
Ryan Daniels

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About me
Owner | Financial Advisor
Education

Florida Institute of Technology
2014 - 2016Master of Business Administration (MBA)
University of North Carolina at Greensboro
2005 - 2009Bachelor of Music Performance
Experience

United States Army
Jan 2010 - Mar 2018Supervised a seven-member team responsible for all organizational marketing and media initiatives to include newspaper, radio, billboards, and direct marketing materials. Planned and administered quarterly developmental training for a 60-member organization and evaluated multi-organizational training events. Designed advertising to market organizational events using graphic design software. Advertising included newspaper, radio, and direct marketing materials. Assisted in the professional development and training of a five member team. Prepared two personnel for promotion boards resulting in both passing the board and one promotion. Developed and conducted training programs for a 60-member organization. Coached others in preparation for professional development training. Led an information management team in assessment, troubleshooting, and repair for organizational IT equipment. Created standard operating procedures for department to sustain operations in a high turn-over environment. Planned and conducted successive training for a 40-member organization culminating with a multi-unit training event. Mentored one person during on the job training resulting in acceptance into the organization. Coached two personnel in preparation for promotion evaluation board resulting in recommendation for both personnel. Processed finance and administrative actions for a forty member unit.
Director of Marketing & Media
Apr 2016 - Mar 2018Organizational Trainer
Feb 2016 - Jan 2017Marketing Specialist
Mar 2014 - Mar 2016Assistant Team Leader
Feb 2014 - Feb 2015Assistant Team Leader
Feb 2013 - Feb 2014Organizational Trainer
Feb 2012 - Jan 2013Human Resources Assistant
Jan 2010 - Jan 2013

Self Employed
Feb 2017 - Sept 2018Financial Services Professional
RFinances
Sept 2018 - nowOwner | Financial AdvisorPartners with businesses, community organizations and groups to provide educational workshops to teach the basics of money. Topics include budgeting, financial planning, insurances and investments and college savings. One on one financial coaching with a licensed advisor provides a personalized simple to follow plan to reach your goals and is updated as life changes.
Licenses & Certifications

Investments: Series 6, 63, 26, 65
FINRA
Residential Mortgage Loan Originator License
NMLS
Property and Casualty Insurance License
Pennsylvania Insurance Department
Life Insurance License
Pennsylvania Insurance Department
Languages
- enEnglish
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