Ryan Parker Email & Phone Number
Chairman and CEO @ EP Wealth Advisors
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Ryan Parker Location
- Salt Lake City, UT, US
Ryan Parker Work
- 2025 -now Chairman and CEO @
- 2023 -2025 Chief Executive Officer @
- 2022 -2023 President @
- 2020 -2022 Vice Chairman @ Lefteris Acquisition Corp
- 2021 -2022 Chief Growth Officer @
- 2020 -2021 President and CEO - Head Of Wealth Management @
- 2020 -2020 Principal @ Parker Perspectives LLC
- 2019 -2019 Former CEO on Garden Leave @
- 2016 -2018 Chief Executive Officer @
- 2014 -2016 Managing Director, Investment and Planning Solutions @
- 2013 -2014 Executive Vice President, Investment and Planning Solutions @
- 2010 -2013 Managing Director, National Accounts and Business Development @
- 2007 -2010 Managing Director, Product Services @
- 2006 -2007 Director, Global Strategic Services @
- 2002 -2006 Director, Retirement Product Management @
- 2000 -2002 Vice President, Product Manager @
- 1997 -2000 Senior Regional Marketing Associate @
Ryan Parker Education
- Stanford University Graduate School of Business
Executive Education (Finance and Accounting)
2007-2007 - University of Michigan
Bachelor of Arts (Political Science)
1993-1997
Ryan Parker Skills
- Asset Management
- Retail
- Institutional
- Brokerage
- Financial Planning
- Advisory
- Retirement
- College Savings Plans
- Charitable Giving
- Insurance
- Global Strategy
- Product Strategy
- Marketing Strategy
- New Business Development
- Partner Relationship Management
- Team Leadership
- Change Leadership
- Asset Managment
- Product Management
- Strategic Financial Planning
- Financial Advisory
- Business Development
- Change Management
- Marketing
- Investments
- Leadership
- Alternative Investments
- Financial Services
- Morningstar
- Equities
- Hedge Funds
- Business Strategy
- Mergers & Acquisitions
- ETFs
- Asset Allocation
- FINRA
- Mutual Funds
- Series 7
- Wealth Management
- Series 63
- Investment Advisory
- Retirement Planning
- Strategy
- Management
- Due Diligence
- Investment Strategies
- Microsoft Office
- Bloomberg
- Valuation
- Emerging Markets
- Finance
- Accounting
- Client Relations Skills
- RFP Generation
- Operational Due Diligence
- Mergers and Acquisitions
- RFP Design
- Account Reconciliation
- Research
- Trading
- Series 24
- Bloomberg Terminal
- Strategic Financial
- Financial Reporting
- Investment Management
- RFP
- Partner Relationship
- Fixed Income
- Business Analysis
- Strategic Planning
- Securities Regulation
Ryan Parker Summary
- Ryan Parker, based in Salt Lake City, UT, US, is currently a Chairman and CEO at EP Wealth Advisors. Ryan Parker brings experience from previous roles at EP Wealth Advisors and Lefteris Acquisition Corp. Ryan Parker holds a 2007 - 2007 Executive Education in Finance and Accounting @ Stanford University Graduate School of Business. With a robust skill set that includes Asset Management, Retail, Institutional, Brokerage, Financial Planning and more. Ryan Parker has 2 emails and 3 mobile phone numbers on RocketReach.
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Top EP Wealth Advisors Employees
Elena Stebakov
Managing Director, Head of Product
Austin, TX, US
Patrick Donovan
Managing Director and Partner
Boston, MA, US
Jorge Bernal
Chief Operating Officer
United States
Robert Falconer
Vice President, Advisor
California, United States
Jim Mocci
Managing Director, Head of Marketing
California, United States
Dillon McGill
Vice President
San Luis Obispo, CA, US
Clay Zachry
Senior Vice President and Partner
Torrance, CA, US
Alan Berkshire
Chief Administrative Officer and General Counsel
Torrance, CA, US
Mario Chilin
Chief Compliance Officer
Torrance, CA, US
Giorgina Nguyen
Vice President, Wealth Advisor
Torrance, CA, US
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