Ryan A.
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Ryan A. Email & Phone Number

Director of Client Operations at Task Wizard
Location: Austin, Texas, United States 9 work roles 2 schools
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Current company
Role
Director of Client Operations
Location
Austin, Texas, United States
Company size

Who is Ryan A.? Overview

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Quick answer

Ryan A. is listed as Director of Client Operations at Task Wizard, a with 44 employees, based in Austin, Texas, United States. AeroLeads shows a matched LinkedIn profile for Ryan A..

Ryan A. previously worked as Analyst at Jll and Analyst at 4Th & 1 Ventures. Ryan A. holds Bachelor Of Science - Bs, Finance And Entrepreneurship from Trinity University.

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Task Wizard

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Profile bio

About Ryan A.

Ryan is an Analyst at 4th & 1 Ventures and was previously an Investment Analyst at Trinity University. He also attended Trinity University and was an all conference defensive back for the conference winning football team. At 4th & 1 Ventures, he performs market research, investment due diligence, and financial analysis playing a key role in making informed investment decisions. His work involves close interactions with CEOs and Founders, enhancing the underwriting process. If you’re a venture and looking for funding, feel free to connect!

Listed skills include Leadership, Retail Food, Teamwork, Microsoft Office, and 13 others.

Current workplace

Ryan A.'s current company

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Task Wizard
Task Wizard
Director of Client Operations
Austin, TX, US
Employees
44
AeroLeads page
9 roles

Ryan A. work experience

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

Director Of Client Operations

Austin, Tx, Us

Analyst

Jll

Austin, Tx, Us

Analyst

United States

I play a key role in investor relations and stakeholder management, working closely with high-net-worth Limited Partners (LPs) from the professional athlete sector to drive capital commitments and expand syndicate networks, which enhances deal flow and portfolio diversification. I also source a significant amount of high-quality deal flow, evaluating numerous investment opportunities each quarter to ensure only the best align with our syndicate’s objectives.My responsibilities include conducting thorough due diligence and underwriting analysis, collaborating with startup CEOs and founders to identify high-potential investments. I develop financial models and standardized frameworks to streamline the investment pipeline, improving decision-making efficiency and reducing time to close. Additionally, I assist in managing the execution of Special Purpose Vehicles (SPVs), contributing to strategic portfolio growth and increasing investor returns.

Investment Analyst

San Antonio, Texas, United States

As an analyst with Trinity University’s Office of Investments, I conducted comprehensive research and financial analysis for the university’s $1.7 billion endowment, contributing directly to strategic, data-driven investment decisions that optimized portfolio performance. My role involved collaborating with investment managers to perform in-depth market research, rigorously evaluating hundreds of potential opportunities to identify high-yield investments aligned with the university’s long-term financial objectives.I applied pro-forma financial evaluations, underwriting processes, and strategic investment planning to assess and execute investment opportunities, ensuring the timely deployment of endowment capital into top-performing assets. Additionally, I monitored key performance metrics to maintain alignment with the portfolio’s overall goals, contributing to the sustained growth of the endowment.

May 2023 - Apr 2024

Graphic Designer For The Trinity University Football Team

San Antonio, Texas Metropolitan Area

As a graphic designer for Trinity University’s football team, I collaborated with a team to create engaging social media graphics for platforms like Instagram and Twitter, enhancing the team’s digital presence. I revamped the team’s logo and social media banners, contributing to a refreshed and modernized brand identity. Additionally, I developed reusable design templates to ensure consistency across platforms, helping to increase follower engagement and build a stronger online community.

Mar 2022 - Aug 2023

Real Estate Club Co-President And Co-Founder

San Antonio, Texas Metropolitan Area

As the President and Founder of Trinity University’s Real Estate Club, I built a network of over 100 current and former students interested in real estate, creating opportunities for members to connect and engage with industry professionals. I organized events and discussions focused on real estate investment strategies and career development, fostering an environment where students could gain valuable insights and make meaningful industry connections.

Apr 2021 - Apr 2022

Cofounder And Ceo

Wakescoot Watersports

San Antonio, Texas, United States

As Co-Founder and CEO, I successfully scaled Wakescoot Watersports, designing and launching the company’s e-commerce platform. I led the management of our social media presence, enhancing brand visibility and increasing customer engagement. I also developed and executed a strategic business plan that positioned the company to capitalize on market trends and ultimately facilitated a strategic exit in 2023. The company received venture funding through the Trinity Stumberg Entrepreneurship Seed Round Accelerator, attracting investor interest and validating its long-term growth potential.

Aug 2020 - Aug 2023

Financial Planning Intern

Parrott Wealth Management

Austin, Texas, United States

As a Financial Planning Intern, I developed and delivered financial planning and investment seminars for clients and prospects, offering actionable insights into investment strategies that enhanced client engagement with the firm. I also co-created and launched a company finance podcast, leveraging multimedia platforms to broaden the firm’s reach and position it as a thought leader in financial planning. Additionally, I constructed tailored stock portfolios of individual stocks, ETFs, and mutual funds based on each client’s risk tolerance and investment goals, contributing to personalized capital deployment aligned with client objectives.

May 2022 - Aug 2022

Youth Ministry Intern

Austin Christian Fellowship

Austin, Texas, United States

As a Youth Ministry Intern, I assisted in leadership by coordinating events and organizing mission trips, fostering community engagement and spiritual growth among the youth. I also prepared and delivered sermons, offering guidance and support through faith-based teachings. Additionally, I managed the youth ministry’s social media presence for the summer, enhancing outreach and connecting with the community in meaningful ways.

May 2021 - Aug 2021
2 education records

Ryan A. education

Bachelor Of Science - Bs, Finance And Entrepreneurship

Activities and Societies: -- All Conference Varsity Football FCA President Founder and President of Real Estate Club Dean's List

Education record

Vandegrift High School
FAQ

Frequently asked questions about Ryan A.

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What company does Ryan A. work for?

Ryan A. works for Task Wizard.

What is Ryan A.'s role at Task Wizard?

Ryan A. is listed as Director of Client Operations at Task Wizard.

Where is Ryan A. based?

Ryan A. is based in Austin, Texas, United States while working with Task Wizard.

What companies has Ryan A. worked for?

Ryan A. has worked for Task Wizard, Jll, 4Th & 1 Ventures, Trinity University, and Wakescoot Watersports.

How can I contact Ryan A.?

You can use AeroLeads to view verified contact signals for Ryan A. at Task Wizard, including work email, phone, and LinkedIn data when available.

What schools did Ryan A. attend?

Ryan A. holds Bachelor Of Science - Bs, Finance And Entrepreneurship from Trinity University.

What skills is Ryan A. known for?

Ryan A. is listed with skills including Leadership, Retail Food, Teamwork, Microsoft Office, Website Merchandising, Store Design, Social Media, and Microsoft Excel.

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