Ryan Liotta

Ryan Liotta Email and Phone Number

Senior Portfolio Analyst @ Aon
Canada
Ryan Liotta's Location
Canada, Canada
Ryan Liotta's Contact Details

Ryan Liotta work email

Ryan Liotta personal email

n/a
About Ryan Liotta

Ryan Liotta is a Senior Portfolio Analyst at Aon.

Ryan Liotta's Current Company Details
Aon

Aon

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Senior Portfolio Analyst
Canada
Website:
2041.com
Employees:
11
Ryan Liotta Work Experience Details
  • Aon
    Senior Portfolio Analyst
    Aon
    Canada
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  • Aon
    Senior Portfolio Analyst
    Aon Sep 2022 - Present
    Toronto, Ontario, Canada
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  • Optimize Wealth Management
    Associate
    Optimize Wealth Management Jan 2022 - Sep 2022
    Toronto, Ontario, Canada
    Worked closely with Portfolio Managers as they brought on new assets and clients.Meticulously maintained the accuracy and integrity of client accounts through banking, KYC, legislation and online access updates.Managed high volumes of Advisor queries over the phone by providing quick and accurate responses on all matters related to the investment process.Proactively communicated all account improvements and queries with respective advisors.
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  • Franklin Templeton
    Marketing And Data Services
    Franklin Templeton May 2020 - Aug 2020
    Toronto, Ontario, Canada
    Worked with the Product Marketing Team on meta-data tagging and other product related initiatives such as improving the search capabilities of the Franklin Templeton's internal search engine. Worked with the Marketing Research Consultancy Team on updating Point of Sale Fund Fact documents and data automation through VBA. Met, actively engaged, and developed relationships with my fellow interns, coworkers and managers in a purely virtual environment.Exposed to investment products spanning all asset classes and strategies, both private and public.
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Ryan Liotta Education Details

Frequently Asked Questions about Ryan Liotta

What company does Ryan Liotta work for?

Ryan Liotta works for Aon

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

Ryan Liotta's current role is Senior Portfolio Analyst.

What is Ryan Liotta's email address?

Ryan Liotta's email address is ry****@****aon.com

What schools did Ryan Liotta attend?

Ryan Liotta attended Mcmaster University.

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