Ryan Graham

Ryan Graham Email and Phone Number

Client Services Associate @ Mustang Private Wealth
San Luis Obispo, CA, US
Ryan Graham's Location
San Luis Obispo, California, United States, United States
About Ryan Graham

As a recent alumni of Cal Poly San Luis Obispo, with a degree in Business Admin and a concentration in Finance, I have taken my skills to join West Coast Financial as a Financial Planning Analyst where I am helping build, model, and communicate financial plans to clients. I absolutely love building and sustaining these client relationships where I can feel my expertise and skills making clients feel more calm and collected around their financial situation. I have developed exceptional skills and knowledge in financial planning, personal finance, individual tax literacy, and financial markets. I strive to use these to the benefit of clients and myself and make financial plans clear, concise, and relieving.

Ryan Graham's Current Company Details
Mustang Private Wealth

Mustang Private Wealth

View
Client Services Associate
San Luis Obispo, CA, US
Employees:
45
Ryan Graham Work Experience Details
  • Mustang Private Wealth
    Client Services Associate
    Mustang Private Wealth
    San Luis Obispo, Ca, Us
  • West Coast Financial
    Financial Planning Analyst
    West Coast Financial Jul 2024 - Present
    San Luis Obispo, California, United States
    Efficiently building and communicating financial plans for clients to make their financial situation comprehendible. Help clients understand different Income, Expenses, Taxes, and situations.
  • Cal Poly Associated Students, Inc
    Facility Supervisor
    Cal Poly Associated Students, Inc Sep 2023 - Aug 2024
    First Responders inside the Cal Poly Recreation Center Supervise Facility use and enforce policy. Remove misbehaving participants, first communication for access throughout the facility. Assist other departments with tasks.
  • Cal Poly Men'S Basketball
    Video Coordinator
    Cal Poly Men'S Basketball Jan 2023 - Aug 2024
    San Luis Obispo, California, United States
    Handles all Video and Film needs for Cal Poly Men's Basketball Program. Works closely with Coaches to get Video where it's needed. Communicates with Opposing Teams on getting film from/to them before/after games.
  • Cal Poly Men'S Basketball
    Student Manager
    Cal Poly Men'S Basketball Jul 2022 - Aug 2024
    San Luis Obispo, California, United States
    Coordinates all Film needs for Scouting, Analyzes Film for upcoming opponents and helps organize team's needs and logistics
  • Associated Students Inc, California Polytechnic State University, San Luis Obispo
    Membership Services Assistant
    Associated Students Inc, California Polytechnic State University, San Luis Obispo Oct 2021 - Dec 2023
    San Luis Obispo, California, United States
    Head front desk at Cal Poly Recreation Center. Deals with the purchasing of memberships and handling member's accounts at the facility. Manages entry gates while on shift, and helps members with any questions they have at the front desk.

Ryan Graham Education Details

Frequently Asked Questions about Ryan Graham

What company does Ryan Graham work for?

Ryan Graham works for Mustang Private Wealth

What is Ryan Graham's role at the current company?

Ryan Graham's current role is Client Services Associate.

What schools did Ryan Graham attend?

Ryan Graham attended California Polytechnic State University-San Luis Obispo, Cal Poly Orfalea College Of Business.

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