Ryan Koziol
Plainfield
Summary
Results-driven Director of Operations with a focus on enhancing efficiency, employee development, and customer relations. Proven track record in implementing strategic process improvements and fostering team collaboration.
Overview
11
11
years of professional experience
Work History
Director of Operations
CAVU Wealth Partners
10.2025 - Current
- Developed operational workflows to enhance service delivery efficiency.
- Assisted in implementing process improvements to streamline internal communications.
- Coordinated team meetings to align on project objectives and timelines.
- Provided support in managing client relationships and addressing inquiries promptly.
- Oversaw daily operations across multiple departments, ensuring seamless coordination and efficient execution of tasks.
- Oversaw successful implementation of operational strategies and policies to drive organizational growth and productivity.
- Delivered exceptional customer experiences by implementing strategies focused on meeting evolving needs and expectations.
- Enhanced employee engagement by developing training programs, fostering a collaborative culture, and promoting professional development opportunities.
Senior Case Manager
CAVU Wealth Partners
02.2024 - 09.2025
- Coordinated communication between clients and financial advisors to enhance service delivery.
- Streamlined case management processes to improve efficiency and reduce turnaround time.
- Managed complex cases, ensuring alignment with clients' long-term financial goals and objectives.
- Served as case coordinator, assuming responsibility for complex, high-volume assignments and guiding endeavors to successful completion.
- Streamlined case processes for increased efficiency and accelerated resolutions.
Financial Advisor
Northwestern Mutual
01.2021 - 02.2024
- Developed personalized financial plans to meet client goals and risk tolerances.
- Analyzed investment opportunities using market research and financial modeling tools.
- Educated clients on insurance products, retirement planning, and wealth management strategies.
- Cultivated strong client relationships through regular communication and trust-building initiatives.
Professional Athlete
Joliet Slammers
04.2019 - 12.2020
- Developed and executed training regimens to enhance athletic performance and overall team competitiveness.
- Analyzed game statistics to refine strategies and improve individual and team performance metrics.
- Led team meetings to discuss game strategies, fostering collaboration and unity among players.
- Mentored junior athletes in skill development, promoting growth and enhancing team dynamics.
Professional Athlete
San Francisco Giants
06.2015 - 03.2019
- Implemented injury prevention protocols, contributing to the overall health of team members.
- Coordinated community outreach programs, strengthening relationships between the team and local organizations.
- Adapted quickly to changing game conditions, demonstrating flexibility and strategic thinking under pressure.
- Evaluated competitor tactics to inform strategic decisions during games, maximizing win potential.
Education
Bachelor of Science - Management
Illinois State University
Normal, IL12.2020
Skills
- Operational efficiency
- Strategic planning and execution
- Process improvement
- Leadership training
- Performance analysis
- Team leadership
- Decision-making
- Employee development
- Customer relations
- Hiring and onboarding
- Performance evaluation and monitoring
- Employee motivation
Timeline
Director of Operations
CAVU Wealth Partners
10.2025 - Current
Senior Case Manager
CAVU Wealth Partners
02.2024 - 09.2025
Financial Advisor
Northwestern Mutual
01.2021 - 02.2024
Professional Athlete
Joliet Slammers
04.2019 - 12.2020
Professional Athlete
San Francisco Giants
06.2015 - 03.2019
Bachelor of Science - Management
Illinois State University