Ryan O'Toole Email
Client Relationship Associate @ Wealth Planning Resources, LLC
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Ryan O'Toole Location
- Waltham, MA, US
Ryan O'Toole Work
- Client Relationship Associate @ (October 2024 - Present)
- Financial Analyst @ (June 2023 - August 2023)
- Finance Intern @ (June 2022 - August 2022)
Ryan O'Toole Education
- Bentley University - McCallum Graduate School of Business
Master of Science - MS (Finance, General)
2022-2024 - Bentley University
Bachelor of Science - BS (Finance, General)
2020-2023 - Waltham Sr High School
High School Diploma
2016-2020
Ryan O'Toole Skills
- Accepting Responsibility
- Appraising
- Communication
- Data Analysis
- Data Modeling
- Financial Analysis
- Investment Analysis
- Leadership
- Microsoft Excel
- Problem Solving
- Relator
Ryan O'Toole Summary
- Ryan O'Toole, based in Waltham, MA, US, is currently a Client Relationship Associate at Wealth Planning Resources, LLC. Ryan O'Toole brings experience from previous roles at B. Riley Financial and DXL Group. Ryan O'Toole holds a 2022 - 2024 Master of Science - MS in Finance, General @ Bentley University - McCallum Graduate School of Business. With a robust skill set that includes Accepting Responsibility, Appraising, Communication, Data Analysis, Data Modeling and more. Ryan O'Toole has 1 emails on RocketReach.
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