Ryan Heller Email & Phone Number
@cirrusami.com
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Who is Ryan Heller? Overview
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Ryan Heller is listed as Financial Analyst at Cirrus Asset Management Inc., a company with 135 employees, based in Calabasas, California, United States. AeroLeads shows a work email signal at cirrusami.com and a matched LinkedIn profile for Ryan Heller.
Ryan Heller previously worked as Contracts and Insurance at Sma Builders and Client Services Representative at Lenox Advisors. Ryan Heller holds Finance, General, Senior from Indiana University Bloomington.
Email format at Cirrus Asset Management Inc.
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AeroLeads found 3 current-domain work email signals for Ryan Heller. Compare company email patterns before reaching out.
About Ryan Heller
I am a finance graduate of the Kelley School of Business. My strengths include financial analysis, professionalism, collaboration, leadership, and dedication. I pride myself on my work ethic as well as my ability to provide value to my employers . My passion is in investing and I have been actively trading securities since my freshman year at IU. Outside of my professional interests, I enjoy films, traveling, sports, and sustainability.
Listed skills include Leadership, Highly Dedicated, and Delegation.
Ryan Heller's current company
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Ryan Heller work experience
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Contracts And Insurance
- Developed the budget for and helped negotiate a ~ $14 million development project between SMA Builders and CIM
- Wrote and managed the contracts, scopes of work, and insurance policies for several projects, which gave me a better understanding of the processes and legal structure of the construction industry
- Selected to mentor the future batch of incoming employees at the company in areas such as database management so that they could hit the ground running and match management’s expectations
Client Services Representative
- Increased office efficiency by managing prospective client referrals, client records, and policies for a group benefits program for BlackRock
- Assisted the relationship managers in converting 4 clients’ term insurance policies to whole life policies, which lead to a ~5% increase in their commissions that month
- Learned about asset allocation, financial analysis, and estate planning as well as their roles in the private wealth management industry from executives around the country
Assistant To The Project Manager
- Created a dynamic excel database using dashboards and advanced functions like lookups, pivot tables & arrays to manage all the subcontractors and business associates for the company
- Researched ways to reduce development costs on several projects by over $50,000 through material & labor alternatives
Volunteer
- Learned the importance of getting what you earn.- Organized fundraisers for the builds.- Started the club from the ground up and gathered members to create a successful and lasting school function.
Colleagues at Cirrus Asset Management Inc.
Other employees you can reach at cirrusami.com. View company contacts for 135 employees →
Tracy Gasper
Colleague at Cirrus Asset Management Inc.Santa Maria, California, United States, United States
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KF
Kyle Fakes
Colleague at Cirrus Asset Management Inc.Greater Seattle Area, United States
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GP
Georgia P.
Colleague at Cirrus Asset Management Inc.Los Angeles Metropolitan Area, United States
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EK
Ellen Katherine
Colleague at Cirrus Asset Management Inc.United States, United States
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LD
Liz De Leon
Colleague at Cirrus Asset Management Inc.Burbank, California, United States, United States
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AV
Angelica Valenzuela
Colleague at Cirrus Asset Management Inc.Los Angeles, California, United States, United States
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KB
Kelli Baldwin
Colleague at Cirrus Asset Management Inc.Los Angeles Metropolitan Area, United States
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BB
Brian Burnham
Colleague at Cirrus Asset Management Inc.Silverdale, Washington, United States, United States
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AE
Alonso Escobar
Colleague at Cirrus Asset Management Inc.Austin, Texas, United States, United States
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MK
Megan Kemp
Colleague at Cirrus Asset Management Inc.Dallas-Fort Worth Metroplex, United States
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Ryan Heller education
Finance, General, Senior
Finance, General, Junior
Frequently asked questions about Ryan Heller
Quick answers generated from the profile data available on this page.
What company does Ryan Heller work for?
Ryan Heller works for Cirrus Asset Management Inc..
What is Ryan Heller's role at Cirrus Asset Management Inc.?
Ryan Heller is listed as Financial Analyst at Cirrus Asset Management Inc..
What is Ryan Heller's email address?
AeroLeads has found 3 work email signals at @cirrusami.com for Ryan Heller at Cirrus Asset Management Inc..
Where is Ryan Heller based?
Ryan Heller is based in Calabasas, California, United States while working with Cirrus Asset Management Inc..
What companies has Ryan Heller worked for?
Ryan Heller has worked for Cirrus Asset Management Inc., Sma Builders, Lenox Advisors, and Habitat For Humanity International.
Who are Ryan Heller's colleagues at Cirrus Asset Management Inc.?
Ryan Heller's colleagues at Cirrus Asset Management Inc. include Tracy Gasper, Kyle Fakes, Georgia P., Ellen Katherine, and Liz De Leon.
How can I contact Ryan Heller?
You can use AeroLeads to view verified contact signals for Ryan Heller at Cirrus Asset Management Inc., including work email, phone, and LinkedIn data when available.
What schools did Ryan Heller attend?
Ryan Heller holds Finance, General, Senior from Indiana University Bloomington.
What skills is Ryan Heller known for?
Ryan Heller is listed with skills including Leadership, Highly Dedicated, and Delegation.
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