2016 -2019 Vice President of Sales and Client Service @
2015 -2016 Regional Associate @
2014 -2015 Internal Sales @
2013 -2014 Associate Director @
2009 -2013 Senior Internal Sales Consultant and Internal Advisory Council @
Ryan Newton Education
Fort Lewis College
BA (Business Management & Finance)
1995-1999
Ryan Newton Skills
Retirement Planning
Asset Allocation
Risk Management
Alternative Investments
Investments
401k
Asset Management
Series 7
Wholesaling
Wealth Management
Financial Services
Investment Strategies
Investment Management
Portfolio Management
Sales Process
Customer Relationship Management (CRM)
Investment Advisory
Life Insurance
Health Insurance
Coaching
Leadership
Annuities
ETFs
Series 24
Series 6
RIAs
Territory Management
Qualifying Prospects
SMA
Long Term Care Insurance
Series 63
Social Media
Fixed Annuities
Series 66
Mutual Funds
Separately Managed Accounts
Customer Service
Separately Managed
Wholesale
Ryan Newton Summary
Ryan Newton, based in Denver, CO, US, is currently a Regional Vice President at Highland Capital Brokerage. Ryan Newton brings experience from previous roles at Cetera Investment Services LLC, Sterling & Sage, LLC - Gratitude Starters and Cambiar Investors. Ryan Newton holds a 1995 - 1999 BA in Business Management & Finance @ Fort Lewis College. With a robust skill set that includes Retirement Planning, Asset Allocation, Risk Management, Alternative Investments, Investments and more. Ryan Newton has 2 emails and 2 mobile phone numbers on RocketReach.
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