Ryan Koenig Email & Phone Number
Director, Advisor Technology @ Farther Finance
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Ryan Koenig Location
- Buffalo, NY, US
Ryan Koenig Work
- 2020 -now Director, Advisor Technology @
- 2018 -2020 Associate Director, Digital Wealth Sales @
- 2013 -2018 Vice President | Financial Advisor @
- 2012 -2013 Financial Adviser | Training Manager @
- 2009 -2012 Business Expert | Personal Banker @
- 2008 -2009 Branch Manager Trainee I @
Ryan Koenig Education
- Colorado State University
Master of Business Administration (MBA) (Certificate in Marketing Management)
2016-2018 - State University of New York College at Buffalo
Psychology (Cognitive )
2004-2008
Ryan Koenig Skills
- Financial Planning
- Estate Planning
- Insurance Planning
- Investment Banking
- Financial Advisory
- Securities
- Mutual Funds
- College Savings Plans
- Retirement Planning
- Term Life Insurance
- Whole Life
- Universal Life
- Disability Insurance
- Investments
- Loss Mitigation
- Business Planning
- Loans
- Finance
- Asset Management
- Wealth Management
- Financial Analysis
- Portfolio Management
- Customer Service
- Financial Services
- Management
- Leadership
- Mortgage Lending
- Microsoft Office
- Sales
- Consumer Lending
- Asset Allocation
- Data Analysis
- Sales Management
- Customer Relationship Management (CRM)
- Salesforce.com
- Sales Presentations
- Presentation Skills
- Public Speaking
- Marketing Strategy
- Marketing
- Business-to-Business (B2B)
- Insurance
- Microsoft Excel
- Business Development
- Business Process Improvement
- Account Management
- Solution Selling
- Personal Finance
- Legal Advice
- Strategic Planning
- Active
- Training
- Sold
- Process Refinement
- Denver
- Marketing Management
- Small Business
- Project Planning
- Business Administration
- Referrals
- Wells Fargo
- Asset
- Underwriting
- Small Business Lending
- Revision
- Branches
- Real Estate
- Consulting
- Capital
- Business to Business B2b
- Customer Acquisition
- Trade Unions
- Team Oriented
- Series 65
- Colorado
- Commercial Banking
- Employee Management
- Decisioning
- Solution
- Culture
- Credit
- Psychology
- Art
- Dashboard
- Retail Banking
- Responsibility
- Business Services
- Platforms
- Project Management
- Training and Development
- Start Ups
- Performer
- Investment Management
- Microsoft Word
- Atomic Absorption
- Customer Relationship Management Crm
- SaaS
- Customer Relationship Management
- Business to Business
Ryan Koenig Summary
- Ryan Koenig, based in Buffalo, NY, US, is currently a Director, Advisor Technology at Farther. Ryan Koenig brings experience from previous roles at Apex Clearing Corporation, Personal Capital, Trilogy Financial Services and Wells Fargo. Ryan Koenig holds a 2016 - 2018 Master of Business Administration (MBA) in Certificate in Marketing Management @ Colorado State University. With a robust skill set that includes Financial Planning, Estate Planning, Insurance Planning, Investment Banking, Financial Advisory and more. Ryan Koenig has 3 emails and 1 mobile phone numbers on RocketReach.
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