2021 -2022 Managing Director, Client Service and Operations @
2018 -2021 Vice President, Digital Experience @
2016 -2018 Consultant @ LORING WARD
2014 -2016 Vice President, Advisor Relations - Business Planning and Execution @ LORING WARD
2011 -2013 Senior Team Manager, Business Consulting Services @
Sheila Ryan Education
William James College
Master's degree (Organizational Psychology)
2018-2020
Boston College Carroll School of Management
MBA (Finance and Accounting)
2005-2007
Babson College
BS (Finance)
1997-2000
Sheila Ryan Skills
Asset Allocation
Investment Strategies
IT Operations
Financial Planning
Equities
Investment Advisory
Operations Management
Financial Analysis
Technology
Securities
Teaching
Sheila Ryan Summary
Sheila Ryan, based in Sarasota, FL, US, is currently a Executive Vice President at Compound. Sheila Ryan brings experience from previous roles at Focus Partners Wealth. Sheila Ryan holds a 2018 - 2020 Master's degree in Organizational Psychology @ William James College. With a robust skill set that includes Asset Allocation, Investment Strategies, IT Operations, Financial Planning, Equities and more. Sheila Ryan has 1 mobile phone numbers on RocketReach.
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