Ryan O'Shaughnessy Email & Phone Number
Financial Planner @ RWA Wealth Partners
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Ryan O'Shaughnessy Location
- Boston, MA, US
Ryan O'Shaughnessy Work
- Financial Planner @ (July 2025 - Present)
- Relationship Manager @ (April 2023 - July 2025)
- Account Manager @ (February 2022 - April 2023)
- Client Service Manager @ (January 2019 - February 2022)
- Premier Advisor, Assistant Vice President @ (May 2017 - December 2018)
- Licensed Banker @ (January 2016 - May 2017)
- Universal Banker @ (May 2014 - January 2016)
- Tax Intern @ River Bank Inc. (January 2013 - May 2014)
- Activities and Events Assistant @ (September 2011 - May 2014)
- Food and Beverage Management Intern @ (April 2013 - September 2013)
- Human Resources and Marketing Intern @ (September 2012 - December 2012)
- Teacher's Assistant @ (August 2012 - December 2012)
- Merchandise Assistant @ (June 2011 - August 2012)
- Business Analyst Intern @ Sustainable Management & Measurement Institute (March 2012 - May 2012)
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 Boston, 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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