Rian Clark, CPFA

Experience

• 

  MKG Financial Group, Inc.

  Jul 1999 - Jul 2003

  Data Management Supervisor
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  Beacon Rock Capital

  Jul 2003 - Mar 2004

  Operations
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  Western Pacific Investment Advisers

  May 2004 - Sept 2005

  Portfolio Adminstrator
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  Coldstream Capital Management

  Oct 2005 - Jul 2009

  Operations Associate
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  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