Ryan Thomason, Cfa

Ryan Thomason, Cfa Email and Phone Number

Portfolio Manager at Optivest Wealth Management @ Optivest Wealth Management
dana point, california, united states
Ryan Thomason, Cfa's Location
Dana Point, California, United States, United States
Ryan Thomason, Cfa's Contact Details

Ryan Thomason, Cfa work email

Ryan Thomason, Cfa personal email

n/a
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.

Ryan Thomason, Cfa's Current Company Details
Optivest Wealth Management

Optivest Wealth Management

View
Portfolio Manager at Optivest Wealth Management
dana point, california, united states
Website:
optivestinc.com
Employees:
5
Ryan Thomason, Cfa Work Experience Details
  • Optivest Wealth Management
    Portfolio Manager
    Optivest Wealth Management Aug 2023 - Present
    Dana Point, California, United States
    View
  • Optivest Wealth Management
    Associate Portfolio Manager
    Optivest Wealth Management Jul 2020 - Aug 2023
    Dana Point, California, United States
    View
  • City National Rochdale
    Associate Portfolio Manager
    City National Rochdale Jan 2017 - Jul 2020
    Beverly Hills, Ca
    View
  • City National Rochdale
    Portfolio Analyst
    City National Rochdale Jul 2014 - Dec 2016
    Beverly Hills, Ca
    View
  • City National Bank
    Senior Credit Analyst
    City National Bank Jul 2011 - Jul 2014
    View
  • Monarch Wealth Strategies
    Intern
    Monarch Wealth Strategies Nov 2009 - Aug 2010

Ryan Thomason, Cfa Skills

Portfolio Management Credit Credit Analysis Banking Investments Financial Analysis Relationship Management Loans Financial Modeling Asset Allocation Credit Risk Commercial Lending Commercial Banking Microsoft Office Underwriting Financial Risk Equities Securities Investment Strategies

Ryan Thomason, Cfa Education Details

Frequently Asked Questions about Ryan Thomason, Cfa

What company does Ryan Thomason, Cfa work for?

Ryan Thomason, Cfa works for Optivest Wealth Management

What is Ryan Thomason, Cfa's role at the current company?

Ryan Thomason, Cfa's current role is Portfolio Manager at Optivest Wealth Management.

What is Ryan Thomason, Cfa's email address?

Ryan Thomason, Cfa's email address is ry****@****cnr.com

What schools did Ryan Thomason, Cfa attend?

Ryan Thomason, Cfa attended University Of California, Santa Barbara.

What skills is Ryan Thomason, Cfa known for?

Ryan Thomason, Cfa has skills like Portfolio Management, Credit, Credit Analysis, Banking, Investments, Financial Analysis, Relationship Management, Loans, Financial Modeling, Asset Allocation, Credit Risk, Commercial Lending.

Who are Ryan Thomason, Cfa's colleagues?

Ryan Thomason, Cfa's colleagues are Bart Zandbergen, Nicholas Reru, Leslie Calhoun, Marelize Goosen, Ashlee Enzensperger.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.