Ryan Smith Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ professional and Principal @ Northeast Planning Associates
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Ryan Smith Location
- Newburyport, MA, US
Ryan Smith Work
- 2014 - now CERTIFIED FINANCIAL PLANNER™ professional and Principal @
- 2009 - 2014 Financial Planner and Financial Services Representative @
- 2008 - 2009 Financial Planner @
- 2000 - 2008 District Manager, Branch Manager and Senior Financial Planner @
- 1998 - 2000 Associate Regional Marketing Manager @
- 1997 - 1998 Corporate Finance Management Training Program @
- 1995 - 1997 Financial Analyst @
Ryan Smith Education
- Virginia Tech 1991 - 1995
Ryan Smith Skills
- Series 24
- Series 63
- Series 7
- Series 6
- Series 65
- Certified Financial Planner
- Public Speaking
- Project Planning
- Securities
- Services
- Accounting
- Training
- Analysis
- Strategic Planning
- Microsoft Word
- Statistics
- Actuarial Science
- Probability
- Quantitative Finance
- Econometrics
- Insurance
- Stata
- Data Analysis
- Tutoring
- Microsoft Excel
- PowerPoint
- Financial Modeling
- VBA
- Mathematics
- Statistical Modeling
- Quantitative Analytics
- SAS
- Microsoft Office
- Customer Service
- English
- Windows
- Research
- Outlook
- Teaching
- Photoshop
- Budgets
- Negotiation
- Editing
- Sales
- Time Management
Ryan Smith Summary
- Ryan Smith, based in Newburyport, MA, US, is currently a CERTIFIED FINANCIAL PLANNER™ professional and Principal at Northeast Planning Associates and LPL Financial. Ryan Smith brings experience from previous roles at MetLife Securities Inc., MML Investors Inc./Davis Group, AIG Retirement/VALIC and Dreyfus Founders Asset Management. Ryan Smith holds a 1991 - 1995 Virginia Tech. With a robust skill set that includes Series 24, Series 63, Series 7, Series 6, Series 65 and more. Ryan Smith has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Northeast Planning Associates Employees
Brian Heffernan
Financial Planner
Southborough, MA, US
Jillyan Argiro
Marketing Manager
Bedford, NH, US
Paul Goyette
Owner and CERTIFIED FINANCIAL PLANNER™ practitioner
Bedford, NH, US
Andrew Doughty
Planning Center
Bedford, NH, US
Ryan Smith
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Newburyport, MA, US
John Caggiano
Financial Planner
Portsmouth, NH, US
Edward Hiers
CEO
Bedford, NH, US
John Ryder
Financial Advisor
Manchester, NH, US
Ben Hiers
President, Chief Operating Officer
Bedford, NH, US
Phillip Curtis
Financial Advisor
Boston, MA, US
Dominic Lucente
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Manchester, NH, US
Beth Plentzas
Financial Advisor
Bedford, NH, US
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