Ryan Piesla Email & Phone Number
Trading Specialist @ Affinity Wealth Management LLC
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Ryan Piesla Location
- Philadelphia, PA, US
Ryan Piesla Work
- Trading Specialist @ (May 2026 - Present)
- Junior Portfolio Manager @ BLBB Advisors, LLC (May 2024 - May 2026)
- Overlay Services Portfolio Administrator @ (July 2021 - May 2024)
- Paraplanner and Registered Advisor and Portfolio Manager @ (May 2018 - July 2021)
- Marketing Director @ (May 2018 - July 2021)
- Administrative Assistant @ (November 2015 - May 2018)
- ShopRite From Home Assistant Department Manager @ ShopRite of Clinton (July 2015 - December 2016)
- Front End Manager @ ShopRite of Clinton (November 2014 - July 2015)
- Cashier @ ShopRite of Clinton (August 2013 - November 2014)
Ryan Piesla Education
- Raritan Valley Community College
Associate’s Degree (Business Administration and Management, General)
- West Chester University of Pennsylvania
Finance (General)
- West Chester University of Pennsylvania
Bachelor's degree (Finance, General)
Ryan Piesla Skills
- Analytical Skills
- Attention to Detail
- Broker-Dealer Compliance
- Brokerage
- Business Process Improvement
- Client Onboarding
- Client Relations
- Communication
- Computer Science
- Creative Problem Solving
- Critical Thinking
- Due Diligence
- Easily Adaptable
- Family Offices
- Finance
- Financial Analysis
- Financial Markets
- Financial Modeling
- Financial Planning
- Financial Planning Software
- Financial Services
- Fixed-Income Investing
- Global Operations
- Investment Advisory Services
- Investment Products
- Investment Research
- Investments
- Leadership
- Managed Accounts
- Marketing
- Mathematics
- Microsoft Excel
- Microsoft Office
- Operations Management
- Order Management
- Performance Measurement
- Personal Financial Planning
- Portfolio Management
- Problem Solving
- Product Knowledge
- Rebalancing
- SMA
- Settlement
- Tax Planning
- Time Management
- Trade Execution
- Training Presentations
- VBA Excel
- Wealth Management Services
- Workload Prioritization
- Grocery
- Styling
- Event Planning
- Microsoft Word
- Supermarkets
- Internationale Beziehungen
Ryan Piesla Summary
- Ryan Piesla, based in Philadelphia, PA, US, is currently a Trading Specialist at Affinity Wealth Management LLC. Ryan Piesla brings experience from previous roles at BLBB Advisors, LLC, Envestnet, Inc and Kucharski Financial Services, LLC. Ryan Piesla holds a Associate’s Degree in Business Administration and Management, General @ Raritan Valley Community College. With a robust skill set that includes Analytical Skills, Attention to Detail, Broker-Dealer Compliance, Brokerage, Business Process Improvement and more. Ryan Piesla has 2 emails and 1 mobile phone numbers on RocketReach.
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