Kevin Ryan
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Kevin Ryan Email & Phone Number

Location: Newtown Square, Pennsylvania, United States 10 work roles 2 schools
1 work email found @xactus.com 4 phones found area 215 and 866 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email k****@xactus.com
Direct phone (215) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
CFO
Location
Newtown Square, Pennsylvania, United States

Who is Kevin Ryan? Overview

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Quick answer

Kevin Ryan is listed as CFO at World Investment Advisors (formerly Pensionmark), based in Newtown Square, Pennsylvania, United States. AeroLeads shows a work email signal at xactus.com, phone signal with area code 215, 866, and a matched LinkedIn profile for Kevin Ryan.

Kevin Ryan previously worked as Chief Financial Officer at World Investment Advisors (Formerly Pensionmark) and Chief Financial Officer at Xactus. Kevin Ryan holds Mba, Finance, Marketing, Or, Entrepreneurship from Carnegie Mellon University - Tepper School Of Business.

Company email context

Email format at World Investment Advisors (formerly Pensionmark)

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{first}.{last}@xactus.com
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AeroLeads found 1 current-domain work email signal for Kevin Ryan. Compare company email patterns before reaching out.

Profile bio

About Kevin Ryan

Middle-market CEO/CFO with a unique experience helping companies find better ways to leverage data so they can make better decisions. I have experience working in a private equity environment since 2007 and have been in either a CFO or CEO role since 2014.I have significant expertise in managing, understanding, and analyzing data. I started using data analysis tools like Python in 2003 while I was working for Deloitte, and have continued to build on those skills ever since.Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940.

Listed skills include Financial Modeling, Financial Reporting, Accounting, Financial Analysis, and 9 others.

Current workplace

Kevin Ryan's current company

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World Investment Advisors (formerly Pensionmark)
World Investment Advisors (Formerly Pensionmark)
CFO
AeroLeads page
10 roles

Kevin Ryan work experience

A career timeline built from the work history available for this profile.

Chief Financial Officer

Broomall, Pennsylvania, US

Leading the Xactus finance organization by creating data and analytical reporting tools that support the company’s mission of advancing the modern mortgage. By working with a world-class team and supporting their efforts with a superior analytical framework, we drive efficiencies for our business and for our clients’ businesses.

Mar 2022 - May 2024

Ceo

New York, NY, US

Mar 2017 - Jun 2021

Cfo

New York, NY, US

At Keane, I started out managing finance/accounting, IT, and human resources. I was then promoted to CEO and led the turnaround effort starting in 2017.

Mar 2014 - Mar 2017

Director

Cleveland, Ohio, US

While at CMF, my primary focus was serving private equity portfolio companies. Specifically, assisting them with post-close finance and accounting support including net working capital adjustments, creating opening balance sheets, developing a financial close process, etc. In addition, I also worked on special projects such as a carve-out of a $400m food.

Aug 2012 - Feb 2014

Co-Founder

Data Mules Llc

Co-founder of Data Mules, LLC. Data Mules was trying to build financial modeling software that offered flexibility similar to Excel, but that gave the user more guardrails so it was not as easy to make mistakes.

Jun 2011 - Jul 2012

Senior Director Of Finance And Business Analysis

Philadelphia, PA, US

Helping set the company's pricing and retention strategies based on an analysis of the underlying data. Furthermore, working this information into the company-wide financial forecasting models. Also helped create business critical models used throughout the organization (e.g., customer profitability and NPV models, attrition models, etc.).

Jun 2009 - Jul 2011

Principal

Cleveland, Ohio, US

Assisting middle market clients with a need for CFO type services, typically in a "post transaction world". Normally this meant helping companies recently purchased by a private equity fund. Thus, services generally included assisting with the purchase accounting, enhancing the accounting and finance capabilities of the company, assisting with debt.

Nov 2007 - Jun 2009

Manager

New York, NY, US

Worked on several large forensic accounting projects. The largest project was for a healthcare company that was attempting to recoup tax monies paid to the IRS on fraudulently reported earnings. I was one of three lead managers (excluding partners and directors) on the project where we helped the client recoup approximately $440mm from the IRS.

Mar 2006 - Nov 2007

Senior Associate

Worldwide, OO

Performed audit procedures on every financial statement and managed teams doing the same. During my first year at Deloitte I passed the CPA exam and received one of the top 10 grades in the state of Pennsylvania.

Aug 2000 - Aug 2004
2 education records

Kevin Ryan education

Mba, Finance, Marketing, Or, Entrepreneurship

Carnegie Mellon University - Tepper School Of Business

Bs, Accounting

Cabrini University
FAQ

Frequently asked questions about Kevin Ryan

Quick answers generated from the profile data available on this page.

What company does Kevin Ryan work for?

Kevin Ryan works for World Investment Advisors (formerly Pensionmark).

What is Kevin Ryan's role at World Investment Advisors (formerly Pensionmark)?

Kevin Ryan is listed as CFO at World Investment Advisors (formerly Pensionmark).

What is Kevin Ryan's email address?

AeroLeads has found 1 work email signal at @xactus.com for Kevin Ryan at World Investment Advisors (formerly Pensionmark).

What is Kevin Ryan's phone number?

AeroLeads has found 4 phone signal(s) with area code 215, 866 for Kevin Ryan at World Investment Advisors (formerly Pensionmark).

Where is Kevin Ryan based?

Kevin Ryan is based in Newtown Square, Pennsylvania, United States while working with World Investment Advisors (formerly Pensionmark).

What companies has Kevin Ryan worked for?

Kevin Ryan has worked for World Investment Advisors (Formerly Pensionmark), Xactus, Keane, Cmf Associates, and Data Mules Llc.

How can I contact Kevin Ryan?

You can use AeroLeads to view verified contact signals for Kevin Ryan at World Investment Advisors (formerly Pensionmark), including work email, phone, and LinkedIn data when available.

What schools did Kevin Ryan attend?

Kevin Ryan holds Mba, Finance, Marketing, Or, Entrepreneurship from Carnegie Mellon University - Tepper School Of Business.

What skills is Kevin Ryan known for?

Kevin Ryan is listed with skills including Financial Modeling, Financial Reporting, Accounting, Financial Analysis, Corporate Finance, Data Analysis, Private Equity, and Forecasting.

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