Open to opportunities

Ryan 

Account Executive · Consultative sales with full-cycle closing capability · Financial modeling and analysis (Bloomberg Terminal certified)

San Diego, US
Book intro with Ryan
Account ExecutiveBusiness Development RepresentativeFinancial AnalystSales Development Representative
01 — Positioning

Where Ryan is headed.

Early-career finance professional transitioning from financial advisory into sales-driven roles, combining Bloomberg Terminal expertise and financial modeling with hands-on sales cycle management. Bilingual (English/Spanish) with proven ability to analyze funnel metrics and close high-ticket deals.

What Ryan brings
  1. 01Consultative sales with full-cycle closing capability
  2. 02Financial modeling and analysis (Bloomberg Terminal certified)
  3. 03Funnel metrics optimization (CPL, CAC, LTV)
  4. 04Bilingual communication (English/Spanish)
  5. 05Client needs assessment and tailored solution delivery
02 — Proof

The receipts.

Numbers first. Every metric below is something Ryan shipped or drove — not a claim, an outcome.

  • Proof 01
    Won campus investment competition demonstrating valuation and deal evaluation skills
    1st Place SDSU FIN 327 Investment Competition
  • Proof 02
    Built financial literacy programs and delivered tailored financial checklists while preparing clients for SIE and Series 7
    Financial advisor at Prudential Financial
  • Proof 03
    Lead consultative sales for high-ticket professional development programs with focus on CPL, CAC, and close rate optimization
    Full sales cycle ownership at Pypes LLC
  • Proof 04
    Learned to valuate pre-IPO companies and identify signals driving successful venture outcomes
    VCIC Venture Capital Competition
03 — Role fit

Operating range.

Where Ryan plugs in fastest — sorted from strongest fit to adjacent. Not a wishlist; a routing map.

  • primary fit
    Account Executive
    Entry-Level
  • primary fit
    Sales Development
    Entry-Level
  • secondary fit
    Business Development
    Entry-Level
  • secondary fit
    Financial Analyst
    Entry-Level