Qpa Ryan Countrymen Qkc, Qka

Sr. Director, Client Success - Administration at Slavic401k

Ryan Countrymen has a diverse work experience in the financial services industry. Ryan currently holds a Senior Director position at Slavic401k, where they lead the administration department and ensures client success. Prior to that, they served as a Director in the same company. Before joining Slavic401k, Ryan worked at Ameriprise Financial Services, LLC as a Financial Advisor and Associate Vice President. Ryan'sresponsibilities included managing and advising plan sponsors on retirement programs to maximize value. Ryan also played a crucial role in growing the consulting practice and securing new business. Before Ameriprise, they had a tenure at Wells Fargo Advisors, where they held the positions of Control Specialist and Associate Financial Advisor. In these roles, they supervised sales practices, ensured compliance with regulations, and provided financial advice to clients. Ryan began their career at Vanguard as a Participant Services Associate and gradually took up roles like Client Relationship Administrator, Compliance Consultant, and Senior Client Relationship Administrator. At Vanguard, they administered retirement plans, consulted clients on compliance matters, and represented recordkeeping in sales finals. Ryan also served as a Registered Representative at Voya Financial in the early stages of their career. Overall, Ryan brings a wealth of experience and expertise in client success, retirement planning, compliance, and financial advisory.

Ryan Countrymen attended Western International University from 2008 to 2012, where they obtained a Bachelor of Science in Business with a minor in Human Resource Management. Ryan'sfield of study was Business Administration and Management, General.

In terms of certifications, Ryan obtained the Series 63 certification from FINRA in December 2015, followed by the Series 65 certification from FINRA in the same month and year. In November 2015, they obtained the Series 7 certification from FINRA. Ryan also obtained the Series 9 and Series 10 certifications from FINRA in June 2017.

Additionally, Ryan has pursued professional certifications in the field of pension administration. Ryan earned the Qualified 401(k) Administrator (QKA) certification and the Qualified Pension Administrator (QPA) certification from the American Society of Pension Professionals and Actuaries. However, the specific months and years when they obtained these certifications are not mentioned in the provided information.

Links

Previous companies

Voya Financial logo
Vanguard logo

Timeline

  • Sr. Director, Client Success - Administration

    August, 2023 - present

  • Director Client Success Administration

    January, 2023