Ryan Carroll Location
Boston, MA, US
Ryan Carroll Work
- 2022 - now SVP, Strategic Partnerships @ CW Advisors
- 2018 - 2022 Director of Strategic Partnerships @ CW Advisors
- 2016 - 2018 Vice President Business Development @ CW Advisors
- 2013 - 2015 External Wholesaler, Regional Director @ Congress Asset Management
- 2012 - 2013 Internal Wholesaler @ Congress Asset Management
- 2011 - 2012 Client Service and Sales Officer @ U.S. Trust
- 2010 - 2011 Legislative Aide @ City of Boston
- 2010 - 2010 Regional Director @ Tim Flaherty for State Senate
Ryan Carroll Education
- University of Vermont
Bachelor of Arts (B.A.) (Poltical Science and History)
2005 - 2009
Ryan Carroll Skills
- Mutual Funds
- Asset Management
- Alternative Investments
- Investments
- Wealth Management
- Series 7
- Separately Managed Accounts
- Series 6
- Asset Allocation
- Public Speaking
Ryan Carroll Summary
Ryan Carroll, based in Boston, MA, US, is currently a SVP, Strategic Partnerships at Congress Wealth Management, LLC. Ryan Carroll brings experience from previous roles at Congress Wealth Management, LLC and Congress Asset Management. Ryan Carroll holds a 2005 - 2009 Bachelor of Arts (B.A.) in Poltical Science and History @ University of Vermont. With a robust skill set that includes Mutual Funds, Asset Management, Alternative Investments, Investments, Wealth Management and more. Ryan Carroll has 2 emails on RocketReach.
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