Ryan Wilde

Ryan Wilde Email and Phone Number

Vice President, Regional Investment Consultant @ BNY Mellon
Golden, CO, US
Ryan Wilde's Location
Golden, Colorado, United States, United States
Ryan Wilde's Contact Details

Ryan Wilde personal email

n/a
About Ryan Wilde

20 years experience in the financial services industry & now excited to start the next chapter in my career with BNY Mellon. Specialties: Licenses: Series 6, 63 & 7.Designations: CIMA® & CRPC (Chartered Retirement Planning Consultant through the College of Financial Planning).

Ryan Wilde's Current Company Details
BNY Mellon

Bny Mellon

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Vice President, Regional Investment Consultant
Golden, CO, US
Ryan Wilde Work Experience Details
  • Bny Mellon
    Vice President, Regional Investment Consultant
    Bny Mellon
    Golden, Co, Us
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  • Bny Mellon
    Vice President, Regional Investment Consultant
    Bny Mellon Sep 2019 - Present
    Golden, Colorado
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  • Oppenheimerfunds
    Vp, Senior Advisor Consultant
    Oppenheimerfunds Sep 2015 - May 2019
    Greater Denver Area
    Consulting financial professionals and assisting them in meeting their client's financial goals.
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  • Oppenheimerfunds
    Vp, Senior Advisor Consultant
    Oppenheimerfunds Oct 2007 - May 2019
    Building market share for OppenheimerFunds in the Pacific NW by helping financial advisors grow their practices.
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  • Oppenheimerfunds
    Vp, Subadvisory Services
    Oppenheimerfunds May 2006 - Oct 2007
    Assisted insurance wholesalers with the sales process while driving business to Oppenheimer's funds that were represented in their annuity products.
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  • Oppenheimerfunds
    Regional Sales Representative
    Oppenheimerfunds Sep 2003 - May 2006
    Worked with financial advisors in Houston, Louisiana & Mississippi as an internal wholesaler on Oppenheimer's Denver sales desk. Raised assets by positioning our products for use with the advisor's clients.
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  • Oppenheimerfunds
    Product Specialist
    Oppenheimerfunds Sep 2002 - Sep 2003
    Handled calls from financial advisors regarding Oppenheimer's products.
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  • Oppenheimerfunds
    Retirement Plan Consultant
    Oppenheimerfunds Jul 1999 - Sep 2002
    Worked as a customer service representative for one year and then moved on to a retirement plan consultant for two years. Provided guidance to financial advisors for all small business retirement plans (i.e. 401k, Sep, Simple, Solo K, 403(b), Sar/Sep, Defined Benefit, Traditional IRA & Roth IRA's).
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Ryan Wilde Skills

Retirement Planning 401k Financial Advisory Investments Pensions Fixed Annuities Asset Allocation Insurance Sales Management Financial Planning Series 7 Mutual Funds Roth Ira Account Management Finance Financial Services Wealth Management Series 6 Retirement Public Speaking

Ryan Wilde Education Details

Frequently Asked Questions about Ryan Wilde

What company does Ryan Wilde work for?

Ryan Wilde works for Bny Mellon

What is Ryan Wilde's role at the current company?

Ryan Wilde's current role is Vice President, Regional Investment Consultant.

What is Ryan Wilde's email address?

Ryan Wilde's email address is rc****@****nds.com

What schools did Ryan Wilde attend?

Ryan Wilde attended University Of Northern Colorado.

What skills is Ryan Wilde known for?

Ryan Wilde has skills like Retirement Planning, 401k, Financial Advisory, Investments, Pensions, Fixed Annuities, Asset Allocation, Insurance, Sales Management, Financial Planning, Series 7, Mutual Funds.

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