senior wealth strategist at bny mellon wealth management@ BNY Mellon Wealth Management
Orinda, California, United States
Ryan Szczepanik
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Harvard Law School Executive Education
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FlashIntel GPTRyan Szczepanik is a Senior Wealth Strategist at BNY Mellon Wealth Management with over 20 years of experience. He works closely with wealthy families, corporate executives, and business owners to provide comprehensive wealth planning services. Ryan focuses on complex issues related to trusts, estates, and financial planning impacting wealthy families, key corporate executives, and business owners. He has a strong background in courts, dispute resolution, legal research, legal writing, and litigation. Ryan's expertise and leadership have contributed to the success of BNY Mellon Wealth Management.
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About
I am a Senior Wealth Strategist at BNY Mellon Wealth Management. I work closely with wealthy families, key corporate executives, business owners, and their advisors to provide comprehensive wealth planning services. I support the thought leadership and initiatives of the organization with respect to the delivery of services in the fields of trusts, estates, and financial planning. I focus on complex issues surrounding all areas of trusts, estates, and financial planning impacting wealthy families, key corporate executives and business owners.
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senior wealth strategist at bny mellon wealth management
Senior Wealth Strategist
Financial Services
Ryan Szczepanik's Professional Milestones
- Associate (2006-10-01~2012-09-01): Coordinated team efforts, maximizing efficiency and fostering a culture of success.
- Associate (2003-09-01~2006-09-01): Helped achieve company goals, gaining valuable industry experience and fostering a diverse work culture.
Education
Skill
Courts
Dispute Resolution
Legal Research
Legal Writing
Litigation
Mediation
Trials
Commercial Litigation
Corporate Law
Employment Law
Civil Litigation
Class Actions
Construction Law
Corporate Governance
Appeals
Trade Secrets
Securities Litigation
Securities Regulation
Westlaw
Business Litigation
Intellectual Property
International Arbitration
Patent Litigation
Arbitration
Employment Discrimination
Product Liability
Certification
Colleagues
Dennis Tucker
experienced product owner business analyst business system analyst
Bryan Besecker, CFA, CAIA
investment strategist and edtech founder
Kris Radmer
Chief Information Security Officer
Erica E. Lord
Chief Fiduciary Officer
Melissa Sexton, CFA
chief risk officer bny mellon wealth management & bny mellon n a
Other Named Ryan Szczepanik
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Ryan Szczepanik works for BNY Mellon Wealth Management
Ryan Szczepanik's role in BNY Mellon Wealth Management is senior wealth strategist at bny mellon wealth management
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Ryan Szczepanik's colleagues are Dennis Tucker,Bryan Besecker, CFA, CAIA,Kris Radmer
Ryan Szczepanik's latest job experience is senior wealth strategist at bny mellon wealth management at BNY Mellon Wealth Management
Ryan Szczepanik's latest education in Harvard Law School Executive Education
