Ryan Coleman Email & Phone Number
Senior Director - Enterprise Accounts @ FINTRX
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Ryan Coleman Location
- Columbus, OH, US
Ryan Coleman Work
- Senior Director - Enterprise Accounts @ (July 2025 - Present)
- Senior Business Development Director @ (February 2025 - December 2025)
- Co-Founder, Managing Partner @ (January 2023 - December 2024)
- External Advisor Consultant @ (January 2019 - October 2022)
- Vice President Senior Advisor Consultant (Oregon and SW Washington) @ (November 2015 - January 2019)
- Vice President Senior Advisor Consultant (Florida, Alabama) @ (April 2014 - November 2015)
- Regional Advisor Consultant @ (October 2010 - March 2014)
- Vice President @ (January 2010 - October 2010)
- Wirehouse Regional Associate @ (July 2007 - December 2009)
- Financial Advisor Representative @ (July 2006 - July 2007)
- Investor Services Representative @ (July 2005 - July 2006)
- Intern Assistant @ (May 2000 - September 2000)
Ryan Coleman Education
- University of Oregon Lundquist College of Business
Master of Business Administration - MBA
2019-2021 - Monmouth University
Bachelor of Science (B.S.) (Marketing)
2005
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 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 and 2 mobile phone numbers on RocketReach.
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