financial Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Menlo Park, California, United States, US

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Credentials

  • Series 66 - FINRA
    FINRA
    Jun, 2022
    - Nov, 2024
  • S7TO - General Securities Representative Examination
    FINRA
    Feb, 2022
    - Nov, 2024
  • SIE - Securities Industry Essentials Examination
    FINRA
    Sep, 2021
    - Nov, 2024
  • Insurance Producer (Accident & Health or Sickness, Life)
    California Department of Insurance
    Sep, 2022
    - Nov, 2024

Experience

  • Pettinelli Financial Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Paraplanner
      • Jun 2021 - Present

  • NORTHERN STAR MILLS INC
    • United States
    • Warehouse Associate
      • Sep 2020 - May 2021

      o Operate the company truck and forklift while working in Warehouse.o Ring customers up on the cash register.o Stock the shelves in the front of the store from pallets and maintain cleanliness in the warehouse.o Assist customers with their questions and move their products to their vehicle. o Operate the company truck and forklift while working in Warehouse.o Ring customers up on the cash register.o Stock the shelves in the front of the store from pallets and maintain cleanliness in the warehouse.o Assist customers with their questions and move their products to their vehicle.

  • Pettinelli Financial Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Intern
      • Jun 2018 - Dec 2019

      o Intern, provide support to coworkers while learning financial planning.o Maintain client relations during in office counseling sessions.o Operate and make edits on CRM service SmartOffice.o Work on a team that provides wealth management services to clients.o Organize and market events to current and potential clients. o Intern, provide support to coworkers while learning financial planning.o Maintain client relations during in office counseling sessions.o Operate and make edits on CRM service SmartOffice.o Work on a team that provides wealth management services to clients.o Organize and market events to current and potential clients.

  • Wizbots
    • United States
    • Consumer Services
    • 1 - 100 Employee
    • Junior Camp Couselor
      • Jun 2015 - Aug 2016

      o One of two junior councilors. Oversaw children and taught them how to code using Java, how to build robots, and how to present their projects in a scientific manor.o Organize and execute physical and mental activities for the campers to participate in. o One of two junior councilors. Oversaw children and taught them how to code using Java, how to build robots, and how to present their projects in a scientific manor.o Organize and execute physical and mental activities for the campers to participate in.

Education

  • California State University, Chico
    Bachelor of Business Administration - BBA, Finance, General
    2017 - 2021
  • Facultad de Ciencias Económicas y Empresariales de la Universidad del País Vasco (UPV/EHU)
    Spanish and Finance
    2020 - 2020

Community

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