Ryan McWalter Email & Phone Number
Senior Director of Investments @ TruePlan
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Ryan McWalter Location
- Rensselaer, NY, US
Ryan McWalter Work
- Senior Director of Investments @ (February 2022 - Present)
- Investment Research Analyst @ (September 2020 - January 2022)
- Global Alternative Investment Strategist @ (August 2015 - September 2020)
- Alternative Investment Specialist @ (June 2014 - August 2015)
- Associate Regional Director @ Wells Fargo Funds Distributor (April 2011 - June 2014)
- Account Executive @ Parker Point Capital, LLC (subsidiary of Brighton House Associates) (March 2010 - April 2011)
- Research Analyst @ Brighton House Associates (June 2009 - March 2010)
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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