Ryan Cardona
Chicago
Summary
Experienced Wealth Advisor with 10 years working with high net worth clients on comprehensive wealth plans, investment strategies, and lending/deposit solutions. Proven ability to grow assets under management through proactive business development, cross‑functional relationship building, and exceptional client service.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Associate Client Investment Officer, OCIO
Northern Trust
Chicago, IL
08.2022 - Current
- Conducted due diligence on investment opportunities to ensure alignment with client objectives.
- Analyzed market trends and economic indicators to inform strategic investment decisions.
- Prepared comprehensive reports detailing portfolio performance and risk assessments for stakeholders.
- Collaborated with cross-functional teams to optimize investment strategies and enhance client satisfaction.
- Monitored compliance with regulatory requirements, ensuring adherence to industry standards and best practices.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
Options Support Representative
Robinhood Markets
Chicago, IL
01.2022 - 07.2022
- Analyzed customer feedback to identify trends, driving enhancements in service quality and efficiency.
- Monitored support ticket resolutions to ensure adherence to service level agreements (SLAs).
- Implemented best practices for troubleshooting common issues, reducing resolution time significantly.
- Maintained high levels of customer satisfaction with proactive follow-ups and clear communication.
- Collaborated with cross-functional teams to identify and resolve recurring product issues.
Client Service Associate
JPMorgan Chase
Chicago, IL
06.2021 - 01.2022
- Delivered exceptional client service by addressing inquiries and resolving issues promptly.
- Facilitated account management processes through accurate data entry and system updates.
- Collaborated with team members to streamline workflows and enhance customer satisfaction.
- Maintained detailed records of client interactions using CRM software to ensure consistency.
- Assisted in onboarding new clients, providing guidance on services and systems available.
Education
Bachelor of Arts - Communications
University of Illinois At Urbana-Champaign
Champaign, IL06-2014
Skills
- Wealth planning & portfolio management
- Investment product knowledge (equities, fixed income, alternatives)
- Deposit & lending solutions
- Risk management & compliance
- Securities licenses (FINRA Series 7/63)
- High-net-worth / UHNW client advisory
- Relationship development & retention
- Cross-functional coordination with specialists (trusts, tax, credit)
- Business development & referral cultivation
- CRM proficiency
- Financial planning tools
- Portfolio reporting platforms
Certification
Series 7
Series 63
Timeline
Associate Client Investment Officer, OCIO
Northern Trust
08.2022 - Current
Options Support Representative
Robinhood Markets
01.2022 - 07.2022
Client Service Associate
JPMorgan Chase
06.2021 - 01.2022
Bachelor of Arts - Communications
University of Illinois At Urbana-Champaign