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Ryan O'Toole Email & Phone Number
Client Relationship Associate
at
Wealth Planning Resources, LLC
1 work email found
@destinationxl.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Client Relationship Associate
Location
Waltham, Massachusetts, United States
Company size
Who is Ryan O'Toole? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Ryan O'Toole is listed as Client Relationship Associate at Wealth Planning Resources, LLC, a with 6 employees, based in Waltham, Massachusetts, United States. AeroLeads shows a work email signal at destinationxl.com and a matched LinkedIn profile for Ryan O'Toole.
Ryan O'Toole previously worked as Financial Analyst at B. Riley Financial and Finance Intern at Dxl Group. Ryan O'Toole holds Master Of Science - Ms, Finance, General from Bentley University - Mccallum Graduate School Of Business.
Company email context
Email format at Wealth Planning Resources, LLC
This section adds company-level context without repeating Ryan O'Toole's masked contact details.
*@destinationxl.com
68% confidence
AeroLeads found 1 current-domain work email signal for Ryan O'Toole. Compare company email patterns before reaching out.
Profile bio
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.
Current workplace
Ryan O'Toole's current company
Company context helps verify the profile and gives searchers a useful next step.
Wealth Planning Resources, Llc
4 roles
Ryan O'Toole work experience
A career timeline built from the work history available for this profile.
Financial Analyst
• 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
Jun 2023 - Aug 2023
Finance Intern
• 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
Jun 2022 - Aug 2022
Busser
La Campania
• 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
Dec 2021 - Aug 2022
Team & coworkers
Colleagues at Wealth Planning Resources, LLC
Other employees you can reach at financialconnector.com. View company contacts for 6 employees →
ER
Edward Reynolds
Colleague at Wealth Planning Resources, LlcGreater Boston, United States
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JS
John Steiger, Cfp®, Aif®
Colleague at Wealth Planning Resources, LlcWaltham, Massachusetts, United States
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BM
Bonnie M.
Colleague at Wealth Planning Resources, LlcMarshfield, Massachusetts, United States
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Edward Reynolds
Colleague at Wealth Planning Resources, LlcGreater Boston, United States
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JS
John Steiger, Cfp®, Aif®
Colleague at Wealth Planning Resources, LlcWaltham, Massachusetts, United States
View →
BM
Bonnie M.
Colleague at Wealth Planning Resources, LlcMarshfield, Massachusetts, United States
View →
3 education records
Ryan O'Toole education
Master Of Science - Ms, Finance, General
Bachelor Of Science - Bs, Finance, General
High School Diploma
FAQ
Frequently asked questions about Ryan O'Toole
Quick answers generated from the profile data available on this page.
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 Wealth Planning Resources, LLC?
Ryan O'Toole is listed as Client Relationship Associate at Wealth Planning Resources, LLC.
What is Ryan O'Toole's email address?
AeroLeads has found 1 work email signal at @destinationxl.com for Ryan O'Toole at Wealth Planning Resources, LLC.
Where is Ryan O'Toole based?
Ryan O'Toole is based in Waltham, Massachusetts, United States while working with Wealth Planning Resources, LLC.
What companies has Ryan O'Toole worked for?
Ryan O'Toole has worked for Wealth Planning Resources, Llc, B. Riley Financial, Dxl Group, and La Campania.
Who are Ryan O'Toole's colleagues at Wealth Planning Resources, LLC?
Ryan O'Toole's colleagues at Wealth Planning Resources, LLC include Edward Reynolds, John Steiger, Cfp®, Aif®, and Bonnie M..
How can I contact Ryan O'Toole?
You can use AeroLeads to view verified contact signals for Ryan O'Toole at Wealth Planning Resources, LLC, including work email, phone, and LinkedIn data when available.
What schools did Ryan O'Toole attend?
Ryan O'Toole holds Master Of Science - Ms, Finance, General from Bentley University - Mccallum Graduate School Of Business.
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