Ryan Framrose

Poway, CA0

New Business @ Wealth Enhancement

Financial services professional with experience in client acquisition, onboarding, and prospecting across wealth management and advisory firms.

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Projects

J.P Morgan Chase Asset Management Virtual Experience Program

Investment analysis and risk management

Completed immersive virtual modules covering investment analysis, market trends, asset research, and risk-return evaluation. Applied risk management techniques to identify portfolio risks and implement mitigation strategies. Analyzed financial data and market indicators to make data-driven investment decisions.

Finance & Investment Society - Microsoft Investment Pitch

Financial analysis and equity research

Conducted comprehensive financial analysis on Microsoft Corporation and pitched a buy rating to judges. Participated in weekly networking meetings with financial professionals and mentored underclassmen on academic and personal development.

Boy Scouts of America Eagle Scout Project

Community improvement initiative

Managed all aspects of the Eagle Scout Project including budgeting, scheduling, resource allocation, and coordination. Facilitated weekly troop meetings and organized community service projects. Contributed over 250 hours of volunteer work to local charities and non-profits.

Experience

New Client Acquisition Specialist

Wealth Enhancement

Nov 2025 — Present · San Diego, CA (remote)

Executes 150+ outbound calls and multi-touch email sequences daily to qualify prospects and schedule meetings for advisors, consistently exceeding appointment quotas. Works with Marketing and VP leadership to align outreach messaging with active campaigns and the firm's mission. Stays current on markets and wealth management trends to speak credibly about financial planning and independent RIA benefits.

Financial Services Intern

Presidio Capital Management

Jul 2024 — Oct 2025 · San Diego, California, United States

Managed administrative tasks including client correspondence, appointment scheduling, and CRM record maintenance. Handled high-volume inbound and outbound calls, addressing client inquiries and providing financial information. Assisted with portfolio management including asset allocation, rebalancing, and performance analysis.