Ryan Donaldson, Cpfa®

Ryan Donaldson, Cpfa® Email and Phone Number

Director of Retirement at Ocean Wealth Group @ OCEAN WEALTH GROUP
Ryan Donaldson, Cpfa®'s Location
United States, United States
About Ryan Donaldson, Cpfa®

Experienced Salesperson with a demonstrated history of working in the human resources industry. Skilled in Value Selling, Business Development, Client Relations, Collaborative Problem Solving, and Customer-focused Service. Strong finance professional with a Bachelor of Science - BS focused in Marketing from Canisius College.

Ryan Donaldson, Cpfa®'s Current Company Details
OCEAN WEALTH GROUP

Ocean Wealth Group

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Director of Retirement at Ocean Wealth Group
Ryan Donaldson, Cpfa® Work Experience Details
  • Ocean Wealth Group
    Director Of Retirement
    Ocean Wealth Group Oct 2023 - Present
    Responsible for developing, implementing, and managing our clients qualified retirement plans that seek to optimize wealth accumulation and mitigate risk.Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC). Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Ocean Wealth Group and Cambridge are not affiliated. Cambridge Investment Research, Inc. does not provide tax advice. We are registered to sell Securities in NY, CA, FL, MA, DE, MI, NJ, UT, IL, PA.
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  • Paychex
    Regional Retirement Sales Representative
    Paychex Feb 2023 - Oct 2023
    Rochester, Ny, Us
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  • Paychex
    Retirement Plan Sales Representative
    Paychex Jun 2021 - Feb 2023
    Rochester, Ny, Us
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  • 800 Maple
    Bar Manager
    800 Maple 2016 - Jun 2021
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  • Rocco'S Wood Fired Pizza
    Assistant Manager/Bartender
    Rocco'S Wood Fired Pizza 2011 - 2016
    Williamsville, Ny, Us
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Ryan Donaldson, Cpfa® Education Details

  • Canisius University
    Canisius University
    Marketing

Frequently Asked Questions about Ryan Donaldson, Cpfa®

What company does Ryan Donaldson, Cpfa® work for?

Ryan Donaldson, Cpfa® works for Ocean Wealth Group

What is Ryan Donaldson, Cpfa®'s role at the current company?

Ryan Donaldson, Cpfa®'s current role is Director of Retirement at Ocean Wealth Group.

What schools did Ryan Donaldson, Cpfa® attend?

Ryan Donaldson, Cpfa® attended Canisius University.

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