Ryan Lampe
Private Wealth Client Services Intern @ CIBC | Finance Student at Purdue University
- Role
- Private Wealth Client Services at CIBC
- Location
- Dayton, OH, US
- LinkedIn followers
- 500 followers
About Ryan Lampe
Junior at Purdue University studying Finance with an Applications in Data Science Certificate.
Experience
Private Wealth Client Services
Jun 2025 — Present · Chicago, IL, US
Supported twenty-five client service managers by handling administrative tasks, processing account closures, and updating client information in Salesforce, ensuring compliance and accuracy• Communicated with clients to obtain updated documentation and contributed to a records retention project to improve data organization• Gained experience working with Fidelity and Schwab platforms for account management and operational tasks• Shadowed relationship managers during prospect and client meetings, gaining hands-on experience in client relationship management and wealth advisory practices
Education
Purdue University Daniels School of Business
Finance
2022 — 2025
Centerville High School
High School Diploma
2022
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