Ryan Graham Email and Phone Number
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.
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Client Services AssociateMustang Private WealthSan Luis Obispo, Ca, Us -
Financial Planning AnalystWest Coast Financial Jul 2024 - PresentSan Luis Obispo, California, United StatesEfficiently building and communicating financial plans for clients to make their financial situation comprehendible. Help clients understand different Income, Expenses, Taxes, and situations. -
Facility SupervisorCal Poly Associated Students, Inc Sep 2023 - Aug 2024First 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. -
Video CoordinatorCal Poly Men'S Basketball Jan 2023 - Aug 2024San Luis Obispo, California, United StatesHandles 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.
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Student ManagerCal Poly Men'S Basketball Jul 2022 - Aug 2024San Luis Obispo, California, United StatesCoordinates all Film needs for Scouting, Analyzes Film for upcoming opponents and helps organize team's needs and logistics
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Membership Services AssistantAssociated Students Inc, California Polytechnic State University, San Luis Obispo Oct 2021 - Dec 2023San Luis Obispo, California, United StatesHead 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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Ryan Graham
Round Lake, Il3zsassociates.com, gmail.com, zs.com2 +1.847.XXXXXXXX
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Ryan Graham
Washington Dc-Baltimore Area2hotmail.com, jconnelly.com -
Ryan Graham
Austin, Tx -
Ryan Graham
Compliance Manager Ii - Fiu Insider Threat Investigations & Targeted Analytics Operations Manager - Senior Vice President At M&T BankBuffalo-Niagara Falls Area1mtb.com
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