Ryan Thomason, Cfa
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Ryan Thomason, Cfa Email & Phone Number

Portfolio Manager at Optivest Wealth Management at Optivest Wealth Management
Location: Dana Point, California, United States 6 work roles 1 school
1 work email found @optivestinc.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email r****@optivestinc.com
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Current company
Optivest Wealth Management
Role
Portfolio Manager at Optivest Wealth Management
Location
Dana Point, California, United States
Company size
5 employees

Who is Ryan Thomason, Cfa? Overview

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Quick answer

Ryan Thomason, Cfa is listed as Portfolio Manager at Optivest Wealth Management at Optivest Wealth Management, a with 5 employees, based in Dana Point, California, United States. AeroLeads shows a work email signal at optivestinc.com and a matched LinkedIn profile for Ryan Thomason, Cfa.

Ryan Thomason, Cfa previously worked as Portfolio Manager at Optivest Wealth Management and Associate Portfolio Manager at Optivest Wealth Management. Ryan Thomason, Cfa holds Bachelor Of Arts (B.A.), Business Economics from University Of California, Santa Barbara.

Company email context

Email format at Optivest Wealth Management

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{first}@optivestinc.com
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AeroLeads found 1 current-domain work email signal for Ryan Thomason, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Ryan Thomason, Cfa

Ryan Thomason, Cfa is a Portfolio Manager at Optivest Wealth Management at Optivest Wealth Management. He possess expertise in portfolio management, credit, credit analysis, banking, investments and 14 more skills.

Listed skills include Portfolio Management, Credit, Credit Analysis, Banking, and 15 others.

Current workplace

Ryan Thomason, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Optivest Wealth Management
Optivest Wealth Management
Portfolio Manager at Optivest Wealth Management
dana point, california, united states
Website
optivestinc.com
Employees
5
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6 roles

Ryan Thomason, Cfa work experience

A career timeline built from the work history available for this profile.

Intern

Monarch Wealth Strategies
Nov 2009 - Aug 2010
Team & coworkers

Colleagues at Optivest Wealth Management

Other employees you can reach at optivestinc.com. View company contacts for 5 employees →

AE Ashlee Enzensperger Ashlee Enzensperger Colleague at Optivest Wealth ManagementDana Point, California, United States View → MG Marelize Goosen Marelize Goosen Colleague at Optivest Wealth ManagementCity Of Cape Town, Western Cape, South Africa View → BZ Bart Zandbergen Bart Zandbergen Colleague at Optivest Wealth ManagementCalifornia, United States View → LC Leslie Calhoun Leslie Calhoun Colleague at Optivest Wealth ManagementDana Point, California, United States View → NR Nicholas Reru Nicholas Reru Colleague at Optivest Wealth ManagementKenya View →
1 education record

Ryan Thomason, Cfa education

FAQ

Frequently asked questions about Ryan Thomason, Cfa

Quick answers generated from the profile data available on this page.

What company does Ryan Thomason, Cfa work for?

Ryan Thomason, Cfa works for Optivest Wealth Management.

What is Ryan Thomason, Cfa's role at Optivest Wealth Management?

Ryan Thomason, Cfa is listed as Portfolio Manager at Optivest Wealth Management at Optivest Wealth Management.

What is Ryan Thomason, Cfa's email address?

AeroLeads has found 1 work email signal at @optivestinc.com for Ryan Thomason, Cfa at Optivest Wealth Management.

Where is Ryan Thomason, Cfa based?

Ryan Thomason, Cfa is based in Dana Point, California, United States while working with Optivest Wealth Management.

What companies has Ryan Thomason, Cfa worked for?

Ryan Thomason, Cfa has worked for Optivest Wealth Management, City National Rochdale, City National Bank, and Monarch Wealth Strategies.

Who are Ryan Thomason, Cfa's colleagues at Optivest Wealth Management?

Ryan Thomason, Cfa's colleagues at Optivest Wealth Management include Ashlee Enzensperger, Marelize Goosen, Bart Zandbergen, Leslie Calhoun, and Nicholas Reru.

How can I contact Ryan Thomason, Cfa?

You can use AeroLeads to view verified contact signals for Ryan Thomason, Cfa at Optivest Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Ryan Thomason, Cfa attend?

Ryan Thomason, Cfa holds Bachelor Of Arts (B.A.), Business Economics from University Of California, Santa Barbara.

What skills is Ryan Thomason, Cfa known for?

Ryan Thomason, Cfa is listed with skills including Portfolio Management, Credit, Credit Analysis, Banking, Investments, Financial Analysis, Relationship Management, and Loans.

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