Chris Ryan, CFP®

Experience

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  Fiserv Securities

  May 2003 - Aug 2004

  Equity Trader

  • Created a program designed to monitor all daily transactions that were used by senior management.• Acted as an intermediary between customers and exchanges, including third markets, to ensure fair and timely transactions. • Daily tasks included NYSE and AMEX discrepancy reports, resolving order rejects, processing verbal orders for clients, facilitating best executions after the market closed, and managing client error accounts.

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  The Haverford Trust Company

  Aug 2004 - Apr 2007

  • Custody administrator for over $5 billion in assets, spanning over 3,000 accounts.• Communicated daily with investment managers, internally and externally, for trade coordination. • Served as the lone mutual fund trader while also establishing mutual fund accounts for client transfers.• Managed all daily net funding positions and local cash processing, including certificates of deposit. • Part of a two-person team responsible for IRA distribution tracking and end-of-year tax filing. • Managed corporate reorganizations, corporate actions, and corporate capital change. Show less

  • Trust Operations Administrator

    Mar 2005 - Apr 2007

  • Portfolio Accountant

    Aug 2004 - Mar 2005
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  Merrill Lynch

  Aug 2007 - Sept 2010

  Assistant Vice President - Specialized Fiduciary Officer

  • Managed over 600 retail domestic accounts with assets totaling USD $1B.• Worked in a dual role as the sole New Accounts Acceptance Officer for all Trusteed IRA accounts so that new accounts were released in a timely fashion, as opposed to distributed reviews.• Leveraged CFP knowledge acquired to advise and consult on high-level client matters and questions outside of the book of assigned clientele.• Managed all date-of-death asset valuations for the entire Trust Department.• Created training books of workflows for the department providing consistent training for new hires.• Provided fiduciary, regulatory, general tax, and other guidance to clients and Financial Advisors while ensuring compliance with governing instruments and regulatory requirements. • Proactively mitigated risk issues including un-invested cash, overdrafts, transaction posting, and trading.• Promoted every year since the date of hire. Show less

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  BlackRock

  Sept 2010 - now

  Senior Fixed Income Portfolio Manager

  • Reduced significant expendtures by using Aladdin ATX to tap into BlackRock portfolio and risk metrics for client sample creation removing the need for multiple individual Bloomberg and Reuters terminals.• Developed a “heat map” report that captures specific account level attributes which indicate when elements of a portfolio need attention. • Developed a Client Horizon Analysis showing the effect of interest rates on a client’s portfolio to assist clients in understanding the interest risk through a graphical report improving client education.• The Client Horizon Analysis was derived from using data from the BlackRock risk management system, created the user interface, and worked with the legal department to add all relevant disclosures.• Manages over $2B in multi-million-dollar bond portfolios for institutional and high-net-worth clients, delivering consistent performance and risk-adjusted returns. • Possesses deep expertise in bond markets, including corporate, sovereign, and municipal debt. • Presents strong skills in client services and presentation, communicating effectively with clients and stakeholders on portfolio strategy, performance, asset allocation, and market outlook. Show less