Ryan Hamilton

Experience

• 

  CVS Pharmacy

  Aug 2007 - Sept 2012

  Pharmacy Lead Technician

  Inventory Management, Scheduling, Customer Service, Training

• 

  Novant Health Presbyterian Medical Center

  Jul 2012 - Jul 2014

  Pharmacy Tech II

  Created Medication Reconciliation Role, Patient Interviews, Sterile Compounding, Scheduling

• 

  LPL Financial

  Jul 2014 - now

  Provide higher level of service by taking ownership of situations from advisors and following through until completion. Detailed follow up with advisors as both points of education and assistance to take of stress of complicated task for high performing advisors. Provide full service support for financial advisors working in the field. Procedural assistance with:- opening accounts - money in and out including ACH, wires checks, and check writing- ACAT and Non-ACAT transferExperienced in opening trust accounts, estate, and QRP plans.In addition to servicing our end client, the financial advisor, I also worked as a peer coach training new hires on the team serving to bridge the gap for the unique set of rules for the AXA team.

  • AVP, Business Transitions - LPL Strategic Wealth Services

    May 2021 - now

  • Senior Business Consultant

    Mar 2019 - May 2021

  • Associate Wealth Management Consultant

    Apr 2017 - Mar 2019

  • AXA Service Center Team Lead

    Feb 2016 - Apr 2017

  • Service360 Team 10 Representative

    Oct 2015 - Feb 2016

  • AXA Financial Service Representative

    Jul 2014 - Oct 2015