RYAN GAUMOND
5 Page Road North Attleborough
Summary
Sales professional with proven track record in delivering top-notch support to sales teams and managing client interactions. Known for reliability and adaptability in dynamic environments, ensuring smooth operations and high client satisfaction. Skilled in sales administration, account management, and fostering collaborative team efforts.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Registered Sales Assistant
Equitable Advisors
11.2023 - Current
- Coordinated client appointments and maintained comprehensive scheduling systems.
- Provided administrative support by preparing documentation for client meetings.
- Collaborated with financial advisors to streamline client onboarding processes.
- Managed client communications through phone and email correspondence.
- Organized client files ensuring accuracy and confidentiality of sensitive information.
- Oversaw office administrative needs, including preparing presentations, coordinating materials, and handling correspondence.
- Answered customer questions to maintain high satisfaction levels.
- Answered incoming calls promptly and provided requested information accurately.
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
- Researched different investments for senior management and gave accurate details on the investments
- Conducted market research to identify trends, contributing to strategic planning discussions.
- Opened, updated, and closed customer accounts.
- Processed payments, transfers, and other transactions.
- Attended continuing education courses and workshops to gain additional finance and insurance industry knowledge.
- Ran weekly meetings to ensure tasks were on track for completion and to update team on current tasks
Bank Teller
BankNewport
08.2022 - 11.2022
- Worked well in team environment as well as independently
- Worked with teams to support goals and build experience
- Learned tenets of professional office behavior and thoughtful collaboration
- Shadowed staff and learned advanced work
- Participated in research to support goals and objectives of employer and assigned team
- Compiled, modeled and reported on data for staff members as directed
- Sat in on meetings, took detailed notes and brainstormed with team members on ways to solve problems
- Developed understanding of policies, procedures and processes
- Prepared administrative and financial reports
- Built professional working relationships with peers and supervisors
- Conducted research and presented findings to leadership
- Served customers by completing account transactions
- Provided account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits
- Answered questions in person or on the telephone and referred customers to other bank services as necessary
- Recorded transactions by logging cashier’s checks, traveler’s checks, and other special services
- Completes special requests by closing accounts, taking orders for checks, completing safe-deposit box procedures, and providing special statements, and copies
- Reconciled cash drawer by proving cash transactions, counting and packaging currency and coins
- Maintained supply of cash and currency and turns in excess cash and mutilated currency to head teller
- Maintained customer confidence and protected bank operations by keeping information confidential
- Contributed to team effort by accomplishing related results as needed.
Finance Intern
Equitable Advisors
04.2021 - 08.2021
- Analyzed financial data to support investment strategies and client recommendations.
- Assisted in preparing comprehensive financial reports for client meetings.
- Maintained accurate records of client interactions and financial transactions.
- Engaged in training sessions to improve knowledge of financial products and services.
Landscaper
Sharon MA
03.2020 - 06.2020
- Maintained landscape aesthetics by trimming shrubs and mowing lawns regularly.
- Operated landscaping equipment to perform tasks efficiently and safely.
- Assisted in planting flowers, trees, and shrubs according to design plans.
- Collaborated with team members to complete projects within scheduled timelines.
Camp Counselor
Everwood Day Camp
05.2019 - 07.2019
- Supervised daily activities for campers, ensuring safety and engagement.
- Planned and led recreational games that promoted teamwork and communication skills.
- Assisted campers with personal needs, fostering a supportive environment.
- Implemented camp policies, maintaining order and discipline among participants.
- Organized special events, enhancing camper experiences through creative programming.
- Collaborated with staff to develop age-appropriate activities for diverse groups.
- Communicated effectively with parents regarding camper progress and well-being.
- Engaged children in arts and crafts, singing, sports activities, games and field trips while maintaining safe environment.
Education
Bachelor of Science - Financial Management
Salve Regina University
Newport, RI05.2023
High School Diploma -
North Attleborough High School
Attleborough06.2019
Skills
- Microsoft Office
- Effective time management
- Adaptability
- Fast learner
- Financial operations support
- Highly organized and efficient
- Interpersonal communication
- Digital archiving
- Data evaluation
- Client onboarding processes
- Client appointment coordination
- Document preparation
- Team collaboration
- Presentation preparation
- Account opening
- Customer service
Certification
- Massachusetts Life, Accident, and Health Insurance Licenses
- SIE
- Series 7
- Series 63
- Series 65
References
REFERENCES
- Joshua Paradis, 401-640-0604 Equitable Advisors joshua.paradis@equitable.com
- Joshua Bublitz, 401-323-3531 Equitable Advisors joshua.bublitz@equitable.com
- Roxanne Dolan, 401-884-7292 Equitable Advisors roxanne.dolan@equitable.com
Timeline
Registered Sales Assistant
Equitable Advisors
11.2023 - Current
Bank Teller
BankNewport
08.2022 - 11.2022
Finance Intern
Equitable Advisors
04.2021 - 08.2021
Landscaper
Sharon MA
03.2020 - 06.2020
Camp Counselor
Everwood Day Camp
05.2019 - 07.2019
Bachelor of Science - Financial Management
Salve Regina University
High School Diploma -
North Attleborough High School