Ryan Munroe Email & Phone Number
Partner and Wealth Manager @ Creative Planning
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Ryan Munroe Location
- San Diego, CA, US
Ryan Munroe Work
- Partner and Wealth Manager @ (January 2024 - Present)
- Private Wealth Manager @ (January 2022 - Present)
- Senior Wealth Advisor @ (May 2021 - December 2021)
- Wealth Counselor @ (September 2019 - May 2021)
- JP Morgan Private Bank - Los Angeles Territory @ (June 2018 - September 2019)
- Senior Internal Sales Consultant @ (May 2017 - May 2018)
- Wealth Management @ (January 2013 - May 2017)
Ryan Munroe Education
- Colorado State University
Bachelor of Science (B.S.) (Finance; Investment Analysis)
- Yale School of Management
Investment Management Theory & Practice - A CIMA® Certification Registered Education Course (CIMA®)
Ryan Munroe Skills
- Certified Financial Planner
- Investment Advisory Services
- Public Speaking
- Investment Advisory
- Financial Planning
- Wealth Management
- Retirement Planning
- Mutual Funds
- Sales
- Customer Relationship Management (CRM)
- Financial Services
- Securities
- Investments
- Fixed Income
- 401k
- Equities
- Data Analysis
- Financial Analysis
- Options
- Finance
- Asset Allocation
- Economics
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Office
- Microsoft Word
- Leadership
- Customer Service
- Teamwork
- Retirement
- ETFs
Ryan Munroe Summary
- Ryan Munroe, based in San Diego, CA, US, is currently a Partner and Wealth Manager at Creative Planning. Ryan Munroe brings experience from previous roles at Creative Planning, Reilly Financial Advisors, Versant Capital Management, Inc. and J.P. Morgan. Ryan Munroe holds a Bachelor of Science (B.S.) in Finance; Investment Analysis @ Colorado State University. With a robust skill set that includes Certified Financial Planner, Investment Advisory Services, Public Speaking, Investment Advisory, Financial Planning and more. Ryan Munroe has 6 emails and 7 mobile phone numbers on RocketReach.
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