Ryan Wah Location
- Los Angeles, CA, US
Ryan Wah Work
- 2019 - now Independent Financial Advisor @
- 2011 - 2018 Operations Administrator @
- 2008 - 2009 Research Analyst and Junior Speechwriter @
- 2007 - 2008 Research Analyst @
Ryan Wah Education
- University of Southern California 2016 - 2018
- UC Santa Barbara 2003 - 2008
- Loyola High School of Los Angeles 1999 - 2003
Ryan Wah Skills
- Portfolio Accounting
- Advent Portfolio Exchange Apx
- Advent Import Export Utility
- Gips Standards
- Informa
- Performance Measurement
- Axys
- Callan Associates
- Ubs
- MS Excel
- Rbc Wealth Management
- Performance Attribution
- Interactive Data
- Evestment
- Td Ameritrade Institutional
- Advent Portfolio Exchange
- Time Weighted Returns Twr
- Performance Appraisal
- Gips
- Tableau
- Investment Advisory
- SAS
- Wilshire Compass Portal
- Advent Dataport
- Fidelity Investments
- Morningstar
- Account Reconciliation
- Rbc
- Advent Axys
- Import Export Utility
- Scottrade
- Lpl Financial
- Separately Managed Accounts
- Tda Advisordirect
- Questionnaires
- Performance Calculation
- SQL
- Institutional Investment Databases
- Schwab Institutional
- Performance Reporting
- GIPS Compliance
- RIA
- Back Office Operations
- Advent Coding Language
Ryan Wah Summary
- Ryan Wah, based in Los Angeles, CA, US, is currently a Independent Financial Advisor at Attlee Capital. Ryan Wah brings experience from previous roles at Churchill Management Group, U.S. Small Business Administration and Rudy Giuliani Presidential Committee. Ryan Wah holds a 2016 - 2018 University of Southern California. With a robust skill set that includes Portfolio Accounting, Advent Portfolio Exchange Apx, Advent Import Export Utility, Gips Standards, Informa and more. Ryan Wah has 2 emails and 1 mobile phone numbers on RocketReach.
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Ryan Wah
Independent Financial Advisor
Los Angeles, CA, US
Top Attlee Capital Employees
Ryan Wah
Independent Financial Advisor
Los Angeles, CA, US
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