AeroLeads people directory · profile
Ryan Rafidi Email & Phone Number
Institutional Intern
at
CAPTRUST
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Institutional Intern
Location
Tempe, Arizona, United States
Company size
Who is Ryan Rafidi? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Ryan Rafidi is listed as Institutional Intern at CAPTRUST, a company with 1713 employees, based in Tempe, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Ryan Rafidi.
Ryan Rafidi previously worked as Associate | Relationship Manager at Captrust and Server at Lure Fish House. Ryan Rafidi holds Bachelor'S Degree, Finance, General from Arizona State University.
Company email context
Email format at CAPTRUST
This section adds company-level context without repeating Ryan Rafidi's masked contact details.
CAPTRUST
Review company-level records connected to Ryan Rafidi before choosing the right outreach path.
Profile bio
About Ryan Rafidi
I am a senior studying Finance with a passion in personal finance, financial advising and planning, and portfolio management. I am interested in these fields because I have a strong desire to help people as well as having a love for wealth management, financial instruments, data analytics, and financial markets. I am looking for an internship that will gain me real world experience, training and education in the financial planning, advising and portfolio management.
Current workplace
Ryan Rafidi's current company
Company context helps verify the profile and gives searchers a useful next step.
Captrust
8 roles
Ryan Rafidi work experience
A career timeline built from the work history available for this profile.
Associate | Relationship Manager
Current
May 2024 - Present
Institutional Intern
Dec 2023 - May 2024
Server
- Communicate efficiently and effectively with customers in order to provide a fine dining experience, with a focus in customer relationship. - Communicate and work with other employees in a team setting to ensure a fine dining experience for the entire restaurant and its guests.- Effectively manage my time and section to provide a smooth restaurant dining.
May 2023 - Apr 2024
Private Wealth Management Intern
Jan 2023 - Aug 2023
Server
- Work with customers daily at tables to provide a comfortable and exciting experience through answering questions and talking to them.
- Acts as a lead and closing server that helps nine other servers through a shift if any questions need to be asked as well as running their checkout and checking their closing duties.
- Assist the manager in making sure dishes arrive at tables by organizing the trays as the food leaves the kitchen.
- Trains incoming servers teaching them all of their responsibilities and how to conduct front of house responsibilities properly
Feb 2020 - Mar 2023
Financial Advisor Intern
- Made 300-400 scripted outbound cold calls resulting in 4-5 meetings daily with perspective clients- Assist in preparation of personalized PowerPoint decks based on client materials and statments- Support Financial Advisors with acquisition of assets through project management tool and CRM - Weekly team meeting covering fundamental and technical analysis.
May 2022 - Aug 2022
Loan Officer Assistant
Optimal Mortgage Corporation
- Assisted the loan officer in daily tasks such as contacting customers via the telephone, processing and storing files, delivering packages, and collecting prequalification loan documents to lighten their workload.
- Organized a list of 1,000 past clients on Excel over a span of a month, including their personal information to help the Loan Officer contact customers easier.
- Led an initiative to contact, package, mail gifts, and send personalized messages to all 1,000 past clients to thank them for their continued business.
- Managed the Facebook and Instagram pages for the business to help increase our online presence
Jan 2020 - Aug 2020
1 education record
Ryan Rafidi education
-
Arizona State University
FAQ
Frequently asked questions about Ryan Rafidi
Quick answers generated from the profile data available on this page.
What company does Ryan Rafidi work for?
Ryan Rafidi works for CAPTRUST.
What is Ryan Rafidi's role at CAPTRUST?
Ryan Rafidi is listed as Institutional Intern at CAPTRUST.
Where is Ryan Rafidi based?
Ryan Rafidi is based in Tempe, Arizona, United States while working with CAPTRUST.
What companies has Ryan Rafidi worked for?
Ryan Rafidi has worked for Captrust, Lure Fish House, Carrabba'S Italian Grill, Alpha Squared Capital, and Optimal Mortgage Corporation.
How can I contact Ryan Rafidi?
You can use AeroLeads to view verified contact signals for Ryan Rafidi at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did Ryan Rafidi attend?
Ryan Rafidi holds Bachelor'S Degree, Finance, General from Arizona State University.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial