Summary
Overview
Work History
Education
Skills
Timeline
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Ryan Aiken

Fruita

Summary

Dedicated financial professional with a strong educational background and expertise. Committed to ongoing learning and development to make a positive impact in a fast-paced environment. Eager to tackle new challenges and deliver exceptional results.

Overview

13
13
years of professional experience

Work History

Wealth Management Operations Associate IV

Alpine Bank
09.2021 - Current
  • Help Pull audit material when Alpine Bank Wealth Management is undergoing an audit.
  • Communicate with custodians to ensure trades are correctly placed by deadline every day. If trades are placed incorrectly it can lead to a monetary loss for the bank.
  • Post Income daily (Dividends, Maturity’s, Corporate Actions, Interest Payments Etc.).
  • Facilitate new account documents and opening of new accounts (IRA’s, Agency’s, Trust’s and Estate’s).
  • Facilitate the transfer of assets incoming and outgoing (Any security traded on the OTC).
  • Put together transfer paperwork for Officer and Client signature, work with other firms to make sure assets are correctly Transferred over.
  • Process out assets to Contra Firms for clients that are leaving.
  • In charge of insuring all Cost Basis information is correctly entered into our system for clients transferring assets over In Kind. This is very important due to the tax implications if processed incorrectly.
  • Very knowledgeable in our Trust accounting system (GWES).
  • Answer questions daily from our Admin team.
  • Lots of communication between Trust Officers giving updates on projects related to our clients.
  • Complete Admin tasks involving changes made to Client accounts on our Trust Accounting System.

Universal Banker

Academy Bank
09.2020 - 09.2021
  • My duties include opening new accounts (checking, savings, CD’s, and MMA).
  • Filling out customer loan applications and submitting them to the underwriters.
  • Making sales calls to educate clients about the products and services offered.
  • Building relationships with clients through email and phone conversations to make sure their banking needs are met.
  • Along with performing the duties associated with being a Customer Service Representative, I am responsible for ordering currency and accepting money shipments into the vault.
  • I also balance my drawer and the vault every evening.
  • Other duties include opening and closing the branch and preparing various month end audit and inventory reports.

Golf Course Maintenance Worker

City of Grand Junction, CO | Tiara Rado Golf Course
05.2018 - 09.2020
  • Worked spring through fall while the golf course was open.
  • Duties included mowing and various jobs associated with maintaining the course.
  • Proficient in operating course related equipment including a skid steer loader.

Pro Shop Attendant

Conquistador Golf Course
03.2012 - 08.2017
  • Worked summers – I started working outside cleaning and doing simple maintenance on the golf carts and picking the range.
  • The last two summers there, I worked inside the Pro Shop in retail services and helping with the Junior Golf Program.

Education

Bachelor of Business Administration - Finance

Colorado Mesa University
Grand Junction, CO
05.2020

Skills

  • Organized
  • Punctual
  • Proficient with Microsoft Word and Excel
  • Knowledge of investing in the stock market
  • Experience with financial activities
  • NMLS license #2192846 (Not Up To Date, Inactive)
  • Notary Public

Timeline

Wealth Management Operations Associate IV

Alpine Bank
09.2021 - Current

Universal Banker

Academy Bank
09.2020 - 09.2021

Golf Course Maintenance Worker

City of Grand Junction, CO | Tiara Rado Golf Course
05.2018 - 09.2020

Pro Shop Attendant

Conquistador Golf Course
03.2012 - 08.2017

Bachelor of Business Administration - Finance

Colorado Mesa University

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Ryan Aiken