Strategy Analyst, Team Lead
BBA, Managerial Finance | University of Mississippi
As a strategy analyst, Ryan is a crucial part of the onboarding process, assessing what resources and deficits clients have to their name. He compiles all this information into balance sheets and analytical templates and works with the data team to establish an investment plan, evaluate the client’s Personal Financial Enterprise, and implement a variety of projects for the client. As team lead, he delegates tasks needed to advance a client’s strategy to keep account information secure and up to date.
“We question everything. Just because something’s ‘right’ doesn’t mean it’s optimum. I like taking that extra step. Figuring the problem out feels amazing.”Contact vCard firstname.lastname@example.org 662.371.4131