2019 -2022 Advisor @ US Bank Private Wealth Management
2013 -2019 Portfolio Manager @ BMO Private Bank
2011 -2013 Portfolio Manager @ BMO Private Bank
2009 -2011 Fixed Income Associate @ M&I Investment Management Corp
2008 -2009 Business Analyst @ M&I Institutional Trust Services
Ryan Derosier Education
University of Wisconsin-Milwaukee
MBA (Finance)
University of Wisconsin-Oshkosh
B.B.A. (Finance, Economics, Math Minor)
Ryan Derosier Skills
Portfolio Management
Asset Management
Investments
Wealth Management
Economics
Mutual Funds
Investment Strategies
Asset Allocation
Fixed Income
Finance
Equities
Leadership
Hansen
Microsoft Word
SQL
Strategic Planning
Microsoft Office
Credit
Loans
Customer Service
Ryan Derosier Summary
Ryan Derosier, based in Milwaukee, WI, US, is currently a Director - Senior Portfolio Manager at Wintrust Private Client. Ryan Derosier brings experience from previous roles at US Bank Private Wealth Management, BMO Private Bank and M&I Investment Management Corp. Ryan Derosier holds a MBA in Finance @ University of Wisconsin-Milwaukee. With a robust skill set that includes Portfolio Management, Asset Management, Investments, Wealth Management, Economics and more. Ryan Derosier has 1 emails and 2 mobile phone numbers on RocketReach.
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