Ryan McFarland
@ryanmcfarland
Wealth management intern at Harris Financial configuring GReminders workflows integrated with Redtail CRM and PreciseFP.
United StatesWhat I'm looking for
At Harris Financial, I configure and implement GReminders, including AI-enabled features and automated workflows integrated with Redtail CRM and PreciseFP. This work supports scheduling, reminders, and client communication.
I organize client records and prepare supporting materials for advisor-led meetings, while gaining hands-on exposure to wealth management operations, financial products, and client account servicing.
At LaFontaine Cadillac Buick GMC, I supported vehicle deal structuring, financing documentation, and the presentation of warranty and protection products. I also coordinated a promotional test-drive event for the 2026 GMC Sierra EV Elevation.
At Bowling Green State University, I’m studying Finance and expect to graduate in May 2028. I’m pursuing an internship in wealth management and financial services, and I’m preparing for the Securities Industry Essentials exam.
Experience
Work history, roles, and key accomplishments
Wealth Management Intern
Harris Financial
May 2026 - Present (4 months)
Configure and implement GReminders with AI-enabled features and automated workflows, integrate with Redtail CRM and PreciseFP, manage client records, and prepare materials for advisor-led meetings.
Porter
LaFontaine Cadillac Buick GMC
Jul 2024 - Present (2 years 2 months)
Check in, prepare, organize, and transport vehicles. Assist the sales team with customer vehicle requests.
Umpire
Fenton Little League
Sep 2022 - Present (4 years)
Officiate games and instruct on rules and proper technique. Promote sportsmanship and resolve conflicts professionally.
Sales, Service and Finance Intern
LaFontaine Cadillac Buick GMC
May 2025 - Aug 2025 (3 months)
Supported the finance department with vehicle deal structuring, financing documentation, and warranty product presentations. Assisted customers throughout the sales process and coordinated a promotional test-drive event.
Education
Degrees, certifications, and relevant coursework
Bowling Green State University
Bachelor of Science in Business Administration, Finance
Grade: 3.26 GPA
Pursuing a Bachelor of Science in Business Administration with a concentration in Finance, expected to graduate in May 2028.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Salary expectations
Job categories
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