Ryan Desrosiers

About Ryan Desrosiers

Dedicated and results-driven professional with extensive experience in operations and financial analysis seeking a pivotal role within a forward-thinking organization. Aiming to leverage my expertise to drive operational excellence, enhance client relationships, and contribute to the company\'s strategic growth and success. Passionate about working in an environment that values innovation, employee development, and client satisfaction.

Experience

1. Private Wealth Client Associate

   Merrill Lynch

   Oct 2024 — Present · Palm Beach Gardens, FL, US

   Supported Financial Advisors in managing high-net-worth and ultra-high-net-worth client relationships, delivering white-glove service across investment, banking, and lending needs • Executed and processed equity, fixed income, mutual fund, and alternative investment transactions with strict adherence to compliance and regulatory standards • Served as primary point of contact for client inquiries, account maintenance, money movement, and issue resolution, ensuring timely and accurate service • Prepared client meeting materials, performance reports, portfolio reviews, and investment proposals to support advisory discussions • Coordinated onboarding of new clients, including KYC, AML documentation, account openings, and asset transfers • Monitored portfolios for cash balances, distributions, and investment activity; proactively flagged issues or opportunities for advisors • Partnered with internal teams (trust, banking, lending, operations) to deliver integrated wealth management solutions • Maintained detailed and accurate client records within Merrill Lynch systems, ensuring data integrity and compliance readiness • Assisted with client retention and business development initiatives through relationship management and follow-up • Consistently met service-level expectations in a fast-paced, high-volume environment

Education

• Miami University

  Bachelor of Science - BS, Supply Chain and Operations Management

  2015 — 2019