RONALD LEE RYAN II

713-***-**** www.linkedin.com/in/Ronald-Lee-Ryan-II adm32p@r.postjobfree.com

SUMMARY

Broad and diverse background across the Investments industry with specialized knowledge in Public Fixed Income, Equity and Real-estate. Experienced as a Portfolio Manager for internal portfolios as well as external Asset Managers for public entities and corporate ERISA-based Defined Benefit and Defined Contribution Plans, “buy-side” and “sell-side” Trader, Client and Client Servicer for a variety of clients and product vehicles.

Portfolio Manager, Trading, Client Servicing experience Negotiated Investment Management Agreements

Leader and Manager of Client Onboarding Process Prepared/Conducted Client and Board Presentations

Designed and Implemented Workflow Solutions

Managed Internal Client Database and Infrastructure

Managed RFP, RFI and DDQ Functions

Bloomberg, FactSet, Salesforce experience

PROFESSIONAL EXPERIENCE

METLIFE INVESTMENT MANAGEMENT (acquired Logan Circle Partners July 2019) Philadelphia, PA 2014 – Present Director - Client Services Group (2015-Present)

Global dynamic leader of client service, reporting and on-boarding with the reputation for exceptional client service, strategic leadership and retaining team talent for a diverse and sophisticated client base with over $650 billion in AUM. Broad experience building and streamlining teams and functions, collaborating and building strong relationships across internal and external third-party teams while implementing controls and governance.

Managed team of professionals responsible for client onboarding, client service and reporting for current and prospective institutional clients across the Public Fixed Income asset class and multiple investment vehicle types.

Responsible for coordinating a variety of project work streams with multiple stakeholders across the organization (e.g. Portfolio Management, Legal, Compliance, middle-office Operations, Sales & Relationship Management, etc.) and ultimately accountable for successful delivery of the client account onboarding process. Once completed, ensured successful handoff to the Client Service Group (CSG) staff assigned to the ongoing servicing of the client.

Partnered with Portfolio Management, Marketing and Distribution Support colleagues to create and update a strong, consistent suite of product marketing, client-service and portfolio reporting materials.

Collaborated with Portfolio Managers, Marketing and Distribution Support to create/improve RFP language, assist on/review RFPs, and responses to specific Advisor, Consultant and client inquiries and Due Diligence Questionnaires.

Served as first point of contact for Marketing team, Advisors, Consultants and direct institutional clients for specific ad- hoc inquiries on various Fixed Income strategies, products and investment vehicles.

Participated in the negotiation of Investment Management Agreements, fee schedules and investment guidelines.

Responsible for the oversight, quality control and review of prospecting decks, fact sheets, product and portfolio overviews, internal CRM data sources (i.e. Salesforce) and accuracy of database information. Client Portfolio Manager/Specialist (2014 - 2015)

Assisted CEO and Fixed Income Portfolio Managers in gathering data, performance attribution and risk analysis.

Worked directly with CEO, COO and Portfolio Managers to discuss business strategy, product development and lineup of investment services that considered clients’ evolving needs.

Member of Asset Allocation, MFN and Composite Committees. SHELL OIL COMPANY – SHELL PENSION TRUST Houston, TX 2002 – 2014 Investment Manager (2006 - 2014)

Responsible for strategy development and the proposal of Asset/Liability studies, the hiring, monitoring and termination of external investment management firms and overall performance of a multi-asset class ERISA-based Defined Benefit and Defined Contribution plans.

Responsible for strategy development, management and execution for $10 billion ERISA Pension Plan.

Responsible for due diligence of underlying external Fund managers within $10 billion 401K Plan.

Developed, executed, and established controls for the Plans derivatives activities.

Manager of futures program including cash equitization, synthetic rebalancing and beta hedging.

Responsible for analysis, selection and management of external managers for the Shell Pension Trust.

Responsible for management of securities lending program.

Responsible for identifying, developing and implementing alpha producing strategies for the Trust.

Additional responsibilities include developing policies and/or procedures to ensure that the Trust’s investments are properly managed and controlled to meet alpha and tracking error targets. Fixed Income Portfolio Manager (2003 - 2006)

Portfolio Manager for the Shell Retirement Funds - America’s ERISA-based Defined Benefit and Defined Contribution Plans. Managed internally a core style Fixed Income portfolio vs. the Bloomberg-Barclays Capital U.S. Aggregate Index as well as multiple cash-based, short-duration Fixed Income portfolios.

Responsible for the execution and performance results for $900 million internal Fixed Income portfolio.

Responsible for the management of a $110 million synthetic enhanced Equity S&P 500 index portfolio.

Designed, implemented, and management of a $100 million portable alpha strategy. Fixed Income Analyst (2002 - 2003)

Assisted Fixed Income Portfolio Managers in gathering data, conducted “what if” scenario analysis, execution of trades and overall risk assessments of the internally managed Fixed Income portfolios for the SPT’s Defined Benefit Plan. COMMONWEALTH OF KENTUCKY Frankfort, KY 1998 – 2002 Financial Analyst (1998- 2002)

Specialized in managing Mortgage-Backed Securities (“MBS”), Collateralized Mortgage Obligations (“CMO”), Asset- Backed Securities (“ABS”) held in the Commonwealth’s General Account investment portfolios (Money Market, Intermediate and Long-Term Portfolios).

EDUCATION

Bachelors in Business Administration – Finance, The University of Iowa, Iowa City, Iowa

Funded 100% of all college expenses as member of the University of Iowa Hawkeye Football Team by earning NCAA Collegiate Scholarship.

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