Ryan
Ryan
Early-career finance professional transitioning from financial advisory into sales-driven roles, combining Bloomberg Terminal expertise and financial modeling with hands-on sales cycle management. Bilingual (English/Spanish) with proven ability to analyze funnel metrics and close high-ticket deals.
Route to Account Executive, Business Development Representative, Financial Analyst teams building high-throughput services in the candidate's core stack.
Where this candidate belongs
Consultative sales with full-cycle closing capability. Financial modeling and analysis (Bloomberg Terminal certified). Funnel metrics optimization (CPL, CAC, LTV). Bilingual communication (English/Spanish).
Account Executive, Sales Development, Business Development, Financial Analyst.
Remote-first. Hybrid considered for high-alignment local roles. Based in San Diego, US.
Targeting $60K+. Currently: Account Executive.
Recruiter screen → hiring-manager review → technical conversation around 1st Place SDSU FIN 327 Investment Competition, Financial advisor at Prudential Financial, Full sales cycle ownership at Pypes LLC.
Ryan's work in Account Executive, Sales Development, Business Development translates directly into adjacent domains with similar architecture, scale, and reliability needs.
- Primary production depth is the candidate's core stack. Other tooling framed as ramp/adjacent unless proven.
- Leadership framing is technical leadership (mentorship, code review, architectural direction). Formal people-management should be validated per role.
- Additional interests are personal/research at present, not production claim.
Proof is organized by system, not by claim.
The next pages convert the resume into a reusable proof index: production systems, platform architecture, org-wide pattern ownership, and technical leadership.
Master Proof Matrix
This reusable proof index maps common senior/staff engineering requirements to candidate proof. Role-specific addenda extend — not replace — this base matrix.
Requirement: Deliver on 1st place sdsu fin 327 investment competition at production scale.
Proof: Won campus investment competition demonstrating valuation and deal evaluation skills
Requirement: Deliver on financial advisor at prudential financial at production scale.
Proof: Built financial literacy programs and delivered tailored financial checklists while preparing clients for SIE and Series 7
Requirement: Deliver on full sales cycle ownership at pypes llc at production scale.
Proof: Lead consultative sales for high-ticket professional development programs with focus on CPL, CAC, and close rate optimization
Requirement: Deliver on vcic venture capital competition at production scale.
Proof: Learned to valuate pre-IPO companies and identify signals driving successful venture outcomes
Requirement: Ship work that requires consultative sales with full-cycle closing capability.
Proof: Demonstrated at prior roles.
Requirement: Ship work that requires financial modeling and analysis (bloomberg terminal certified).
Proof: Demonstrated at prior roles.
Technical Proof Catalog
Visual Evidence Index
https://gethiringfunnel.com/u/ryan
Hosted candidate portfolio with positioning, proof points, and conversion kit surface for recruiter routing.
www.linkedin.com/in/ryan-wolley-herrera-7a40a9199
Professional profile and recruiter connection path.
gethiringfunnel.com/u/ryan
Additional portfolio and technical writing surface.
Contact Ryan
Route this candidate now.
This kit is designed to survive internal forwarding. The fastest next step is a recruiter screen, hiring-manager review, referral handoff, or direct call.
Primary fit: Account Executive, Business Development Representative, Financial Analyst.
https://gethiringfunnel.com/u/ryan
Ask about availability to discuss a senior/staff engineering opportunity.
Handoff email with routing context for internal referral.
Direct phone action for recruiter screen or same-day routing.
Persistent candidate surface for routing, resume, and proof surfaces.
Professional profile and recruiter connection path.
Ryan is a San Diego, US-based Account Executive. Track record across 0 roles with expertise in . Best fit: Account Executive, Business Development Representative, Financial Analyst.