Client Relationship Specialist
Ryan assists advisors with operational and administrative tasks with financial planning, including new client onboarding, preparing materials for client meetings, and assisting with client requests for transfers of funds.
Ryan graduated in 2022 with a degree in Finance. While in school he completed a Financial Planning Capstone project where he created a plan to help address a “client’s” financial needs and goals.
BS, Finance, Penn State Behrend
In Ryan’s free time he enjoys working out and golfing.