# Ryan Framrose

**New Client Acquisition Specialist** — Poway, CA

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

Career Archetype: **Junction Trailblazer** (HE-MG) — One of the first Junction Trailblazers on Saywise

## Links

- LinkedIn: https://linkedin.com/in/ryanframrose

## Experience

### New Client Acquisition Specialist, Wealth Enhancement (2025-11 – 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 (2024-07 – 2025-10)
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.

### Financial Planning Intern, Mariner Wealth Advisors (2023-05 – 2023-08)
Newport Beach, California, United States

### Crew Member, Trader Joe's (2021-07 – 2024-06)
San Diego, California, United States

## Education

### Bachelor of Science - BS in Business Administration, San Diego State University (2020-09 – 2024-05)
Cumulative GPA: 3.82/4.00

### Associate of Science - AS in Business Administration and Management, General, San Diego Miramar College (2020-08 – 2022-05)

### High School Diploma, Poway High School (2016-08 – 2020-06)
Activities and societies: Boys Volleyball

## 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.

## Skills

Microsoft Suite, Salesforce, Bloomberg Terminal, eMoney, SQL, Bloomberg Market Concepts, Spanish, Farsi, Gujarati, Microsoft Excel, Microsoft Word, Microsoft Outlook

## Credentials

- **Excel Skills for Business** — Goldman Sachs (issued 2023-05)
- **Bloomberg Market Concepts** — Bloomberg (issued 2023-02)
- **Asset Management Virtual Experience Program** — J.P. Morgan (issued 2023-01)

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Source: https://saywise.com/member5384 (last modified 2026-10-05T20:54:31.905Z)