Ryan McWalter Email & Phone Number
Senior Director of Investments @ TruePlan
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Ryan McWalter Location
- Rensselaer, NY, US
Ryan McWalter Work
- 2022 - now Senior Director of Investments @
- 2020 - 2022 Investment Research Analyst @
- 2015 - 2020 Global Alternative Investment Strategist @
- 2014 - 2015 Alternative Investment Specialist @
- 2011 - 2014 Associate Regional Director @ Wells Fargo Funds Distributor
- 2010 - 2011 Account Executive @ Parker Point Capital, LLC (subsidiary of Brighton House Associates)
- 2009 - 2010 Research Analyst @ Brighton House Associates
Ryan McWalter Education
- Hobart College
Bachelor's degree (History and American Studies)
2003 - 2007
Ryan McWalter Skills
- Alternative Investments
- Uniform Combined State Law
- Equities
- Investment Management
- FINRA
- Series 7
- New Business Development
- Relationship Management
- Investments
- Hedge Funds
- Private Equity
- Series 63
- Mutual Funds
- Fixed Income
- Asset Allocation
- Business Development
- Trading
- SQL
- Strategy
- Customer Service
- Research
- Marketing
Ryan McWalter Summary
- Ryan McWalter, based in Rensselaer, NY, US, is currently a Senior Director of Investments at TruePlan. Ryan McWalter brings experience from previous roles at HANYS Benefit Services, Wells Fargo Investment Institute, Global Alternative Investment Services, Inc., at Wells Fargo and Wells Fargo Funds Distributor. Ryan McWalter holds a 2003 - 2007 Bachelor's degree in History and American Studies @ Hobart College. With a robust skill set that includes Alternative Investments, Uniform Combined State Law, Equities, Investment Management, FINRA and more. Ryan McWalter has 2 emails and 1 mobile phone numbers on RocketReach.
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