Ryan Wardell
Old Dominion University
Tell me more about Ryan Wardell?
Ryan Wardell is an ambitious self-starter with 13.1 years of experience in the brokerage industry. He has a strong skill set in securities, financial services, and portfolio management. Ryan is known for his ability to prioritize workloads and multitask in stressful and time-sensitive environments. He is currently seeking the CFA designation and a level 2 candidate. Ryan has worked at Fidelity Investments and Scottrade, gaining valuable experience in investment consulting, stock brokerage, and quantitative analysis. He is based in the United States.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Ambitious self-starter who follows tasks through to completion with eight years experience in the brokerage industry. Ability to prioritize workloads and multi-task in stressful and time sensitive environments. Strives on establishing rapport with clients and colleagues to foster a successful business atmosphere. Currently, seeking the CFA designation and a level 2 candidate.
Work Experience
quantitative analyst at crescat capital
Investment Management
Ryan Wardell's Professional Milestones
- High Net Worth Associate (2018-10-01~2020-02-01): Increasing the company's net value through strategic investment strategies.
- Stock Broker (2010-09-01~2012-10-01): Achieving consistent profitability by effectively negotiating and negotiating high-volume financial transactions.
Education
Economics,
Finance,
Bachelors,
Bachelor Of Business Administration,
Finance And Economics
2005-2010Skill
Securities
Financial Services
Finance
Series 7
63 Licenses
Financial Planning
Investments
Portfolio Management
Financial Analysis
Technical Analysis
Microsoft Excel
Powerpoint
Microsoft Office
Customer Service
Public Speaking
Microsoft Word
Time Management
Teamwork
Equities
Fixed Income
Mutual Funds
Sales
Financial Markets
Options Strategies
Certification
Colleagues
Linda Smith
Chief Operating Officer
Kevin C. Smith, CFA
Founder | Chief Investment Officer
Lisa Thieme
strategic resource exploration manager energy equilibrium solutions
Linda Carleu Smith, CPA
Chief Operating Officer
Tavi Costa
Portfolio Manager
Other Named Ryan Wardell
Frequently asked questions
We found 3 Ryan Wardell's email addresses
We found 2 Ryan Wardell's phone numbers
Ryan Wardell works for Crescat Capital
Ryan Wardell's role in Crescat Capital is quantitative analyst at crescat capital
Ryan Wardell works in the industry of Investment Management
Ryan Wardell's colleagues are Linda Smith,Kevin C. Smith, CFA,Lisa Thieme
Ryan Wardell's latest job experience is quantitative analyst at crescat capital at Crescat Capital
Ryan Wardell's latest education in Old Dominion University