Advisory Client Manager @ (December 2016 - June 2019)
Personal Services Group Client Manager @ (May 2012 - November 2016)
Retail Specialist @ (April 2011 - May 2012)
Service Associate @ (August 2010 - April 2011)
Student Fundraiser @ (January 2010 - July 2010)
Ryan Chard Education
University of South Florida
Bachelor of Arts (B.A.) (Political Science; Minor in Public Health)
2004-2010
Ryan Chard Skills
Asset Management
Asset Allocation
Customer Service
Mutual Funds
Social Networking
Data Analysis
Financial Analysis
Leadership
Microsoft Excel
Community Outreach
Time Management
Public Speaking
Microsoft Word
IRAs
Risk Management
Market Research
Budgets
Access
PowerPoint
Series 7
Management
Marketing
Series 66
Event Planning
Social Media
Microsoft Office
Microsoft PowerPoint
Money Management
Ryan Chard Summary
Ryan Chard, based in Tampa, FL, US, is currently a Senior Financial Assistant at Wealth Advisors of Tampa Bay. Ryan Chard brings experience from previous roles at Wealth Advisors of Tampa Bay and T. Rowe Price. Ryan Chard holds a 2004 - 2010 Bachelor of Arts (B.A.) in Political Science; Minor in Public Health @ University of South Florida. With a robust skill set that includes Asset Management, Asset Allocation, Customer Service, Mutual Funds, Social Networking and more. Ryan Chard has 2 emails and 1 mobile phone numbers on RocketReach.
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