Ryan Patterson
Data Analytics Intern at Swingtide- Claim this Profile
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Bio
Patricia Shall
Ryan was extremely knowledgeable and a quick study for his role at CBIS. He worked on highly confidential projects where trust and confidentiality was required. The other trait that makes him stand out is responsibility. He had to manage his own hours including opening the office and closing/locking up. He had to meet tight deadlines that varied from day-to-day. There was never a time when we were concerned about him not being responsible enough to complete the projects or show up. He will serve as a true asset wherever he lands after college.
Patricia Shall
Ryan was extremely knowledgeable and a quick study for his role at CBIS. He worked on highly confidential projects where trust and confidentiality was required. The other trait that makes him stand out is responsibility. He had to manage his own hours including opening the office and closing/locking up. He had to meet tight deadlines that varied from day-to-day. There was never a time when we were concerned about him not being responsible enough to complete the projects or show up. He will serve as a true asset wherever he lands after college.
Patricia Shall
Ryan was extremely knowledgeable and a quick study for his role at CBIS. He worked on highly confidential projects where trust and confidentiality was required. The other trait that makes him stand out is responsibility. He had to manage his own hours including opening the office and closing/locking up. He had to meet tight deadlines that varied from day-to-day. There was never a time when we were concerned about him not being responsible enough to complete the projects or show up. He will serve as a true asset wherever he lands after college.
Patricia Shall
Ryan was extremely knowledgeable and a quick study for his role at CBIS. He worked on highly confidential projects where trust and confidentiality was required. The other trait that makes him stand out is responsibility. He had to manage his own hours including opening the office and closing/locking up. He had to meet tight deadlines that varied from day-to-day. There was never a time when we were concerned about him not being responsible enough to complete the projects or show up. He will serve as a true asset wherever he lands after college.
Experience
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Swingtide
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Business Consulting and Services
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1 - 100 Employee
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Data Analytics Intern
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May 2021 - Present
Perform research and gather data in efforts to develop Swingtide's CVLM platform "Tiri", attended professional development courses through Swingtide University. Perform research and gather data in efforts to develop Swingtide's CVLM platform "Tiri", attended professional development courses through Swingtide University.
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QOLity Tax Services
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United States
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Financial Services
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1 - 100 Employee
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Summer Intern
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May 2023 - Aug 2023
Observed and participated in various meeting types such as initial meetings, account reviews, and analysis delivery meetings. Learned the steps and processes behind preparing tax documents, proactive tax planning and how that fits into a clients overall financial situations. Gained an understanding of different investment options and strategies that integrate with how they manage their lifetime tax burden. Observed and participated in various meeting types such as initial meetings, account reviews, and analysis delivery meetings. Learned the steps and processes behind preparing tax documents, proactive tax planning and how that fits into a clients overall financial situations. Gained an understanding of different investment options and strategies that integrate with how they manage their lifetime tax burden.
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Creative Benefits & Insurance Solutions
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United States
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Insurance
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1 - 100 Employee
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Executive Assistant
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Jul 2018 - Aug 2020
Assisted benefits department with various tasks including assembling enrollment packets, tracking sales, and managing client/vendor database. Assisted benefits department with various tasks including assembling enrollment packets, tracking sales, and managing client/vendor database.
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Immanuel Lutheran Church & School-Macomb, MI
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United States
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1 - 100 Employee
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Volunteer
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Sep 2018 - Jan 2019
Helped lead a confirmation group at a local church. Was in charge of about 15 kids and assisted in discussions, readings, and handouts. Helped lead a confirmation group at a local church. Was in charge of about 15 kids and assisted in discussions, readings, and handouts.
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Education
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2020 - 2024
Concordia University Ann Arbor
Bachelor's of Science, Finance, General -
2016 - 2020
Lutheran High School North
High School Diploma
Community
