Ryan Komas Email and Phone Number
Ryan Komas work email
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Ryan Komas personal email
My name is Ryan Komas, and I am an outgoing, optimistic, and driven individual. I graduated from UW Madison in May 2023 with a degree in Personal Finance. I am currently an Advisor Associate at WFA Asset Management Corp.My educational experience at UW Madison was tailored to produce aspiring financial services professionals with a comprehensive understanding of holistic planning. What drew me to this profession is the ability to form meaningful relationships with clients while providing an essential service. As an Advisor Associate, I assist WFA’s Senior Advisers in preparing portfolio reports, creating retirement plans, and running tax projections.
Wfa Asset Management Corporation
View- Website:
- wfa-asset.com
- Employees:
- 9
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Investment Adviser RepresentativeWfa Asset Management Corporation Jul 2023 - PresentWhitefish Bay, Wisconsin, United States Of America• Rebalance client accounts in a tax efficient manor to adjust to firm models• Collaborate with advisers and tax professionals to create holistic financial plans• Analyze market performance, investments, and client data to develop tailored strategies for clients• Utilize financial planning software like Morningstar, Emoney, Lacerte, and Tamarac
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Financial Services InternHarbour Investments, Inc May 2022 - Aug 2022Madison, Wisconsin, United States•Operate financial service software to update financial information for clients.•Communicate with team members on various projects given my team•Shadow Harbour financial professionals to get an understanding of what their job is and how it relates to the finance industry.•Run office printing machines -
Hand Bindery WorkerCrossmark Graphics, Inc. Dec 2018 - Jul 2022United States• Run and assist in a variety of printing machines • Collaborate with other workers on the assembly line and strategized finding the best action for the most efficient outcome• Drive delivery van carrying the product to customers at various locations -
Sailing InstructorLake Beulah Sailing School Inc May 2018 - Aug 2018United States• Guided kids ages 5-16 to learn the fundamentals of competitive sailing, while balancing safety and responsibility for the children• Created the lesson plan for the day to day class to meet various learning objectives• Collaborated with other instructors to help execute lesson plans as well as maintain safety• Coordinated competitive and practice races with race management officials
Ryan Komas Skills
Ryan Komas Education Details
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Business And Personal/Financial Services Marketing Operations -
Buisness
Frequently Asked Questions about Ryan Komas
What company does Ryan Komas work for?
Ryan Komas works for Wfa Asset Management Corporation
What is Ryan Komas's role at the current company?
Ryan Komas's current role is Investment Adviser Representative at WFA Asset Management Corp.
What is Ryan Komas's email address?
Ryan Komas's email address is rk****@****inc.com
What schools did Ryan Komas attend?
Ryan Komas attended University Of Wisconsin-Madison, Eisenhower Middle/high.
What skills is Ryan Komas known for?
Ryan Komas has skills like Communication, Leadership, Tenacious Work Ethic.
Who are Ryan Komas's colleagues?
Ryan Komas's colleagues are Marilou Davido, Cpa, Cfp(R), Cfda(R), Julie Geszvain, Joseph Joh, Steve Wellington, Jake Janicek, Ea, Russell Enea, Nicholas Enea.
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