Ryan Lynsky

Experience

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  Wells Fargo

  May 2016 - Feb 2021

  ● Passed Security Licensing Exams (Series 7, Series 65, Series 63, Series 6, and Life Insurance) first attempt, scores ranging 80%-96%, with no previous Securities industry experience. Due to extremely high failure rates, the program started with over 250 people and had less than 30 by the final exam, many of whom were from previous groups and taking the exam for the 2nd time. ● Successfully accomplish primary role objective of client acquisition and retention for Wealth Management group by leveraging extensive product knowledge and positive rapport to identify my client’s complex financial needs and build customized teams to help my customers achieve their financial goals● Partner with multiple business channels to support wider consumer and business financial needs and achieve bank growth goals● Perform outreach to leads through daily outbound phone calls, setting appointments for financial reviews Show less

  • Licensed Personal Banker

    Jul 2018 - Feb 2021

  • Personal Banker

    Jan 2017 - Jul 2018

  • Bank Teller

    May 2016 - Jan 2017
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  Blue Luna LLC

  Jun 2017 - now

  Co-Founder

  ● Lead Project Manager overseeing daily operations, online channels, marketing, and E-commerce technologies, as well as goal setting and forecasting● Jump-started stalled growth and expansion, pioneering our digital platform by personally creating, developing, building, and refining all landing pages, advertisements, our website and a membership site as well as overseeing the email marketing strategy, social media initiatives and all software integration and automation. Resulting in successfully transitioning the psychotherapy practice from brick and mortar to entirely online.● I addressed difficulty increasing return on investment (ROI) by overseeing daily operations, online channels, marketing, and goal setting. I assisted with the content creation, development, and delivery for 5 PDF guides, 2 virtual workshops, and 2 online courses in response to market research, as well as successfully launching a 1-on-1 coaching program. ● By monitoring analytics and market response, I refined the copywriting for landing pages, advertisements, email campaigns, and sales videos, increasing our average email open rates to 15% and our landing page conversion rates to 47.5%. I then designed and implemented 2 lead nurture campaigns along with a pre/post call campaign to drive sales call attendance and generate revenue, resulting in an 8783% increase in sales from $197 in 2017 to over $17,500 in 2021.● Executed new CMS initiative by personally creating, designing and implementing a project management program using Monday.com and WordPress● As Social Media Marketing Manager I utilized ad analytics to decrease our Cost Per Click from $1.51 to $0.18● Successfully transitioned CRM platform from Clickfunnels to Infusionsoft to meet more complex business needs● Actively monitor ad analytics and market research to assist with and refine copywriting for landing pages, webpages, advertisements, email campaigns, product launches, sales videos, and sales pages Show less

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  SoFi

  Feb 2021 - Mar 2022

  Investment Specialist

  ● Provided the highest caliber customer service to increase customer retention, product understanding and service satisfaction while abiding by federal law and compliance requirements, achieving an average quality assurance evaluation score of 99.25% over 1 year. ● Effectively completed customer interactions in an average of 7.5 minutes while addressing current needs, completing additional research, and scheduling follow-up calls when appropriate, resulting in my meeting or exceeding NPS threshold expectations every quarter.● Thoroughly and efficiently completed customer application approvals, identification and document reviews, and outbound email follow-up on rejected account transfers while averaging 40 tasks per hour 2 quarters in a row. Show less

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  GoldenPrime Services

  Oct 2022 - Dec 2023

  Licensed Insurance Agent
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  MPI® Unlimited, LLC

  Jan 2023 - now

  • Retirement Planner

    Jan 2023 - now

  • Retirement Planner with MPI Unlimited

    Jan 2023 - Jan 2023
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  Compound My Business

  Apr 2023 - now

  Founder