Ryan O'Toole

Ryan O'Toole Email and Phone Number

Client Relationship Associate @ Wealth Planning Resources, LLC
Waltham, MA, US
Ryan O'Toole's Location
Waltham, Massachusetts, United States, United States
Ryan O'Toole's Contact Details

Ryan O'Toole work email

Ryan O'Toole personal email

n/a
About Ryan O'Toole

Motivated finance professional with a comprehensive background in the field. Graduated Magna Cum Laude from Bentley University with a Bachelor of Science in Finance. Recently completed the Advanced Standing in Finance program at Bentley University, earning a Master of Science in Finance in May 2024. Seeking a full-time position within the financial services industry to leverage my expertise and passion for finance, contributing to the success of an innovative organization.

Ryan O'Toole's Current Company Details
Wealth Planning Resources, LLC

Wealth Planning Resources, Llc

View
Client Relationship Associate
Waltham, MA, US
Employees:
6
Ryan O'Toole Work Experience Details
  • Wealth Planning Resources, Llc
    Client Relationship Associate
    Wealth Planning Resources, Llc
    Waltham, Ma, Us
  • B. Riley Financial
    Financial Analyst
    B. Riley Financial Jun 2023 - Aug 2023
    Needham, Massachusetts, United States
    • Utilized company-provided data to identify important financial trends and drivers of liquidation values • Handled recent and past appraisals to produce company-specific information and relevant industry data • Engaged in cross-company management calls to review internal analyses and rectify discrepancies
  • Dxl Group
    Finance Intern
    Dxl Group Jun 2022 - Aug 2022
    • Collaborated with Accounts Payable department to process and generate invoices• Worked with Finance and Sales Audit teams to develop future quarter financial forecasts• Assisted Real Estate team by distributing monthly rent checks to branches across the U.S
  • La Campania
    Busser
    La Campania Dec 2021 - Aug 2022
    Waltham, Massachusetts, United States
    • Interact and coordinate with service staff to ensure effective customer service• Apply multi-tasking and time management skills to efficiently perform various service tasks• Implement strong communication skills with staff and customers

Ryan O'Toole Education Details

Frequently Asked Questions about Ryan O'Toole

What company does Ryan O'Toole work for?

Ryan O'Toole works for Wealth Planning Resources, Llc

What is Ryan O'Toole's role at the current company?

Ryan O'Toole's current role is Client Relationship Associate.

What is Ryan O'Toole's email address?

Ryan O'Toole's email address is ry****@****nxl.com

What schools did Ryan O'Toole attend?

Ryan O'Toole attended Bentley University - Mccallum Graduate School Of Business, Bentley University, Waltham Sr High School.

Who are Ryan O'Toole's colleagues?

Ryan O'Toole's colleagues are Edward Reynolds, John Steiger, Cfp®, Aif®, Bonnie M..

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