Ryan Green
Investment Counselor at Fisher Investments
Based in Vancouver, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Vancouver
Industry
Financial Services
Company size
5.3K
Contact information
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r•••••••@fisherinvestments.com
Phone
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Background
About Ryan Green
Finance professional with experience building and deepening relationships with clients, team management, and providing expert advice in managing their finances and businesses. ACCOMPLISHMENTS • Led the Oregon region in new clients in my first year at Thrivent Financial. • Designed a system for building a referral network in 6 agency offices at Allstate Financial Services • Oversaw expansion in 6 states before and during quarantine for a life insurance company COMPETENCIES Sales | Prospecting | Salesforce | Excel | Underwriting | Financial Planning | Money Guide Pro | Team Management | Mentoring | Referral Generation | Training | Onboarding | Case Management | Leadership | Public Speaking | Profit Oriented | SF Marketing Cloud | Public Relations | Webinars
Decision-makers
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