Ryan Spor, Cmt Email and Phone Number
Ryan Spor, Cmt work email
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Ryan Spor, Cmt personal email
- CMT Charter Holder- Series 7 & 63- On the Client Experience team- Oversee investment operations- Provide investment research utilizing technical analysis
Lagerborg & Associates
View- Website:
- lagerborgandassociates.com
- Employees:
- 9
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Research AnalystLagerborg & Associates Sep 2019 - PresentGreater Denver Area -
Team DirectorThe Fellowship Of Catholic University Students Jun 2015 - Jul 2019The University Of Northern ColoradoMy mission is to lead a team of 5 Catholic Missionaries trained to invest in college students and challenge them to learn and grow in their faith, while equipping them to lead their peers. My goal at Ole Miss is to raise up world leaders who can transform culture by becoming the best versions of themselves. As director, I hold weekly meetings with the missionaries and parish staff to ensure common goals and shared vision. Time with students is focused on mentoring them in human, spiritual, intellectual and apostolic formation.- Led campus recruitment efforts which led to 3 male hires for the organization.- Direct a men's formation group that emphasizes growth in soul, skills, service and solidarity.- Maintain relationships with more than 70 partners who financially support 100% of my salary.Previous Assignments: San Diego State University, Ole MissMission Trips:- Mexico City during spring break of 2016. Co-led a trip with 38 students from fraternities and sororities from 3 different states. The trip included working with the "street kids" and homeless. As well as encountering the women of "Villa Mujeres." The trip included visiting El Universidad to talk with college students as well seeing pilgrimage sites. -
Sr. Portfolio Manager & Financial Sector AnalystCsu Summit Fund Jan 2014 - Jan 2015Fort Collins, Colorado AreaSenior Portfolio Manager: Responsible for updating the $300,000 portfolio on fund accounts in Bloomberg and Morningstar as well as tracking the portfolio's overall allocations.Financial Sector Analyst: Tracked the Fund's $45,000 Financial Sector holdings and presented to team members equities to sell and buy.Real Estate Investment Trust (REIT) Analyst: Followed the REIT sector and purchased stock in a company that saw a 19% return during my time as analyst.
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Financial Planning InternWelch Financial Planning, Llc May 2014 - Aug 2014Boulder, CoWorked as a summer intern in the office in Boulder. Organized relational material for clients across multiple contact points. Assisted in creating financial workbooks for the lead planner. Helped in the move from the downtown office to a suite in a multi-business building.Major tasks completed:- Created Excel models for clients- Created mock portfolios to fit various client needs- Wrote an article for the client newsletter detailing various capital gains strategies- Updated client database
Ryan Spor, Cmt Skills
Ryan Spor, Cmt Education Details
Frequently Asked Questions about Ryan Spor, Cmt
What company does Ryan Spor, Cmt work for?
Ryan Spor, Cmt works for Lagerborg & Associates
What is Ryan Spor, Cmt's role at the current company?
Ryan Spor, Cmt's current role is Investing | Technical Analysis | Don't Fight the Tape.
What is Ryan Spor, Cmt's email address?
Ryan Spor, Cmt's email address is ry****@****cus.org
What schools did Ryan Spor, Cmt attend?
Ryan Spor, Cmt attended Colorado State University.
What skills is Ryan Spor, Cmt known for?
Ryan Spor, Cmt has skills like Equities, Investments, Portfolio Management, Bloomberg, Mutual Funds, Financial Analysis, Customer Service.
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