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@fidelity.com
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Ryan Nolan is listed as SoFi Investment Specialist II at SoFi, a with 1 employees, based in Jacksonville, Florida, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Ryan Nolan.
Ryan Nolan previously worked as Investment Specialist II at Sofi and Investment Solutions Representative at Fidelity Investments. Ryan Nolan holds Bachelor Of Science - Bs, Finance, General from University Of South Florida.
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AeroLeads found 1 current-domain work email signal for Ryan Nolan. Compare company email patterns before reaching out.
I currently am a senior at the University of South Florida pursuing a Bachelor's degree in Finance. Through my tenure within brokerages, I learned how to collaborate effectively with others on projects, trade on behalf of clients, provided honest suggestions to my clients as part of my fiduciary responsibilities as a finance professional, and consumed information about the financial markets daily to grow as a professional.
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A career timeline built from the work history available for this profile.
San Francisco, California, Us
• Educate and assist members on margin, options, and equities• Work with SoFi’s custodial platform as needed to open, fund, and transact in member accounts• Assess the member’s financial situation and goals through one-on-one inbound calls• Discuss and explain investment performance and decisions with current wealth members• Provide member’s operational support for specific investment-related questions and issues
Boston, Ma, Us
• Assisted clients with planning and guidance• Used analysis tools to drive clients to the right diversification mix• Worked with Financial Advisors and Investment Consultants to provide a holistic approach to portfoliotheory• Analyzed multiple markets to assist clients with investments• Fulfilled my fiduciary responsibility in providing information, as well as, investment consultations withclients
Boston, Ma, Us
• Worked with $250,000 plus assets managed in-house clientele• Processed Foreign Exchange wires, international wires, Commodity trades• Serviced contributions and distributions of assets within managed accounts• Set up appointments for clients with Portfolio Specialists and Financial Advisors• Handled requests from Financial Advisors on behalf of clients
Boston, Ma, Us
• Serviced most self-directed investment accounts• Serviced contributions, distributions, and any related money movement• Brokered equity trades for clients• Explained market concepts to clients• Handled general questions related to our crypto currency platform
Us
• Marketed for internet sales postings• Provided in-person sales tours of vehicles• Followed up on internet and in-person leads• Worked with IT departments to produce manager schedules
• Performed Internet and in-person marketing on behalf of the organization• Handled large amounts of cash/checks as part of payroll administration• Worked directly with vendors for seamless fan interface• Lead coordination efforts for in-game entertainment• Conducted ticket sales and giveaways with local learning institutions
Other employees you can reach at sofi.com. View company contacts for 1 employees →
Aicha Sondji
Colleague at SofiAtlanta, Georgia, United States
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Jacob Smiley
Colleague at SofiGreater Chicago Area, United States
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Laura Lefave
Colleague at SofiNew York, United States
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HW
Howard Wanhang Gu
Colleague at SofiNew York, United States
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Pei-Ju (Pj) Sung
Colleague at SofiSan Francisco Bay Area, United States
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Xu Zhou
Colleague at SofiSan Francisco Bay Area, United States
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Brittany Goode
Colleague at SofiLos Angeles Metropolitan Area, United States
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Traci Grimes
Colleague at SofiHilliard, Florida, United States
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KC
Kenny Chan
Colleague at SofiHong Kong Sar, United States
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CS
Chandni Shah
Colleague at SofiUnited States
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Quick answers generated from the profile data available on this page.
Ryan Nolan works for SoFi.
Ryan Nolan is listed as SoFi Investment Specialist II at SoFi.
AeroLeads has found 1 work email signal at @fidelity.com for Ryan Nolan at SoFi.
Ryan Nolan is based in Jacksonville, Florida, United States while working with SoFi.
Ryan Nolan has worked for Sofi, Fidelity Investments, Arlington Toyota, and Jacksonville Giants.
Ryan Nolan's colleagues at SoFi include Aicha Sondji, Jacob Smiley, Laura Lefave, Howard Wanhang Gu, and Pei-Ju (Pj) Sung.
You can use AeroLeads to view verified contact signals for Ryan Nolan at SoFi, including work email, phone, and LinkedIn data when available.
Ryan Nolan holds Bachelor Of Science - Bs, Finance, General from University Of South Florida.
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