Senior Financial Advisor | Portfolio Manager | Private Client Group@ Raymond James Ltd.
Greater Toronto Area, Canada
Ryan Lewenza, CFA, CMT
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University of Windsor
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FlashIntel GPTRyan Lewenza, CFA, CMT is a highly experienced professional with 22.1 years of work experience. He specializes in fundamental analysis, technical analysis, financial modeling, credit analysis, and Bloomberg. Based in Toronto, Canada, Ryan has held various senior positions at Raymond James Ltd., including Senior Vice President and Portfolio Manager. He has also worked as a Senior Financial Advisor and Portfolio Manager at Turner Investments of Raymond James Ltd. Ryan's expertise and extensive background make him a valuable asset in the financial services industry.
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About
Disclaimers: https://bit.ly/35YUxzZ http://bit.ly/1nspoNn /*********/ Raymond James Ltd. Social Media disclaimer: http://bit.ly/1nspoNn Raymond James (USA) Ltd. Is a member of FINRA/SIPC. Raymond James (USA) Ltd. Advisors may only transact business with residents of the states and/or jurisdictions for which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site. Www.rjlu.com
...See MoreWork Experience
Senior Vice President | Portfolio Manager
Senior Financial Advisor | Portfolio Manager | Private Client Group
Senior Vice President | Portfolio Manager
Senior Vice President | Private Client Strategist | Portfolio Manager
Financial Services
Ryan Lewenza, CFA, CMT's Professional Milestones
- Senior Vice President | Portfolio Manager (2016-06-01~): Developed and executed strategic product placements, resulting in significant revenue growth and market expansion.
- manager money markets and fixed income (2001-10-01~2002-10-01): Successfully implemented innovative financial strategies to optimize liquidity and maximize returns for the fixed income sector.
Education
Finance,
Finance And Economics,
Economics
1994-1998Skill
Fundamental Analysis
Technical Analysis
Financial Modeling
Credit Analysis
Bloomberg
Portfolio Management
Investment Strategies
Investments
Equities
Equity Research
Securities
Trading
Structured Products
Investment Advisory
Capital Markets
Wealth Management
Bonds
Fixed Income
Options
Certification
Colleagues
David Loftus
senior wealth advisor mission wealth advisors of raymond james ltd
Nasir Khattak PMP, SCPM, PMI-ACP
senior vice president & head of technology delivery office of the cio
Micol Haimson
senior vice president national director raymond james ltd chief operating officer raymond james trust québec ltd
Jamie Coulter
ceo raymond james ltd
Adebola Ige
entrepreneur | founder | cybersecurity | community leader | consulting | advisor | exmicrosoft
Other Named Ryan Lewenza, CFA, CMT
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Ryan Lewenza, CFA, CMT works for Raymond James Ltd.
Ryan Lewenza, CFA, CMT's role in Raymond James Ltd. is Senior Financial Advisor | Portfolio Manager | Private Client Group
Ryan Lewenza, CFA, CMT works in the industry of Financial Services
Ryan Lewenza, CFA, CMT's colleagues are David Loftus,Nasir Khattak PMP, SCPM, PMI-ACP,Micol Haimson
Ryan Lewenza, CFA, CMT's latest job experience is Senior Financial Advisor | Portfolio Manager | Private Client Group at Raymond James Ltd.
Ryan Lewenza, CFA, CMT's latest education in University of Windsor
