As a Senior Client Service Specialist, Ryan supports clients and advisors through a broad range of service and operational responsibilities. Duties include processing account openings and transfers, handling money movements, preparing client documentation, coordinating with custodians, accountants, and other professionals, and maintaining client records and internal systems.
He manages workflows associated with client onboardings, review meetings, and estate-related processes, prepares reports and supporting documentation, and may attend client meetings in a technical or support capacity. Additional responsibilities include participating in special projects, supporting compliance-related testing activities, maintaining training materials, and assisting with the onboarding and training of team members.
What sparked your interest in financial planning? What fuels you every day in your work?
I found an enjoyment in helping people understand finances. When I am able to teach someone anything about the finance world, it makes me feel accomplished.
What do you feel is a strength that you have?
Very Outgoing and able to speak to strangers as if they are long time acquaintances.
What do you enjoy most about working at Modera?
Everyone is very nice and accepting. I feel confident to ask questions, even from someone I may not have met yet.
Where did you grow up? Where do you live now?
I Grew up in the suburbs of Philadelphia (Levittown PA). Moved to Falls Church VA about 4 years ago.
When you’re not working you’re…?
I have a drone photography business that I work on most weekends.
What’s a destination in the world that you aspire to visit?
I plan to visit Italy. Mainly Sicily because my grandmother was from that region.
How do you caffeinate?
A ton of coffee, all day!
Devry University,
Computer Science and Technology
Volunteer for the Lost Dog and Cat Shelter.
