Ryan Carroll Email & Phone Number
SVP, Strategic Partnerships @ CW Advisors
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Ryan Carroll Location
- Boston, MA, US
Ryan Carroll Work
- SVP, Strategic Partnerships @ (June 2022 - Present)
- Director of Strategic Partnerships @ (August 2018 - June 2022)
- Vice President Business Development @ (January 2016 - July 2018)
- External Wholesaler, Regional Director @ (August 2013 - December 2015)
- Internal Wholesaler @ (February 2012 - August 2013)
- Client Service and Sales Officer @ (March 2011 - February 2012)
- Legislative Aide @ (October 2010 - February 2011)
- Regional Director @ (January 2010 - September 2010)
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
- Sales Management
- JavaScript
- Sales
- Strategy
- Management
- Public Policy
- Social Media
- Strategic Planning
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 and 1 mobile phone numbers on RocketReach.
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