Ryan Bulkley

About

Finance major with a concentration in Financial Planning at Bentley University and licensed in Life, Accident, and Health Insurance. Experienced in client relationship management, financial data organization, and strategy support at Nutfield Financial Services, handling 1,000+ accounts and onboarding 250+ clients. Skilled in Excel, financial statements, and SWIFT payments, with leadership experience in FBLA and DECA. Also experienced in visual merchandising, produce operations, and payment systems. Pursuing a Bentley Finance degree with an expected graduation in 2029. Committed to delivering personalized, data-driven guidance to help clients achieve their financial goals.

Experience

• Payment Systems Specialist · WEI (Worldcom Exchange, Inc.)05-01-2025 –

  Collaborated on biometric authentication units integrated into next-generation fintech payment terminals across CVS locations. Contributed to a CVS partnership that drove revenue growth from $70M to over $200M. Partnered with internal teams and external vendors to ensure seamless integration, testing, and nationwide rollout of payment solutions.

• Financial Planning Specialist · Nutfield Financial Services LTD08-01-2024 –

  Supported financial planners by organizing and maintaining comprehensive client records and developing actionable financial strategies. Built and maintained Excel tracking systems for client goals. Contributed to a 35% growth in the client base during the corporate merger. Enhanced internal processes for improved data accuracy and accessibility. Managed 1,000+ client accounts.

• Server Assistant · Great NH Restaurants, Inc.09-01-2024 – 09-01-2025

  Supported servers and enhanced guest experiences by ensuring timely delivery of food, clearing tables, and assisting with guest needs.

• Maintenance Technician · Great NH Restaurants, Inc.08-01-2024 – 09-01-2025

  Ensured smooth restaurant operations through maintenance and troubleshooting of equipment and POS systems. Troubleshot and repaired issues with the Katalyst POS system and other restaurant equipment.

• Dining Room Host · Great NH Restaurants, Inc.04-01-2024 – 09-01-2025

  Ensured excellent guest experiences through efficient seating arrangements and handling reservations while supporting the team with POS operations. Operated Katalyst POS to manage seating, orders, and reservations with efficiency.

• Produce Operations Assistant Manager · Demoulas Market Basket Inc.06-01-2023 –

  Supported the produce department by managing inventory, scheduling, and staff management. Drove merchandising strategies and oversaw budgets and operations, contributing to the department’s performance. Maintained high-quality customer service and issue resolution while ensuring compliance with quality and safety standards.

• Visual Merchandising Manager · Demoulas Market Basket Inc.09-01-2022 –

  Led the development of eye-catching seasonal displays and event décor. Implemented visual merchandising strategies that increased department sales year-over-year. Managed inventory and budgets for all in-store displays and balloon decor events.

• Produce Clerk · Demoulas Market Basket Inc.08-01-2022 –

  Ensured proper handling, storage, and display of produce to meet quality standards. Assisted customers with produce needs, offering product information and advice. Supported backroom receiving and restocking during high-demand periods.

• Cashier · Demoulas Market Basket Inc.04-01-2021 – 08-01-2022

  Provided exceptional customer service in a high-volume environment, ensuring fast and accurate checkout. Delivered quick, accurate checkout service while maintaining a friendly, customer-first attitude using NCR POS.

Education

• Bentley UniversityBachelor of Science - BS, Finance
• Windham High SchoolHigh School Diploma, Business / Finance

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