Sr Sales Operations Specialist- RIA and Wealth Management @ (August 2021 - Present)
Internal Wholesaler @ (December 2016 - August 2021)
Internal Wholesaler @ (August 2015 - December 2016)
Senior Investment Advisor @ (August 2003 - July 2015)
Loan Officer @ Bank of the West (June 2001 - July 2003)
Ryan Lozano Education
University of California, Berkeley
CFP Capstone (Finance, General)
2021-2021
UC Irvine
Certificate (Financial Planning and Services)
2014-2014
California State University, Fullerton
Bachelor's degree (Industrial and Organizational Psychology)
2005-2006
Ryan Lozano Summary
Ryan Lozano, based in Los Angeles, CA, US, is currently a Strategic Sales Operations Manager at Capital Group. Ryan Lozano brings experience from previous roles at Capital Group, Capital Group | Canada, Capital Group | American Funds and SchoolsFirst Federal Credit Union. Ryan Lozano holds a 2021 - 2021 CFP Capstone in Finance, General @ University of California, Berkeley. Ryan Lozano has 1 emails and 1 mobile phone numbers on RocketReach.
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