Senior Efficiency Consultant @ (November 2012 - June 2015)
Senior Trainer, Institutional Services @ (August 2010 - November 2012)
Service Center Representative 360 @ (October 2009 - August 2010)
AE and IAS Service Center Representative @ (May 2007 - October 2009)
Financial Specialist @ (January 2004 - January 2007)
Financial Specialist @ (January 2004 - December 2007)
Business and Retail Banking Financial Support @ (January 2000 - January 2003)
Ryan McClain Education
University of North Carolina at Charlotte
BA (English)
1996-2001
Ryan McClain Skills
FINRA Series 6
FINRA Series 63
Training & Development
Customer Service
Client Relationship Building
Problem Solving
Highly Adaptable
Customer Focus
Series 63
Customer Oriented
Series 7
Series 6
Adaptation
Financial Services
Employee Training
Strategic Financial Planning
CRM
Leadership
Training
Listening to customers
Program Management
Sales
Banking
Salesforce.com
Mutual Funds
Finance
Management
Financial Planning
Retirement Planning
Wealth Management
Investments
Microsoft Office
Training and Development
Microsoft Excel
Business Analysis
Customer Relationship Management Crm
Marketing
Public Speaking
Strategy
Customer Relationship Management
Ryan McClain Summary
Ryan McClain, based in Charlotte, NC, US, is currently a Growth Partner at LPL Financial. Ryan McClain brings experience from previous roles at LPL Financial. Ryan McClain holds a 1996 - 2001 BA in English @ University of North Carolina at Charlotte. With a robust skill set that includes FINRA Series 6, FINRA Series 63, Training & Development, Customer Service, Client Relationship Building and more. Ryan McClain has 6 emails and 4 mobile phone numbers on RocketReach.
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