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Ryan Coleman, Mba, Cima®, Cetf® Email & Phone Number
Senior Business Development Director
at
FINTRX
1 work email found
@mainstayinvestments.com
1 phone found area 585
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Business Development Director
Location
Columbus, Ohio Metropolitan Area, United States
Who is Ryan Coleman, Mba, Cima®, Cetf®? Overview
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Quick answer
Ryan Coleman, Mba, Cima®, Cetf® is listed as Senior Business Development Director at FINTRX, based in Columbus, Ohio Metropolitan Area, United States. AeroLeads shows a work email signal at mainstayinvestments.com, phone signal with area code 585, and a matched LinkedIn profile for Ryan Coleman, Mba, Cima®, Cetf®.
Ryan Coleman, Mba, Cima®, Cetf® previously worked as Co-Founder, Managing Partner at Naviquant Capital Management and External Advisor Consultant at New York Life Investments. Ryan Coleman, Mba, Cima®, Cetf® holds Master Of Business Administration - Mba from University Of Oregon Lundquist College Of Business.
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Email format at FINTRX
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*@mainstayinvestments.com
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AeroLeads found 1 current-domain work email signal for Ryan Coleman, Mba, Cima®, Cetf®. Compare company email patterns before reaching out.
Profile bio
About Ryan Coleman, Mba, Cima®, Cetf®
During my college years, I held the belief that finance would not be my calling. However, as fate would have it, my Marketing and Finance classes, required by my degree, came around, and I quickly had to swallow my pre-existing notion of the industry. Through my studies, I became enthralled by the intricacies and workings of the financial sector. And almost two decades later, I could not be happier.My career in finance has given me the ability to work with great people, both within my firm and outside. No day is the same, and I wouldn’t have it any other way. Beyond delivering comprehensive product knowledge, market updates, and consultative practice ideas, I have evolved into a valuable resource for all of my clients.
Listed skills include Mutual Funds, Investments, Finance, Wealth Management, and 14 others.
Current workplace
Ryan Coleman, Mba, Cima®, Cetf®'s current company
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11 roles
Ryan Coleman, Mba, Cima®, Cetf® work experience
A career timeline built from the work history available for this profile.
Co-Founder, Managing Partner
Current- Co-Founder and Managing Partner at Naviquant Capital Management, a Registered Investment Advisor and Collective Investment Trust sub-advisor. - Responsible for developing and implementing investment strategies for retail clients. - Oversee the firm's operations and business development efforts. - Collaborate with other co-founders and team members to ensure the firm's success and growth. - Act as a fiduciary for clients and proprietary Momentum-based strategy, putting their interests first and providing transparent and personalized advice. - Client Portfolio Management responsibilities for Momentum-based strategies. - Build and maintain relationships with clients, partners, and industry stakeholders to promote the firm's brand and reputation. - Continuously improve the firm's processes, technology, and services to enhance client experience and achieve better outcomes.
Jan 2023 - Present
External Advisor Consultant
• Present New York Life Investment/Mainstay products and services to advisors knowledgeably and effectively so that advisors can clearly identify the benefits of the products relative to its competitors.• Provide advisors technical information, including a strong knowledge of the competitive landscape, financial markets and industry related topics.• Work with sales team to develop sales of mutual funds, SMAs, ETFs in existing territory.
Jan 2019 - Oct 2022
Vice President Senior Advisor Consultant (Oregon And Sw Washington)
Manage region competitively to drive annual goals, with a focus on year-over-year sales growth and profitability.Deliver product presentations to current and prospective financial advisors via office visits, cluster meetings, seminars and conferences.Build business with financial advisors in all channels utilizing a consultative sales process: Investment Consultant, Business Consultant and Retirement ConsultantArticulate fund objectives, discuss financial markets (domestic and international) and portfolio strategies.Proactively position and differentiate OppenheimerFunds’ investments products and strategies against competitor firms and products
Nov 2015 - Jan 2019
Vice President Senior Advisor Consultant (Florida, Alabama)
Manage region competitively to drive annual goals, with a focus on year-over-year sales growth and profitability.Deliver product presentations to current and prospective financial advisors via telephone, WebEx, office visits, cluster meetings, seminars and conferences.Build business with financial advisors in all channels utilizing a consultative sales process: Investment Consultant, Business Consultant and Retirement ConsultantArticulate fund objectives, discuss financial markets (domestic and international) and portfolio strategies.Proactively position and differentiate OppenheimerFunds’ investments products and strategies against competitor firms and products
Apr 2014 - Nov 2015
Regional Advisor Consultant
Manage region with external partner to attain both revenue and profitability goals.Conduct consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals.Develop and execute sales plan strategies with members of both external & internal sales teams.Articulate fund objectives, discuss financial markets (domestic and international) and portfolio strategies.Identify sales opportunities and advisor needs, cross-sell ideas and introduce new concepts.Work with various departments/individuals within the organization to provide 'Best in Class' service to our financial advisors.
Oct 2010 - Mar 2014
Vice President
Acquire and deepen relationships with clients through comprehensive needs based marketing and promotion of investment products.Work with the Branch Team to identify client needs, analyze customer information, and define investment goals.Build plans and make recommendations for clients to achieve their investment goals and objectives.Demonstrate technical expertise, strong sales results in investments and fiduciary products, and strong interpersonal skills as well as provide exceptional service.
Jan 2010 - Oct 2010
Wirehouse Regional Associate
Prospect and identify new mutual fund and managed account sales opportunities within the territory and work in partnership with the Regional Manager to close the business.Establish and maintain strong client relationships by providing service follow-up on inquires and pertinent market information/performance data to further the sales cycle.Provide key advisors with sales ideas to suit the needs of their clients through utilization of the firm's broad range of investment products and resources.Development and execution of yearly territory business plan and territory management with external partner.Marketing Team Leader for Internal and External sales force in charge of relaying concerns and ideas to marketing from the field, and working with marketing for new ideas.
Jul 2007 - Dec 2009
Financial Advisor Representative
Updated advisors on current market conditions and all relevant events within the firm, and presented insight to advisors on current portfolio manager strategies and objectives.Supplied specialized knowledge of all aspects of JPMorgan Funds and the College Choice 529 Investment Plan to advisors in the various distribution channels through which they are sold.Supplied key business leads to Internal and External Wholesalers to assist in the sales process.Produced sales proposals and complex hypothetical illustrations per key advisor inquiries.Ordered literature and distributed marketing materials to advisors upon request.
Jul 2006 - Jul 2007
Investor Services Representative
Assisted advisors and sales force in all channels with mutual fund support and service issues such as problem resolution, informational requests, and education on the processes and products available within the firm.Aided shareholders in accessing their account information, as well as providing them with pertinent fund performance and investment history.Performed purchases, redemptions and exchanges on shareholder accounts upon request.Trained in qualified, non-qualified and 529 College Choice investment savings programs.
Jul 2005 - Jul 2006
Intern Assistant
Organized and maintained client account information for the advisor's entire book of business.Enrolled and trained clients on the use of the Smith Barney external website.Assisted with email updates detailing value-added investment strategies for end clients.
May 2000 - Sep 2000
2 education records
Ryan Coleman, Mba, Cima®, Cetf® education
Master Of Business Administration - Mba
University Of Oregon Lundquist College Of Business
Bachelor Of Science (B.S.), Marketing
Monmouth University
FAQ
Frequently asked questions about Ryan Coleman, Mba, Cima®, Cetf®
Quick answers generated from the profile data available on this page.
What company does Ryan Coleman, Mba, Cima®, Cetf® work for?
Ryan Coleman, Mba, Cima®, Cetf® works for FINTRX.
What is Ryan Coleman, Mba, Cima®, Cetf®'s role at FINTRX?
Ryan Coleman, Mba, Cima®, Cetf® is listed as Senior Business Development Director at FINTRX.
What is Ryan Coleman, Mba, Cima®, Cetf®'s email address?
AeroLeads has found 1 work email signal at @mainstayinvestments.com for Ryan Coleman, Mba, Cima®, Cetf® at FINTRX.
What is Ryan Coleman, Mba, Cima®, Cetf®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 585 for Ryan Coleman, Mba, Cima®, Cetf® at FINTRX.
Where is Ryan Coleman, Mba, Cima®, Cetf® based?
Ryan Coleman, Mba, Cima®, Cetf® is based in Columbus, Ohio Metropolitan Area, United States while working with FINTRX.
What companies has Ryan Coleman, Mba, Cima®, Cetf® worked for?
Ryan Coleman, Mba, Cima®, Cetf® has worked for Fintrx, Naviquant Capital Management, New York Life Investments, Oppenheimerfunds, and Jpmorgan Chase.
How can I contact Ryan Coleman, Mba, Cima®, Cetf®?
You can use AeroLeads to view verified contact signals for Ryan Coleman, Mba, Cima®, Cetf® at FINTRX, including work email, phone, and LinkedIn data when available.
What schools did Ryan Coleman, Mba, Cima®, Cetf® attend?
Ryan Coleman, Mba, Cima®, Cetf® holds Master Of Business Administration - Mba from University Of Oregon Lundquist College Of Business.
What skills is Ryan Coleman, Mba, Cima®, Cetf® known for?
Ryan Coleman, Mba, Cima®, Cetf® is listed with skills including Mutual Funds, Investments, Finance, Wealth Management, Investment Strategies, Asset Allocation, Retirement, and Financial Advisory.
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