Ryan Trujillo Email & Phone Number
Regional Investment Advisor and Bank Trust Relationship Manager @ FocusPoint Private Capital Group
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Ryan Trujillo Location
- Kirkland, WA, US
Ryan Trujillo Work
- Regional Investment Advisor and Bank Trust Relationship Manager @ (January 2025 - Present)
- Vice President, Regional Investment Consultant @ (October 2018 - December 2024)
- Assitant Vice President, Intermediary Sales Consultant @ (May 2017 - October 2018)
- Internal Sales Consultant @ (March 2015 - May 2017)
- Financial Advisor @ (November 2014 - March 2015)
- Sales Representative @ Team Effort (Nike Golf Accessories) (February 2013 - June 2014)
- Field Support Representative @ Nike Golf (August 2009 - August 2013)
Ryan Trujillo Education
- The University of New Mexico - Robert O. Anderson School of Management
Ryan Trujillo Skills
- Investments
- Mutual Funds
- Retirement Planning
- Series 7
- Financial Analysis
- Sales
- Series 63
- Portfolio Management
- Asset Management
- Financial Services
- Fixed Income
- Asset Allocation
- Equities
Ryan Trujillo Summary
- Ryan Trujillo, based in Kirkland, WA, US, is currently a Regional Investment Advisor and Bank Trust Relationship Manager at Capital Group. Ryan Trujillo brings experience from previous roles at T. Rowe Price, Thornburg Investment Management and AXA Advisors, LLC. Ryan Trujillo holds a The University of New Mexico - Robert O. Anderson School of Management. With a robust skill set that includes Investments, Mutual Funds, Retirement Planning, Series 7, Financial Analysis and more. Ryan Trujillo has 2 emails and 1 mobile phone numbers on RocketReach.
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Canise Arredondo
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David Conrod
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Mike Gitlin
President and CEO
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R. Clurman
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