RYAN S. NAKATANI, CMT
951-***-**** (cell) ( *************@*****.***
SUMMARY
A highly accomplished and dynamic finance professional with a track
record of achievement in research, investment analysis, cash flow,
forecasting, budgeting, and variance analysis. An inspirational leader
who develops, encourages, and coaches others to reach their maximum
potential. A dynamic public speaker able to convincingly convey
complex ideas to others with little knowledge of a subject. An
enterprising team player who takes initiative and assumes
responsibility for multiple duties to achieve long-term company goals.
A forward-thinking innovator who introduces procedures to increase
productivity.
EXPERIENCE
DuaTech Global, Riverside, CA
Managing Director- Head of US Operations
Set up and operate new US Division to sell Google Drive Applications and
other technology products. Prospected and closed S&P 500 client within two
months of opening office.
ICMA RETIREMENT CORPORATION, Washington, D.C.
Retirement Plans Specialist
Performed retail sales to public sector employees. Developed and maintained
relationships with plan administrators as well as employees. Provided
investment guidance and education to employees of varying investment
sophistication. Assisted employees with enrollment, asset transfer, and
investment selection. Informed plan administrators of legislative,
taxation, and product changes.
. Qualified for company-wide performance award every year eligible.
. Increased assets under management from $120 million to more than $500
million in 13 years.
AMERIVET SECURITIES, INC., Los Angeles California
Vice President-Research
Developed and managed investment research department. Performed investment
research, prepared written recommendations reports, and transmitted
recommendations/target prices to clients and wire services. Analyzed past
financial data, forecasted individual company earnings, cash flow and
balance sheet projections, and established target pricing. Discuss
investment recommendations with clients to generate commission income.
. Developed/implemented procedures to analyze industries and companies
as investment opportunities.
. Managed firm's participation in IPO Syndicate.
LINTZ, GLOVER, WHITE & COMPANY, INC., Los Angeles, California
Vice President- Research
Served as a sell side analyst. Evaluated specific companies and targeted
industries for investment opportunities. Reviewed past industry and company
data, including income statements, cash flow, and balance sheet data.
Developed revenue, earnings, cash flow, and balance sheet projections.
Prepared and wrote recommendations for publishing and transmitted
recommendations to wire services and clients. Managed company's
participation in IPO syndicate. Developed and managed equity research
group. Assist sales desk.
ADDITIONAL EXPERIENCE
CORE LABORATORIES, INC., Houston, Texas, Technical Sales Representative
Developed and implemented regional sales and marketing plans, performed
sales visits to clients, and conducted follow-up visits. Developed sales
materials. Improved monthly sales from $70,000 to $220,000 in two years.
Improved overall profit center profitability from -$30,000 to $90,000 per
month in two years. Implemented plan to open San Diego market and achieved
sales of $10,000 per month.
Laboratory Manager, Supervised 15 laboratory and administrative personnel,
responsible for P/L's, and maintained profitability in soft market. Managed
quality control program. Developed operations and capital expenditure
budgets, and maintained budgetary compliance. Streamlined administrative
procedures saving over $60,000 per year.
Laboratory Supervisor, Supervised eight chemists and technicians. Scheduled
and prioritized workflow plans. Developed and implemented training program
for laboratory personnel. Oversaw development and implementation of tests
to determine sulfur in fuel/gas test analysis, generating income of
$200,000 per year.
ARCO PRODUCTS COMPANY, Los Angeles, California, Senior Laboratory
Technician Perform chemical and physical properties testing on final and
intermediary refinery products. Reorganized water waste testing laboratory
to make testing safer and more efficient, with program generating cost
savings exceeding $10,000 per year in addition to reducing injuries from
three to zero in one year. Developed and implemented training program and
trained ten technicians. Documented testing procedures and established
productivity enhancements to increase program proficiency and safety.
EDUCATION
PEPPERDINE UNIVERSITY, Malibu, California
M.B.A., Business
UNIVERSITY OF CALIFORNIA, Irvine, California
B.A., Economics
B.S., Chemistry (with American Chemical Society Certificate)
LICENSES
F.I.N.R.A. Series 7, General Securities License, F.I.N.R.A. Series 63,
State Securities License
F.I.N.R.A. Series 65, Registered Investment Advisor License
CERTIFICATIONS
Chartered Market Technician, Market Technicians Association
AFFILIATIONS
Member, Market Technicians Association
Member, Toastmasters International
COMPUTER SKILLS
Microsoft Office Suite, Google Drive and Apps, Bloomberg