Patrick Ryan Email & Phone Number
Operations Associate II @ Winthrop Wealth
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Patrick Ryan Location
- Beverly, MA, US
Patrick Ryan Work
- Senior Operations Associate - Advisor Transitions and Salesforce @ (July 2026 - Present)
- Operations Associate II @ (April 2024 - Present)
- Operations Associate @ (February 2023 - Present)
- Associate II (Transfer Pricing), Economics and Valuation Services @ (July 2021 - December 2022)
- Transfer Pricing Analyst @ CrossBorder Solutions (January 2019 - December 2021)
- Delivery Driver @ (June 2018 - January 2019)
- Cashier @ Gulf Convenience (September 2017 - May 2018)
- Staff and Cashier @ (November 2013 - September 2016)
- Transfer Pricing Analyst @ CrossBorder Solutions (January 2019 - January 2021)
Patrick Ryan Education
- University of Rhode Island
Bachelor of Science - BS (Applied Economics)
2014-2018
Patrick Ryan Skills
- Salesforce.com
- KPI Reporting
- KPI Dashboards
- Business Process Automation
- Data Analytics
- Critical Thinking
- Problem Solving
- Cross-team Collaboration
- Project Management
- Benchmarking Analysis
- Communication
- Microsoft Office
- Research
- Data Analysis
- Financial Modeling
- Leadership
- Teamwork
- Customer Service
- Microsoft Excel
Patrick Ryan Summary
- Patrick Ryan, based in Beverly, MA, US, is currently a Operations Associate II at Winthrop Wealth. Patrick Ryan brings experience from previous roles at Winthrop Wealth, KPMG US and CrossBorder Solutions. Patrick Ryan holds a 2014 - 2018 Bachelor of Science - BS in Applied Economics @ University of Rhode Island. With a robust skill set that includes Salesforce.com, KPI Reporting, KPI Dashboards, Business Process Automation, Data Analytics and more. Patrick Ryan has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Winthrop Wealth Employees
Bobby Abendroth
Wealth Advisor
Boston, MA, US
Andrew Murphy
Co-Chief Investment Officer
Boston, MA, US
Alan Slaughter
Director of Operations and Client Service
Brookline, MA, US
Mark Winthrop
President, Founding Partner, Wealth Advisor
Massachusetts, United States
Richard st. Onge
Chief Compliance Officer, Wealth Advisor
Boston, MA, US
Max Winthrop
Chief Executive Officer
Boston, MA, US
Robert Zola
Financial Planner and Wealth Advisor - New York
New York, NY, US
Francesca Lanza
Associate Portfolio Manager
Boston, MA, US
Daniel Castle
Director, Advanced Planning
Boston, MA, US
Jonathan Hunter
Wealth Advisor
Boston, MA, US
Patrick Ryan
Operations Associate II
Beverly, MA, US
Cavan Lamontagne
Senior Client Service Associate
Boston, MA, US
Scott Cohen
Wealth Advisor
Framingham, MA, US
Joseph Anastasi
Investment Operations Analyst
Needham, MA, US
Sean Winthrop
Client Services Associate
Denver, CO, US
David Moretsky
Affiliate Partner
Bellevue, WA, US
Tania Tagliavento
Associate Director, Client Service
Boston, MA, US
Kellie Dilworth
Operations Team Lead
Quincy, MA, US
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