Ryan Soucy Email & Phone Number
Director of Investment Management @ Wellabe
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Ryan Soucy Location
- Hartford, CT, US
Ryan Soucy Work
- Director of Investment Management @ (August 2026 - Present)
- Consultant @ (June 2026 - August 2026)
- AI Training Specialist @ Outlier.ai / Macro.ai (May 2024 - June 2026)
- Director, Investments - Retail @ (January 2025 - June 2025)
- Director, Portfolio Management @ (October 2014 - September 2023)
- Analyst, Investment Advisory; Enterprise Capital Consulting @ (January 2008 - October 2014)
- Senior Operations Analyst @ (January 2005 - January 2008)
- Client Support Specialist @ (September 2004 - January 2005)
- Portfolio Accountant @ (March 2004 - July 2004)
- Senior Fund Accountant @ (August 2000 - March 2003)
Ryan Soucy Education
- Questrom School of Business, Boston University
BS (Operations Management, Organizational Behavior)
1996-2000
Ryan Soucy Skills
- Access
- Accounting
- Agentic Automation
- Analysis
- Artificial Intelligence (AI)
- Asset Allocation
- Asset Management
- Bloomberg
- Bonds
- Capital Management
- Capital Markets
- Client Presentation
- Communication
- Data Analysis
- Data Visualization
- Dynamic Asset Allocation
- Economics
- Excel
- Executive-level Communication
- Financial Analysis
- Financial Markets
- Financial Modeling
- Financial Reporting
- Fixed Income
- Fixed Income Portfolio Management
- Fixed-Income Investing
- Forechecking/Backchecking
- Fund Accounting
- Insurance
- Insurance Asset Management
- Investment Analysis
- Investment Management
- Investment Portfolios
- Investment Strategies
- Investments
- Large Language Models (LLM)
- Market Risk
- Microsoft Excel
- Microsoft Office
- Microsoft Power BI
- Microsoft PowerPoint
- Microsoft SQL Server
- Microsoft Word
- Performance Attribution
- Portfolio Management
- Portfolio Optimization
- Portfolio Risk Management
- PowerPoint
- Problem Solving
- Programming
- Project Management
- Public Speaking
- Python (Programming Language)
- Quantitative Analytics
- Quantitative Research
- R (Programming Language)
- Relationship Building
- Risk Management
- SQL
- Strategic Asset Management
- Technical Proficiency
- Training
- VBA
- Valuation
- Visual Basic for Applications (VBA)
- Word
- Written Communication
- Marketing
- Leadership
- Research
- Strategic Planning
Ryan Soucy Summary
- Ryan Soucy, based in Hartford, CT, US, is currently a Director of Investment Management at Wellabe. Ryan Soucy brings experience from previous roles at Wellabe, Outlier.ai / Macro.ai, F&G and Conning. Ryan Soucy holds a 1996 - 2000 BS in Operations Management, Organizational Behavior @ Questrom School of Business, Boston University. With a robust skill set that includes Access, Accounting, Agentic Automation, Analysis, Artificial Intelligence (AI) and more. Ryan Soucy has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Wellabe Employees
Julie Larson
Chief Technology and Innovation Officer
Des Moines, IA, US
Dave Keith
President and CEO
Des Moines, IA, US
Todd Nevenhoven
SVP, Chief Operating Officer
Des Moines, IA, US
Mark Stadler
SVP and Chief Sales Officer
Des Moines, IA, US
Kevin Prendergast
VP, CMO
Des Moines, IA, US
Aubrey Ryan
Vice President of Sales
Sarasota, FL, US
Christopher Keene
VP Chief Actuary
Spring, TX, US
Jeff Harms
VP Chief Accounting Officer
Des Moines, IA, US
Tim Hall
EVP Business Development
Cumming, IA, US
Brion Johnson
Board Member
Asheville, NC, US
Christopher Axiotis
VP Risk Management
Des Moines, IA, US
Dan Pollesch
Vice President
Milwaukee, WI, US
Brian Fellner
Sr. VP and CFO
Des Moines, IA, US
Margaret Clark
VP Investment and Analysis
Des Moines, IA, US
Eric Nemmers
Senior Vice Present and General Counsel
Des Moines, IA, US
Samuel Amparo
CEO
New York, NY, US
Jean Latorre
Board Member
New York, NY, US
Sara Lehan
Chief Financial Officer
Des Moines, IA, US
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