Rian Clark, CPFA

Rian Clark, CPFA

Data Management Supervisor

Followers of Rian Clark, CPFA340 followers
location of Rian Clark, CPFAPortland, Oregon, United States

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  • Timeline

  • About me

    Relationship Manager at The Standard

  • Education

    • LaSalle High School

      -
      Diploma, 1995

      Activities and Societies: Soccer Team, Tennis Team, National Honor Society, Band

    • University of Oregon

      -
      Bachelor of Arts (B.A.) Economics, 1999

      Minors in Mathematics and Political Science

  • Experience

    • MKG Financial Group, Inc.

      Jul 1999 - Jul 2003
      Data Management Supervisor
    • Beacon Rock Capital

      Jul 2003 - Mar 2004
      Operations
    • Western Pacific Investment Advisers

      May 2004 - Sept 2005
      Portfolio Adminstrator
    • Coldstream Capital Management

      Oct 2005 - Jul 2009
      Operations Associate
    • Standard Retirement Services

      Jul 2009 - now

      As a Business Systems Analyst, I was charged with performing tactical system analysis, administration & support, and creating tools and applications to meet business objectives, sometimes acting as a liaison to IT and/or third-party system vendors.I used deep subject matter and application expertise to lead and participate in the analysis and design of application business requirements and business processes as well as perform and/or coordinate testing efforts.In my role I researched, analyzed, and assisted with the resolution of issues within existing SIA applications, troubleshot and corrected complex errors, and performed data cleanup. I also identified and implemented best practices for SIA systems and processes, then advised and supported business users on those topics. Show less

      • Relationship Manager

        Apr 2015 - now
      • Business Systems Analyst

        Mar 2014 - Apr 2015
      • Financial Planning Associate

        Aug 2012 - Mar 2014
      • Senior Securities Assistant

        Jul 2009 - Aug 2012
  • Licenses & Certifications

    • Life Insurance Producer

      Oregon Insurance Division
    • Certified Plan Fiduciary Advisor (CPFA)

      American Retirement Association
    • Series 65

      FINRA (Financial Industry Regulatory Authority)
  • Volunteer Experience

    • Sustainability Committee Member

      Issued by Fruit & Flower Child Care Center
      Fruit & Flower Child Care CenterAssociated with Rian Clark, CPFA