Ryan McCarty Email & Phone Number
Lead Advisor @ Vista Wealth Management Group
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Ryan McCarty Location
- Chicago, IL, US
Ryan McCarty Work
- Lead Advisor @ (November 2023 - Present)
- Onward Adviser and Pooled Employer Plan Onboarding Specialist @ (August 2022 - June 2023)
- Chief Experience Officer @ (August 2021 - August 2022)
- Paraplanner @ Lincoln Financial Group (September 2016 - August 2021)
- Financial Coach @ Financial Peace University (March 2016 - February 2020)
- Compliance Analyst and Project Management @ (July 2014 - September 2016)
- Representative @ (February 2016 - July 2016)
- Lead Patient Transport and Therapy Technician @ (February 2011 - June 2016)
Ryan McCarty Education
- University of Illinois Chicago
Bachelor of Applied Science (BASc) (Health Information/Medical Records Administration/Administrator)
2012-2014 - The American College of Financial Services
Postgraduate Degree (Financial Planning and Services)
2021
Ryan McCarty Skills
- 401(k) Retirement Savings Plans
- ACLS
- Analytical Skills
- Certified Financial Planner
- Client Onboarding
- Clinical Research
- Customer Retention
- Customer Satisfaction
- Customer Service
- Data analytics
- Database Design
- EHR
- EMR
- Epic Systems
- Financial Advisory
- Financial Planning
- HIPAA
- Healthcare
- Healthcare Information Technology
- Healthcare Information Technology (HIT)
- Healthcare Management
- Holistic Financial Planning
- Hospitals
- Income Protection
- Inpatient
- Insurance
- Investment Management
- Investment Strategies
- Investments
- Life Insurance
- Medical Coding
- Medical Terminology
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Patient Safety
- Process Improvement
- Video Production
- Wealth Accumulation
- investment review
Ryan McCarty Summary
- Ryan McCarty, based in Chicago, IL, US, is currently a Lead Advisor at Vista Wealth Management Group. Ryan McCarty brings experience from previous roles at Castle Rock Investment Company, McCarty Money Matters, Lincoln Financial Group and Financial Peace University. Ryan McCarty holds a 2012 - 2014 Bachelor of Applied Science (BASc) in Health Information/Medical Records Administration/Administrator @ University of Illinois Chicago. With a robust skill set that includes 401(k) Retirement Savings Plans, ACLS, Analytical Skills, Certified Financial Planner, Client Onboarding and more. Ryan McCarty has 1 emails on RocketReach.
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