Ryan Thomason Email & Phone Number
Portfolio Manager @ Optivest Wealth Management
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Ryan Thomason Location
- Dana Point, CA, US
Ryan Thomason Work
- 2023 -now Portfolio Manager @
- 2020 -2023 Associate Portfolio Manager @
- 2017 -2020 Associate Portfolio Manager @
- 2014 -2016 Portfolio Analyst @
- 2011 -2014 Senior Credit Analyst @
- 2009 -2010 Intern @ Monarch Wealth Strategies
Ryan Thomason Education
- University of California, Santa Barbara
Bachelor of Arts (B.A.) (Business Economics)
2006-2010
Ryan Thomason Skills
- Credit Analysis
- Credit
- Loans
- Portfolio Management
- Banking
- Credit Risk
- Financial Analysis
- Underwriting
- Commercial Lending
- Financial Risk
- Financial Modeling
- Commercial Banking
- Relationship Management
- Investments
- Microsoft Office
- Asset Allocation
- Equities
- Securities
- Investment Strategies
Ryan Thomason Summary
- Ryan Thomason, based in Dana Point, CA, US, is currently a Portfolio Manager at Optivest Wealth Management. Ryan Thomason brings experience from previous roles at Optivest Wealth Management, City National Rochdale and City National Bank. Ryan Thomason holds a 2006 - 2010 Bachelor of Arts (B.A.) in Business Economics @ University of California, Santa Barbara. With a robust skill set that includes Credit Analysis, Credit, Loans, Portfolio Management, Banking and more. Ryan Thomason has 2 emails and 2 mobile phone numbers on RocketReach.
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