As your BV Private Wealth Client Relations Manager, my passion is to create, build and support successful long-term relationships. With 10+ years of operational, executive, and financial expertise, I'm able to implement a high level of client support, communication, understanding, and issue resolution all while personally driven to supersede client expectations.
Being the primary point of contact for our team provides me with the opportunity and understanding to better serve our clients . By working closely with all departments, team members, outside specialists such as CPA's, attorneys, trustees, executors... I coordinate meetings, emails, and required documents to ensure a timely and effective resolution. Improving our client experience is always a goal and being a client advocate is one of my core responsibilities and one that I thoroughly enjoy!
Getting to know Ryan
Favorite Food: Pasta and bread
Favorite Quote: Be kind and make good choices
Favorite Holiday: Christmas
If Ryan could meet anyone, past or present, it would be: Lucille Ball
What motivates Ryan: Teaching my son to be a good and kind human
Favorite Book: Tuesdays with Morrie by Mitch Albom