Ryan O'Shaughnessy Email & Phone Number
Financial Planner @ RWA Wealth Partners
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Ryan O'Shaughnessy Location
- Lowell, MA, US
Ryan O'Shaughnessy Work
- 2025 - now Financial Planner @
- 2023 - 2025 Relationship Manager @
- 2022 - 2023 Account Manager @
- 2019 - 2022 Client Service Manager @
- 2017 - 2018 Premier Advisor, Assistant Vice President @
- 2016 - 2017 Licensed Banker @
- 2014 - 2016 Universal Banker @
- 2013 - 2014 Tax Intern @ River Bank Inc.
- 2011 - 2014 Activities and Events Assistant @
- 2013 - 2013 Food and Beverage Management Intern @
- 2012 - 2012 Human Resources and Marketing Intern @
- 2012 - 2012 Teacher's Assistant @
- 2011 - 2012 Merchandise Assistant @
- 2012 - 2012 Business Analyst Intern @ Sustainable Management & Measurement Institute
Ryan O'Shaughnessy Education
- Stonehill College
Bachelor's degree (Accounting)
2010 - 2014 - Lowell High School
High School Diploma
2006 - 2010
Ryan O'Shaughnessy Skills
- Customer Service
- salesforce
- Team-oriented
- Accounting
- Sales Management
- Inventory Control
- Research
- Social Media
- Telemarketing
- Financial Analysis
- Finance
- Notary Public
- Microsoft Office
- PowerPoint
- Bloomberg
- Microsoft Word
- Microsoft Excel
- QuickBooks
- Focus Groups
- Management
- ProSeries
- Series 65
- Sales
- Team Oriented
- Marketing
Ryan O'Shaughnessy Summary
- Ryan O'Shaughnessy, based in Lowell, MA, US, is currently a Financial Planner at RWA Wealth Partners. Ryan O'Shaughnessy brings experience from previous roles at RWA Wealth Partners and Citizens Bank. Ryan O'Shaughnessy holds a 2010 - 2014 Bachelor's degree in Accounting @ Stonehill College. With a robust skill set that includes Customer Service, salesforce, Team-oriented, Accounting, Sales Management and more. Ryan O'Shaughnessy has 2 emails and 1 mobile phone numbers on RocketReach.
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Top RWA Wealth Partners Employees
Carlos Sotero
Chief Technology Officer
Scottsdale, AZ, US
Christopher Hagan
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Boston, MA, US
Nicole Lachapelle
President of Family Office
Boston, MA, US
Don MacKenzie
Chief Financial Officer
Boston, MA, US
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