Ryan Thomason Email & Phone Number
Portfolio Manager @ Optivest Wealth Management
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Ryan Thomason Location
- San Juan Capistrano, CA, US
Ryan Thomason Work
- Wealth Advisor @ (January 2026 - Present)
- Portfolio Manager @ (August 2023 - Present)
- Associate Portfolio Manager @ (July 2020 - August 2023)
- Associate Portfolio Manager @ (January 2017 - July 2020)
- Portfolio Analyst @ (July 2014 - December 2016)
- Senior Credit Analyst @ (July 2011 - July 2014)
- Intern @ Monarch Wealth Strategies (November 2009 - August 2010)
Ryan Thomason Education
- UC 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 San Juan Capistrano, CA, US, is currently a Portfolio Manager at Optivest Wealth Management. Ryan Thomason brings experience from previous roles at Optivest Wealth Management and City National Rochdale. Ryan Thomason holds a 2006 - 2010 Bachelor of Arts (B.A.) in Business Economics @ UC 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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