Financial Analyst Wealth Management

Ryan Honberger

***********@*****.*** – 717-***-****

EDUCATION

Millersville University of Pennsylvania Millersville, PA

Lombardo College of Business B.S. in Finance May 2025

EXPERIENCE

Roseville Wealth Management Group York, PA

Wealth Management Intern May 2023 – Present

Assists in building financial plans for clients and managing future hypothetical market situations

Utilizes Microsoft Excel spreadsheets to manage, update, and organize client information

Demonstrates knowledge of financial statements, asset allocation models, and tax documents

Partakes in Advisor-Client meetings with a wide range of unpredictable situations

Effectively supports Financial Advisors maintain high quality client relationships by handling forms of analysis, planning, and organization

Ephrata Recreation Center Ephrata, PA

Building Supervisor Nov. 2022 – Jan. 2024

Provided a competent environment by overlooking all fitness operations

Ensured safety among all members by identifying hazards, providing exercise training, and conducting periodic reviews to ensure precautionary measures were in place

Assisted in the planning, scheduling, and promotion of community and fitness events

Established and enforced rules for behavior, procedures, and policies to maintain order among children

INVOLVEMENT

The Marauder Fund – Millersville University of PA

Senior Analyst Jan. 2024 – May 2025

Served as Senior Analyst within the Finance & Real Estate sector of the student-led fund

Facilitated in the voting process among other members of the fund’s portfolio management team

Collaborated with Finance & Real Estate team to research companies within the sector, perform analysis, present investment ideas, and conduct stock pitches

Effectively networked with industry professionals and alumni working in financial fields

SKILLS

-Exceptional interpersonal skills with the ability to build and maintain relationships

-Considerable knowledge of financial planning, investments, and asset allocation

-Able to perform within a fast-paced, changing environment

-Strong problem-solving skills with ability to provide optimal solutions

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