Portfolio Manager | Head Of Investments@ Hedeker Wealth, LLC
Indianapolis, Indiana, United States
Thomas Ryan
GET FULL PROFILE 
DePaul Driehaus College of Business
Real-Time AI Research
FlashIntel GPT
Tell me more about Thomas Ryan?
FlashIntel GPTThomas Ryan is an experienced Portfolio Manager with 16.4 years of work experience in the financial services industry. He is skilled in portfolio management, asset allocation, and portfolio construction, with a strong understanding of financial planning, risk management, and trust and estate services. Thomas has a Masters of Business Administration degree and is a CFA Level III Candidate. He has worked at Hedeker Wealth, LLC, Huntington National Bank, Northern Trust Corporation, and GE Financial Group, gaining expertise in various roles such as Portfolio Manager and Head of Investments. Thomas is based in Vernon Hills, Illinois.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Experienced Portfolio Manager with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Asset Allocation, and Portfolio Construction with an understanding of Financial Planning, Risk Management and Trust and Estate Services. Coupled with my professional experience is a strong education. I have a Masters of Business Administration (M.B.A.) focused in Finance, Strategy Execution and Valuation from DePaul University - Charles H. Kellstadt Graduate School of Business. Additionally, I am a CFA Level III Candidate.
...See MoreWork Experience
Portfolio Manager | Head Of Investments
Financial Services
Thomas Ryan's Professional Milestones
- Portfolio Manager III (2017-11-01~2020-08-01): Successfully managed and secured high-value investments in critical client portfolios, driving profitability and financial growth.
- Audit And Control Analyst Private Equity (2007-06-01~2011-06-01): Implementing robust auditing strategies to optimize private equity portfolio performance.
Education
Finance,
Strategy Execution And Valuation
2011-2013Skill
Call Centers
Customer Satisfaction
Process Improvement
Insurance
Service Delivery
Bpo
Workforce Management
Analysis
Team Management
Project Management
Mis
Sla
Outsourcing
Business Strategy
Vendor Management
Customer Service
Portfolio Management
Wealth Management
Trading
Financial Analysis
Financial Modeling
Investments
Asset Allocation
Mutual Funds
Alternative Investments
Securities
Equities
Finance
Valuation
Bloomberg
Bloomberg Terminal
High Net Worth Individuals
Trust Services
Certification
Colleagues
Dean Hedeker
busy professionals: have you recently changed your job? we can help you avoid the top ten ira rollover mistakes we help grow your assets minimize your taxes and protect your family so your money stays with you
Vidad Akish
--
Brian Sullivan
client relations and portfolio administrator at hedeker wealth llc
Other Named Thomas Ryan
Frequently asked questions
We found 8 Thomas Ryan's email addresses
We found 3 Thomas Ryan's phone numbers
Thomas Ryan's social media include: Linkedin,
Thomas Ryan works for Hedeker Wealth, LLC
Thomas Ryan's role in Hedeker Wealth, LLC is Portfolio Manager | Head Of Investments
Thomas Ryan works in the industry of Financial Services
Thomas Ryan's colleagues are Dean Hedeker,Vidad Akish,Brian Sullivan
Thomas Ryan's latest job experience is Portfolio Manager | Head Of Investments at Hedeker Wealth, LLC
Thomas Ryan's latest education in DePaul Driehaus College of Business
