Since 2013, Ryan Jeffries has been working in Bedel Financial Consulting, Inc located 164, 164. Ryan Jeffries is a qualified Business System Manager with over 16 years of work experience. According to Ryan's resume and work profile, the professional has worked at more than five places with numerous backgrounds and got various skills. Ryan attended school at the College of Financial Planning from 2004 to 2006. This professional has professional certification in Certified Financial Planner Board of Standards Inc. and Certified Financial Planner™. Ryan Jeffries can be found in Indianapolis, Indiana – where this expert is currently located. You can search for this expert's contacts. We can also provide you detailed contact information upon request.
Name variants:
Ryan Jeffries
Last updated Jun 16, 2024
Contact Information
Last Update
Jun 28, 2022
Email
rj**@p3advisorservices.com
Location
Indianapolis, IN
Company
Workplace
Business System Manager
Indianapolis, IN
Industry
Financial Services, Financial Planning and Invvestment Management Consulting Services
Colleagues
Work History
Business System Manager
3815 River Crossing Pkwy SUITE 120, Indianapolis, IN 46240
Apr 2013 — Sep 2017
Partner
Provided comprehensive outsourced planning services to advisors locally and remotely
Served as a resource partner to aid advisors in growing their planning services
Designed various commu...
Sep 2011 — Oct 2013
Senior Financial Planner
8440 Woodfield Crossing Blvd, Indianapolis, IN 46240
Supported the client service efforts of multiple planning teams including supervision of paraplanners Served as the new client liaison to onboard new clients Managed existing client relation...
Dec 2002 — Dec 2011
Small Business Owner
Offered financial plan writing and other services to financial advisors.
Jul 2001 — Dec 2002
Education
2004 — 2006
2002 — 2002
1998 — 2001
Occupations
Executive
Manager
Accountant
Finance and Accounting Specialist
Partner
Operations Manager
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Strategic Financial Planning
Comprehensive Financial Planning
Software Implementation
Management of Small Teams
Retirement
Retirement Planning
Investments
Asset Allocation
Estate Planning
Financial Planners
Insurance
Mutual Funds
Portfolio Re Balancing
Cost Basis Reconciliation
Technical Writing
Personal Finance
Asset Managment
Financial Services
Risk Management
Tax
Financial Advisory
Portfolio Management
Management
Wealth Management
Investment Advisory