President and CEO - Head Of Wealth Management @ (November 2020 - June 2021)
Principal @ Parker Perspectives LLC (January 2020 - October 2020)
Former CEO on Garden Leave @ (January 2019 - December 2019)
Chief Executive Officer @ (June 2016 - December 2018)
Managing Director, Investment and Planning Solutions @ (June 2014 - June 2016)
Executive Vice President, Investment and Planning Solutions @ (April 2013 - June 2014)
Managing Director, National Accounts and Business Development @ (November 2010 - March 2013)
Managing Director, Product Services @ (December 2007 - November 2010)
Director, Global Strategic Services @ (August 2006 - December 2007)
Director, Retirement Product Management @ (October 2002 - August 2006)
Vice President, Product Manager @ (March 2000 - October 2002)
Senior Regional Marketing Associate @ (June 1997 - March 2000)
Ryan Parker Education
Stanford University Graduate School of Business
Executive Education
2007-2007
University of Michigan
Bachelor of Arts
1993-1997
Ryan Parker Skills
Advisory
Alternative Investments
Asset Allocation
Asset Management
Asset Managment
Brokerage
Business Development
Business Strategy
Change Leadership
Change Management
Charitable Giving
College Savings Plans
ETFs
Equities
FINRA
Financial Advisory
Financial Planning
Financial Services
Global Strategy
Hedge Funds
Institutional
Insurance
Investment Advisory
Investments
Leadership
Management
Marketing
Marketing Strategy
Mergers & Acquisitions
Morningstar
Mutual Funds
New Business Development
Partner Relationship Management
Product Management
Product Strategy
Retail
Retirement
Retirement Planning
Securities Regulation
Series 24
Series 63
Series 7
Strategic Financial Planning
Strategy
Team Leadership
Trading
Wealth 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
Bloomberg Terminal
Strategic Financial
Financial Reporting
Investment Management
RFP
Partner Relationship
Fixed Income
Business Analysis
Strategic Planning
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 @ Stanford University Graduate School of Business. With a robust skill set that includes Advisory, Alternative Investments, Asset Allocation, Asset Management, Asset Managment and more. Ryan Parker has 2 emails and 3 mobile phone numbers on RocketReach.
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