Ryan Donelson
York
Summary
Business professional prepared for this role, bringing wealth of experience in strategic planning and operational management. Delivered impactful results through effective leadership and resource optimization. Focused on fostering team collaboration and achieving exceptional outcomes with adaptability and reliability. Skilled in financial management, strategic growth, and customer relations.
Overview
13
13
years of professional experience
Work History
Owner
Red Oak Financial
10.2024 - Current
- Developed client relationships through personalized financial planning and investment strategies.
- Analyzed market trends to provide tailored advice on wealth management and asset allocation.
- Managed operational workflows, ensuring compliance with regulatory requirements and internal policies.
- Implemented financial software tools to enhance reporting accuracy and streamline operations.
- Created marketing materials to promote services, increasing brand visibility within the community.
- Managed day-to-day business operations.
Director of Operations
Ilgenfritz Financial Group
09.2022 - 10.2024
- Streamlined operational processes to enhance efficiency and reduce costs.
- Developed and implemented performance metrics to monitor team productivity.
- Led cross-functional teams in strategic planning initiatives for service optimization.
- Managed vendor relationships, negotiating contracts to ensure service quality and compliance.
- Oversaw daily operations across multiple departments, ensuring seamless coordination and efficient execution of tasks.
Sales Agent
Cintas
01.2019 - 08.2022
- Developed and maintained strong client relationships to drive sales growth.
- Conducted product demonstrations to educate clients on service offerings.
- Collaborated with team members to optimize account management processes.
- Analyzed customer feedback to enhance service delivery and client satisfaction.
- Achieved top performer status within the company due to consistent high sales numbers.
Branch Manager
Wells Fargo
07.2012 - 12.2018
- Led branch operations, ensuring compliance with regulatory requirements and company policies.
- Developed strategic initiatives to enhance customer satisfaction and retention rates.
- Managed a high-performing team, providing coaching and mentoring to improve productivity.
- Implemented process improvements that streamlined workflows and reduced operational costs.
- Trained staff on new banking products and services, improving overall team knowledge and performance.
Education
High School Diploma -
Home School
Skills
- Customer relations
- Relationship building
- Verbal and written communication
- Strategic planning
- Marketing
Timeline
Owner
Red Oak Financial
10.2024 - Current
Director of Operations
Ilgenfritz Financial Group
09.2022 - 10.2024
Sales Agent
Cintas
01.2019 - 08.2022
Branch Manager
Wells Fargo
07.2012 - 12.2018
High School Diploma -
Home School