Ryan Coleman Email & Phone Number
Senior Director - Enterprise Accounts @ FINTRX
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Ryan Coleman Location
- Columbus, OH, US
Ryan Coleman Work
- 2025 -now Senior Director - Enterprise Accounts @
- 2025 -2025 Senior Business Development Director @
- 2023 -2024 Co-Founder, Managing Partner @
- 2019 -2022 External Advisor Consultant @
- 2015 -2019 Vice President Senior Advisor Consultant (Oregon and SW Washington) @
- 2014 -2015 Vice President Senior Advisor Consultant (Florida, Alabama) @
- 2010 -2014 Regional Advisor Consultant @
- 2010 -2010 Vice President @
- 2007 -2009 Wirehouse Regional Associate @
- 2006 -2007 Financial Advisor Representative @
- 2005 -2006 Investor Services Representative @
- 2000 -2000 Intern Assistant @
Ryan Coleman Education
- University of Oregon - Charles H. Lundquist College of Business
Master of Business Administration - MBA
2019-2021 - Monmouth University
Bachelor of Science (B.S.) (Marketing)
Ryan Coleman Skills
- RIAs
- Collective Investment
- Leadership
- Relationship Development
- ETFs
- Alternative Investments
- Consulting
- Direct Sales
- Financial Services
- Outside Sales
- Sales
- Sales Processes
- Asset Management
- Business Development
- Mutual Funds
- Investments
- Finance
- Wealth Management
- Investment Strategies
- Asset Allocation
- Retirement
- Financial Advisory
- Investment Advisory
- 401k
- Retirement Planning
- Insurance
- Fixed Annuities
- CRM
- Financial Markets
- Trading
- 401(k) Retirement Savings Plans
- Customer Relationship Management (CRM)
- Series 7
- Microsoft Office
- Financial Analysis
- Research
- Customer Relationship Management Crm
- 401k Retirement Savings Plans
- 401 Retirement Savings Plans
- Customer Relationship Management
Ryan Coleman Summary
- Ryan Coleman, based in Columbus, OH, US, is currently a Senior Director - Enterprise Accounts at FINTRX. Ryan Coleman brings experience from previous roles at FINTRX, Naviquant Capital Management, New York Life Investments and OppenheimerFunds. Ryan Coleman holds a 2019 - 2021 Master of Business Administration - MBA @ University of Oregon - Charles H. Lundquist College of Business. With a robust skill set that includes RIAs, Collective Investment, Leadership, Relationship Development, ETFs and more. Ryan Coleman has 2 emails on RocketReach.
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