Deep Enrich
Ryan O'Toole
Busser
556 followers
Waltham, Massachusetts, United States
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About me
Client Relationship Associate at Wealth Planning Resources, LLC
Education
Waltham Sr High School
2016 - 2020High School DiplomaActivities and Societies: Member of the National Honor Society, Player on the varsity lacrosse and hockey teams, Member of the Italian Club
Bentley University
2020 - 2023Bachelor of Science - BS Finance, General
Bentley University - McCallum Graduate School of Business
2022 - 2024Master of Science - MS Finance, General
Experience
La Campania
Dec 2021 - Aug 2022Busser• Interact and coordinate with service staff to ensure effective customer service• Apply multi-tasking and time management skills to efficiently perform various service tasks• Implement strong communication skills with staff and customers
DXL Group
Jun 2022 - Aug 2022Finance Intern• Collaborated with Accounts Payable department to process and generate invoices• Worked with Finance and Sales Audit teams to develop future quarter financial forecasts• Assisted Real Estate team by distributing monthly rent checks to branches across the U.S
B. Riley Financial
Jun 2023 - Aug 2023Financial Analyst• Utilized company-provided data to identify important financial trends and drivers of liquidation values • Handled recent and past appraisals to produce company-specific information and relevant industry data • Engaged in cross-company management calls to review internal analyses and rectify discrepancies
Wealth Planning Resources, LLC
Oct 2024 - nowClient Relationship Associate
Licenses & Certifications
Securities Industry Essentials (SIE)
FINRAFeb 2025- View certificate
Advanced Persuasive Selling: Persuading Different Personality Types
LinkedInSept 2021
Bloomberg Market Concepts
Bloomberg LPOct 2021- View certificate
Sales Strategies and Approaches in a New World of Selling
LinkedInSept 2021 - View certificate
Persuasive Selling
LinkedInSept 2021
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