David Ryan Email & Phone Number
Senior Wealth Advisor @ Tenured Advisors
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David Ryan Location
- Portsmouth, NH, US
David Ryan Work
- Senior Wealth Advisor @ (April 2026 - Present)
- Wealth Management Advisor @ (November 2015 - April 2026)
- Financial Consultant @ (December 2011 - November 2015)
- Registered Representative @ (July 2008 - December 2011)
- Registered Representative @ (September 2006 - July 2008)
David Ryan Education
- Champlain College 2002-2006
David Ryan Skills
- Project Management
- Microsoft Excel
- Microsoft Office
- Healthcare
- Wealth Management
- Fixed Annuities
- Financial Advisory
- Securities
- Income Protection
- Program Management
- Cross Functional Team Leadership
- Project Portfolio Management
- Change Management
- Business Planning
- Leadership
- Strategic Planning
- Vendor Management
- Process Improvement
- Business Analysis
- PMP
- Requirements Analysis
- Risk Management
- PMO
- Budgets
- Strategy
- Performance Management
- SDLC
- Analysis
- Clarity
- IT Strategy
- Financial Services
- Team Building
- E Commerce
- Data Warehousing
- Data Modeling
- Data Analysis
- MS Project
- Agile Project Management
- Executive Management
- Requirements Gathering
- Strategic Financial Planning
- Customer Service
- Relationship Management
- Resource Management
- Partner Relationship Management
- Customer Relations
- Budgeting
- Full SDLC
- Data Governance
- Tactical Solutions
- Management
- Management Consulting
- Partner Management
- Business Process Improvement
David Ryan Summary
- David Ryan, based in Portsmouth, NH, US, is currently a Senior Wealth Advisor at Tenured Advisors. David Ryan brings experience from previous roles at TIAA, Citizens Investment Services, Winslow, Evans & Crocker, Inc. and Putnam Investments. David Ryan holds a 2002 - 2006 Champlain College. With a robust skill set that includes Project Management, Microsoft Excel, Microsoft Office, Healthcare, Wealth Management and more.
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