Ricky Erling

214-906-3749; ricky@rickyerling.com
http://www.Linkedin.com/in/rickyerling
EDUCATION
The University of Texas at Dallas
B.S., Finance; Minor Personal Financial Planning

December 2015
GPA 3.18

Collin College
Associate of Science; Minor Business Field of Study

May 2013

EXPERIENCE
Waddell and Reed Addison, Texas
July 2014 - Present
Associate Advisor Intern
Reviewed 5-10 client portfolios per day which consist of IRA, non-retirement, 529s, mutual funds, and life
insurance.
Generated and compiled forms for current and new clients
Monitored portfolios and determined when balances were below normal, and reduced 10 low balance
fees per week.
Bistro 31 Dallas, Texas
October 2011 - Present
Level 1 Sommelier
Opportunity to pass the Court of Master Sommeliers Level 1 Sommelier examination.
Trained 1-3 newly hired employees per month.
Recommended over 10 food and wine pairings per night to the head chef and guests.
Business Growth US Lucas, TX
Intern
Gained knowledge in website marking strategies and search engine optimization
Utilized social media to generate leads
Designed business cards, flyer, posters, signs for Business Growth US and clients.

May 2011 - May 2014

Patrizios Fairview, Texas

August 2010 - October 2011
Server
Appointed employee of the quarter for Q4-2010.
Collaborated with a team of six staff to hold 15 banquet events for 12-100 guests.
CERTIFICATIONS
Experience Level 1 Certified by SimuLearn Inc.
ORGANIZATIONS
DFWLX Club, Communications Coordinator

May 2014 - Present

April 2008 February 2014

Wrote for the DFWLX magazine and informed members of important information through the use of social media.
ADDITIONAL INFROMATION
Technical: MS Office, Hootsuite, Facebook, Twitter, LinkedIn, Instagram, Photoshop, Smart Office