Ryan Claudin

C SUMMARY Ryan Claudin--m Oceanside, CA 92057 Passionate, purpose-driven, mission-oriented financial coach. Possess developed talents including: active listening, inspiring, communicating, teaching, advising, influencing, organizing, prioritizing, planning, analyzing, leading, and coordinating. Self-motivated, team-oriented, resourceful, optimistic, adaptable, and inspirational professional offering over twenty years of experience working in collaboration with numerous departments to achieve collective goals through continual improvement in a culture that values individuals and relationships. FINANCIAL COACHING PROFICIENCIES Client Behavior and Needs Assessment Financial Assessment Risk Assessment and Management Financial Planning and Goal Development Budget Development and Monitoring Cost Savings and Expense Control Debt Reduction and Elimination Emergency Fund, Home Down-Payment and Educational Savings Investment, Insurance, and Retirement Advisement Wealth Management Living Will and Trust Advisement Networking with Professionals in Associated Fields Client Recruiting and Retention LINKEDIN PROFILE https://www.linkedin.com/in/ryanclaudinfinancialcoach/ EDUCATION AND CERTIFICATION Financial Coaching Master Certification Ramsey Solutions Jan 2023 Franklin, TN My Financial Coach Master Training provided me a sound foundation for financial coaching and gave me a strong understanding of personal finance fundamentals. I discovered how to identify, understand, inspire, and guide clients toward the change they desired in their lives. Service and Sales Consultant Master Certification Lexus of North America Dec 2003 Irvine, CA My Service and Sales Consultant Master Certification provided me with the foundation to apply and gain expertise in the following areas: service and sales strategies, etiquette, active listening, empathy, decision-making, communication, negotiation, managing stress, problem-solving, conflict resolution, time-management, legal documentation, continual improvement (kaizen), product knowledge, influence and persuasion, team collaboration, and how to identify and communicate best with clients given their DISC personality. I retain this certification which requires on-going training. Bachelor of Arts: Education And Theological Studies Taylor University Jun 1994 Fort Wayne, IN While at Taylor University, I obtained BA degrees in both Education and Theological Studies. In addition to my degrees, two of the most important things I gained from my studies were the abilities to think critically and understand that people and their situations are complex. There are very few "cookie cutter" answers or resolutions, but simplicity in the complex is possible. EXPERIENCE Financial Coach Oceanside, CA Simple Financial Coaching/ Jan 2023 to Current Created a simple three phase coaching program and content. Inspired, challenged and enabled clients as they worked through their financial challenges and uncertainty. Utilized non-judgmental, casual conversation and built trust with clients through empathy and understanding. Actively listened to understand the client and their individual situation. Provided non-confrontational advisement through questions, assisting them to discover a plan for success. Interacted with every client with the heart of a coach. Developed and expanded financial planning relationships through loyal and dedicated service. Provided ethical, objective and holistic financial planning advice to clients. Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms. Followed up with clients via emails, text messages and phone calls to assure their continued success. Responded to inquiries, followed up on referrals, and scheduled appointments. Service and Sales Consultant Carlsbad, CA Halo Motors/ Jun 2018 to Current Note: I was also employed as a Client Sales and Service Consultant with Halo Motors from 6/2001-6 /2011. Cultivated and strengthened relationships between customer and company in order to promote brand and grow loyalty. Educated customers about company products and services to customers to drive sales. Met and frequently exceeded objectives for sales, productivity and quality. Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills. Personalized client experience by identifying unique needs through well-rounded questions. Maintained client relationships and listened to needs and pain points to provide strategic internal feedback. Reviewed and resolved client concerns and issues, researching relevant details and clearly communicating solutions. Implemented new company platform initiatives, learning and mastering new technologies to improve client service. Followed up with customers through calls and emails to proactively resolve issues and maintain satisfaction. Leveraged detailed knowledge to recommend and select suitable products and services. Service and Sales Consultant Carlsbad, CA Hoehn Motors/ Jul 2015 to Jun 2018 (Please refer to the experience listed at Halo Motors. The experience at Hoehn Motors was identical to that at Halo Motors. This is an effort to avoid being repetitive, out of respect for your time. Thank you.)