Ryan Nelson

Experience

• 

  TD Ameritrade

  Jan 2001 - Jan 2003

  Client Service Representative
• 

  JPMorgan Chase & Co.

  Jan 2003 - Nov 2015

  Manage and support 14 retail branches with over 140 employees in the Arlington/Grand Prairie area. Previously managed districts in South Fort Worth and South Dallas areas. Primary responsibilities include growing overall branch profitability through customer acquisition, deepening relationships, and strong customer experience results while maintaining a strong controls environment. Additionally, manage and oversee staffing, career development & training of new and existing employees. Manage and support branch team (approx.15-20 direct reports) including Relationship Bankers, Assistant Branch Managers, Sales and Service Associates, and Tellers. Primary responsibilities include hiring, developing, and retaining top talent, overall deposit and investment balance growth, customer acquisition, banker productivity, as well as maintaining strong operational controls. Led multiple teams to top 10% national ranking in branch P&L.

  • District Manager, 1st VP

    May 2010 - Nov 2015

  • Branch Manager, VP

    Jan 2006 - May 2010

  • Relationship Banker, AVP

    Jan 2003 - Jan 2006
• 

  Block Advisors

  Jul 2016 - Nov 2022

  Regional District General Manager

  Manage and support 24 specialty tax offices throughout Texas and Louisiana focusing on complex tax situations, tax planning, IRS representation, and business services. Oversee over 250 Tax Professionals, Office Managers, and Client Service Professionals. Primary responsibilities include driving revenue and client growth, contribution margin management, overall P&L growth, recruitment and hiring of top tax advisors, and overall growth of brand recognition throughout the Texas-Louisiana markets.

• 

  Simmons Bank

  Nov 2022 - now

  Private Client Advisor II, VP