Claims Adjuster High Net

Ryan P. Connors

** ******** ** #**, ******** Springs, NY 12866

518-***-**** ● *********@*****.***

Professional Experience

Sotheby’s Realty/Keller Williams, New Jersey/New York Feb 2013 - Present

Guided buyers and sellers in marketing and purchasing their properties under the right prices and best terms

Determined clients needs and financial suitability to propose appropriate suggestions

Performed comparative market analysis to estimate property values in a variety of areas

Mediated dealings between buyers and sellers ensuring professional conduct and honest exchange

Advertise properties through a varity of marketing techniques

Offit Capital, New York, NY Dec 2011- Aug 2012

Client Associate- Ultra High Net Worth

Worked directly with the CEO and partners of the firm to evaluate client investments and allocate funds based on investor profiles.

Supervised back office to ensure all trading activity, statements, and monthly performance reports were processed in an accurate and timely manner.

Prepared month-end reports and met with clients to present their financial packages.

Worked closely with the research department to ensure new opportunities in Private Equity, Hedge Funds, Mutual Funds and ETF's were presented to clients when relevant.

Part of the Investment Committee Team which met with brokers and fund managers looking to raise capital for new financial opportunities and ventures.

National Securities Asset Management September 2010-April 2011

Financial Advisor Representative

Worked with the Managing Director to develop asset allocation strategies for clients.

Identified leads by reviewing source information, including financial publications and social networking.

Called potential clients to qualify them based on specific financial criteria and investment horizons.

Presented strategy, asset class and security recommendations to senior management for client portfolios.

Lord Abbett LLC, Jersey City, NJ October 2007-January 2010

Institutional Portfolio Administrator

Calculated monthly market value of portfolio holdings.

Performed daily review of transactions, client statements, and index tracking portfolios.

Responsible for creation of monthly cash and asset reconciliation reports for managerial, custodial, and client review.

Experience working with domestic equities, government bonds, futures, options, corporate bonds, mortgage-backed securities, swaps and foreign currencies.

Bisys-RK Alternative Investment Services / Citi, Roseland, NJ May 2006 – October 2007

Portfolio Accountant/Client Services

Responsible for the daily calculations and reconciliation of all hedge fund transactions representing

approximately $4 billion in total assets.

Responsible for communicating cash positions to the investment advisor.

Developed an automated loading process for futures and options transactions to increase accuracy.

Worked closely with management to ensure all reporting was in compliance with SAS 70.

Education

Rider University, Lawrenceville, NJ May 2006

Degree: Bachelor of Science Major: Finance

Brother of Delta Sigma Pi and Zeta Beta Tau

Technical Skills:

Microsoft Professional, Adobe Suite, Bloomberg, PAM, Advent Geneva, Rezora, List Hub, Lead Router

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