Ryan Doo

Experience

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  WealthCare Investment Partners, a Registered Investment Advisor ("RIA")

  Jun 2017 - Aug 2021

  Summer Intern

  Interned for financial planning company (WealthCare Investment Partners) the last 4 years. -I mostly did administration things such as Powerpoints, Organization of client personal information, and Client updates. We also had many different small projects such as sending updated reports to clients, performed reviews of client accounts, and researched fund fact sheets for the company- We had another intern this summer so I was sort of a mentor for her as I was able to walk her through projects I had done in previous years. We sat in on wholesaler meetings to get an understanding of that aspect as well.- Learned about the financial planning industry and how the behind the scenes of financial advisors. Show less

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  The Virtus Group

  Jun 2018 - Aug 2020

  Summer Internship

  Created and updated Personal Financial plans for clientsAssisted Operations Manager with financial analysis and reporting for client meetingsInput client data from Confidential Financial Questionnaire into E-Money (Financial Planning Platform) and Kwanti (Investment Portfolio Analytics) Managed Redtail system for individual client data

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  Navigant Credit Union

  Jun 2022 - May 2023

  Intern
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  John Hancock

  May 2023 - Sept 2023

  Retirement Plan Services

  Perform reconciliations and assemble records to support work. Assist department with implementation and launch of Axonify, a learning tool. Work with management to generate content, increase team interest and measure success.Identify and report trends to management. Contribute ideas for process improvement andComplete departmental educational courses to geared to building skills and a knowledge base on retirement plans.

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  Columbia Threadneedle Investments, US

  Jun 2024 - now

  Prepared to take my SIE, Series 7, and Series 66 license exams. - After passing this exams, taking inbound calls for customer services. - Continuing education with training programs about both Columbia Threadneedle and the products that we offer, as well the industry in general

  • Internal Advisor Consultant

    Oct 2024 - now

  • National Advisor Consultant

    Jun 2024 - Oct 2024