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Ryan Gorsuch

Client Service Associate

CAREER HIGHLIGHTS

FirstWave Financial®

Client Service Associate

  • Support to Vice President of Client Operations working closely with our WealthCoaches™ and knowledgeable team.
  • Researches a wide range of complex issues to provide support and exceptional service custom tailored to each of our clients’ needs.
  • Coordinates and works with a network of resources from insurance, mortgage, and estate planning professionals as well as Social Security to help to ensure that our clients are well taken care of in all areas of their financial lives.
  • Assists Client Operations with new client onboarding, transfer of assets, client support documents, two-factor authentication, check requests, and wires.
  • Helps Client Operations prepare quarterly billing for clients and post billing reports for the FirstWave Executive Team.

 

Market Street Memory Care Residence, Viera – Executive Chef

  • Served as the Executive Chef for 60+ residents and 100 staff members.
  • Management to culinary department staff – talent recruitment, hiring, onboarding, scheduling, and ongoing training.
  • Liaison for the Executive Director to vendors, food providers, equipment maintenance workers, and various strategic partners.
  • Responsible for providing exceptional culinary experience during dining hours, snack times, culinary demonstrations, holidays, and special events.

EDUCATION

  • Keiser University, FL – Associate of Science in Culinary Arts

CIVIC

  •  Social Media Chair – Space Coast Porsche Club of America
  • Sound Reinforcement – Grace Church Melbourne

Interested in a

Complimentary Consultation?

Recent Posts

The Greatest Gift Podcast

We kick off our Christmas series with “The Greatest Gift” with WealthCoach™ Jamie Ostrander.  It’s a Wonderful Life has some key elements that we place in every financial plan.  We start every plan with a simple yet

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Money Lessons from the Grinch

Unwrap financial wisdom this holiday season with our Christmas series podcast, “Festive Finances: Lessons from The Grinch” with WealthCoach™ & Retirement Plan Specialist Robert DeVries. Drawing inspiration from Dr. Seuss’s timeless tale, we offer 3 tips

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Marriage – Your Personal Merger

Join us today with President & WealthCoach™ Laura Chiesman, as she dives into “Marriage, Your personal merger” which promises to empower, educate, and entertain as we navigate the intricate currents of the financial world.  https://firstwavefinancial.podbean.com/e/first-waves-podcast-marriage-your-personal-merger/

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