Ryan Myers

Ryan Myers Email and Phone Number

Partner, Chief Compliance Officer at Sandhill Investment Management @ Compliance Approved
Buffalo, New York, United States
Ryan Myers's Location
Buffalo, New York, United States, United States
Ryan Myers's Contact Details

Ryan Myers personal email

n/a
About Ryan Myers

Ryan Myers is a Partner, Chief Compliance Officer at Sandhill Investment Management at Compliance Approved. He possess expertise in team building, management, sales, sales operations, healthcare and 43 more skills.

Ryan Myers's Current Company Details
Compliance Approved

Compliance Approved

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Partner, Chief Compliance Officer at Sandhill Investment Management
Buffalo, New York, United States
Website:
complianceapproved.com
Employees:
2
Ryan Myers Work Experience Details
  • Compliance Approved
    Compliance Approved
    Buffalo, New York, United States
    View
  • Sandhill Investment Management
    Partner, Chief Compliance Officer
    Sandhill Investment Management Mar 2016 - Present
    Buffalo, New York, Us
    Develops and maintains a comprehensive compliance program in line with SEC regulations and GIPS standards.Manage the Firm's FINRA Gateway filings (i.e. Forms U4s, U5s, state registrations)Manages regulatory filings, including Form ADV, 13F, 13G, and 13H, ensuring timely and accurate submissions.Crafts and enforces internal policies and procedures for strict compliance adherence, including GIPS compliance.Conducts risk assessments to identify and address compliance risks and vulnerabilities.Provides ongoing compliance training to staff, enhancing firm-wide regulatory and GIPS compliance awareness.Performs regular compliance monitoring and internal audits to ensure program effectiveness, including adherence to GIPS.Serves as the primary contact for SEC examinations, coordinating all responses and information sharing.Identifies and manages conflicts of interest, including oversight of personal trading and external activities.Oversees the review and approval of marketing materials and client communications for regulatory and GIPS compliance.
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  • M&T Bank
    Financial Consultant
    M&T Bank Sep 2014 - Mar 2016
    Buffalo, New York, Us
    Registered: Series 24, Series 7, Series 66NYS Life, Accident, Health & NYS LTC Partnership CertifiedSuccessful Completion: Canon Financial Services Training
    View
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Jul 2013 - Sep 2014
    New York, Ny, Us
    Successful Completion: Broyles Top Producers Fast Start ProgramSuccessful Completion: The Next Level Sales Consultant TrainingRegistered: Series 7, Series 66articipated in the Merrill Lynch Practice Management Development (PMD) program, receiving comprehensive training in wealth management, financial planning, and investment strategies.Engaged in mentorship and hands-on learning experiences, focusing on client relationship management and asset growth.Successfully met program performance goals including client acquisition and assets under management benchmarks.Obtained necessary financial licenses (Series 7, Series 66) and pursued professional development opportunities.Developed skills in client acquisition, retention, and delivering comprehensive wealth management services.
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  • Myers Medical, Inc.
    President
    Myers Medical, Inc. Dec 2011 - Jul 2013
    Independent manufacturer representative:-Grams Consulting (Feb 2012 -December 2012) Sunrise Medical, Prism Medical, O2 Concepts, SwitchIT, PVI-Vetters Medical (December 2011-December 2012) EHOB-Merits Healthcare-Joerns Healthcare-Wy'East Medical
  • Recovercare Llc
    Account Executive
    Recovercare Llc Mar 2007 - Dec 2011
    Account Executive: February 2011-December 2011Territory Sales Manager: September 2010-February 2011Account Manager: May 2010-September 2010Senior Operations Supervisor: June 2007-May 2010Account Associate: March 2007-May 2007
    View

Ryan Myers Skills

Team Building Management Sales Sales Operations Healthcare Strategic Planning Sales Management Hospitals Training Business Development Account Management Selling Financial Services Medical Devices Marketing Logistics Sales Process New Business Development Sales Force Development Capital Equipment Mutual Funds Series 7 Series 24 Series 66 Wealth Management Strategic Financial Planning Financial Markets Asset Management College Savings Plans Retirement Planning Stocks Bonds Municipal Bonds Comprehensive Planning Acute Care Market Development Solution Selling Microsoft Office Durable Medical Equipment Microsoft Excel Operations Management Performance Management Regulatory Compliance Compliance Management Sec Regulations Investment Management Investment Advisers Act Compliance

Ryan Myers Education Details

  • University Of Missouri-Columbia
    University Of Missouri-Columbia
    Business Management
  • Columbia College
    Columbia College
    Finance

Frequently Asked Questions about Ryan Myers

What company does Ryan Myers work for?

Ryan Myers works for Compliance Approved

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

Ryan Myers's current role is Partner, Chief Compliance Officer at Sandhill Investment Management.

What is Ryan Myers's email address?

Ryan Myers's email address is rm****@****-im.com

What is Ryan Myers's direct phone number?

Ryan Myers's direct phone number is +171685*****

What schools did Ryan Myers attend?

Ryan Myers attended University Of Missouri-Columbia, Columbia College.

What skills is Ryan Myers known for?

Ryan Myers has skills like Team Building, Management, Sales, Sales Operations, Healthcare, Strategic Planning, Sales Management, Hospitals, Training, Business Development, Account Management, Selling.

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