Chief Growth Officer @ (July 2021 - February 2022)
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 (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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