Thomas Ryden

Candidate Information

Email: [email protected]

Phone: 208-345-7911

Salary Expectation: 75000

Skills: His strong proficiency in Excel and CRM systems, combined with hands-on experience in financial analysis and investment accounting, demonstrates Thomas’s ability to quickly master financial tools such as Orion and Eclipse. This technical expertise, together with his proven work ethic, ensures he consistently meets deadlines and delivers high-quality client service. US Citizen Willing to Relocate Salary expectations: 60 k-70 k Highly Proficient using Schwab and CRM

Current Location: Boise Idaho

Willing to Relocate?: YES

Relevant Experience: Thomas Ryden’s Key Skills Aligned with the Client Service Associate Role Client Service & Communication: Thomas has demonstrated strong client service skills through his experience at Clearwater Analytics, where he managed client inquiries and delivered timely, accurate support on investment accounting and financial reporting topics. Financial Services Experience: He has hands-on exposure to investment accounting, market regulation, and private banking, meeting and exceeding the requirement of at least one year in financial services. Technical Proficiency: Thomas is highly proficient in Excel and has experience with data analysis, financial modeling, and CRM processes. His quick learning ability suggests he can efficiently master industry tools such as Orion, Eclipse, and Schwab. Work Ethic & Deadline Focus: He has a proven track record of completing operational tasks, preparing weekly reports, and supporting time-sensitive projects, demonstrating reliability and a strong focus on meeting deadlines. Positive Attitude & Teamwork: Leadership roles, such as Vice President of Phi Delta Theta and co-founding a real estate portfolio, reflect his positive attitude, initiative, and ability to work effectively in a team environment.

Work Authorization: US

Highlights: 1. Clearwater Analytics – Client Servicing Analyst (July 2024 – Current):

Managed client inquiries on investment accounting topics, financial statements, and analytics reporting, ensuring accurate and timely responses.

Completed operational tasks such as account setups, client lockdowns, compliance reviews, and reconciliation validations, all of which require meeting strict internal and client-imposed deadlines to support efficient onboarding and account maintenance.

2. FINRA – Market Regulation Intern (June 2023 – August 2023):

Prepared weekly project status reports and developed working exhibits to assist investigations, demonstrating the ability to deliver high-quality work within recurring, short timeframes.

Created multiple rule matrices in Microsoft Excel, often under time constraints, to support regulatory compliance activities.

3. Brown Brothers Harriman – Private Banking Summer Intern (June 2022):

Prepared macro-economic and portfolio-specific updates for senior management, including detailed reporting on labor markets, inflation, and international GDP. These updates were likely required on a regular and time-sensitive basis.

Assisted with business development projects, preparing detailed PowerPoint and Excel workbooks of client portfolio holdings for the New York Investment Advisory team, often to support meetings or presentations with tight turnaround times.

Resume: View Resume

Cover Letter: View Cover Letter