{"$schema":"https://raw.githubusercontent.com/jsonresume/resume-schema/v1.0.0/schema.json","basics":{"name":"Ryan Framrose","label":"New Client Acquisition Specialist","image":"https://saywise-production-profilepicturestoragebucket-kbfooccc.s3.amazonaws.com/profile-pictures/ef3b8074-329b-4faf-8095-8a516a535ce7/linkedin-1791233669799.png","summary":"Financial services professional with experience in client acquisition, onboarding, and prospecting across wealth management and advisory firms.","location":{"city":"Poway, CA"},"profiles":[{"network":"LinkedIn","username":"ryanframrose","url":"https://linkedin.com/in/ryanframrose"}]},"meta":{"canonical":"https://saywise.com/member5384","version":"v1.0.0","lastModified":"2026-10-05T20:54:31.905Z"},"x_saywise":{"handle":"member5384","pronouns":null,"availability":null,"oneLiner":"Financial services professional with experience in client acquisition, onboarding, and prospecting across wealth management and advisory firms.","profileUrl":"https://saywise.com/member5384","markdownUrl":"https://saywise.com/member5384/profile.md","pdfUrl":"https://saywise.com/member5384/resume.pdf","archetype":{"code":"HE-MG","name":"Junction Trailblazer","url":"https://saywise.com/sca/7bafca20234b","rarity":"One of the first Junction Trailblazers on Saywise"}},"work":[{"name":"Wealth Enhancement","position":"New Client Acquisition Specialist","location":"San Diego, CA (remote)","url":"https://wealthenhancement.com","startDate":"2025-11-01","summary":"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."},{"name":"Presidio Capital Management","position":"Financial Services Intern","location":"San Diego, California, United States","url":"https://presidiocm.com","startDate":"2024-07-01","endDate":"2025-10-31","summary":"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."},{"name":"Mariner Wealth Advisors","position":"Financial Planning Intern","location":"Newport Beach, California, United States","url":"https://marinerwealthadvisors.com","startDate":"2023-05-01","endDate":"2023-08-01"},{"name":"Trader Joe's","position":"Crew Member","location":"San Diego, California, United States","url":"https://traderjoes.com","startDate":"2021-07-01","endDate":"2024-06-01"}],"education":[{"institution":"San Diego State University","studyType":"Bachelor of Science - BS in Business Administration","startDate":"2020-09-01","endDate":"2024-05-31"},{"institution":"San Diego Miramar College","studyType":"Associate of Science - AS in Business Administration and Management, General","startDate":"2020-08-01","endDate":"2022-05-01"},{"institution":"Poway High School","url":"https://powayusd.com","studyType":"High School Diploma","startDate":"2016-08-01","endDate":"2020-06-01"}],"projects":[{"name":"J.P Morgan Chase Asset Management Virtual Experience Program","description":"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."},{"name":"Finance & Investment Society - Microsoft Investment Pitch","description":"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."},{"name":"Boy Scouts of America Eagle Scout Project","description":"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."}],"skills":[{"name":"Microsoft Suite"},{"name":"Salesforce"},{"name":"Bloomberg Terminal"},{"name":"eMoney"},{"name":"SQL"},{"name":"Bloomberg Market Concepts"},{"name":"Spanish"},{"name":"Farsi"},{"name":"Gujarati"},{"name":"Microsoft Excel"},{"name":"Microsoft Word"},{"name":"Microsoft Outlook"}],"certificates":[{"name":"Excel Skills for Business","date":"2023-05-01","issuer":"Goldman Sachs"},{"name":"Bloomberg Market Concepts","date":"2023-02-01","issuer":"Bloomberg"},{"name":"Asset Management Virtual Experience Program","date":"2023-01-01","issuer":"J.P. Morgan"}]}