Ryan Meyer, Cfp

Ryan Meyer, Cfp Email and Phone Number

Project Manager @ Angel Compass Network
Rochester, NY, US
Ryan Meyer, Cfp's Location
Brooklyn, New York, United States, United States
Ryan Meyer, Cfp's Contact Details

Ryan Meyer, Cfp work email

Ryan Meyer, Cfp personal email

n/a
About Ryan Meyer, Cfp

Certified Financial Planner with a focus on tax-smart accumulation and distribution planning. Personally, I live in Rochester, NY with my wife, Shelly, and our daughter, Noa. Feel free to reach out if you’d like to connect. The best way to get in touch is by email, ryan.meyer@nm.com

Ryan Meyer, Cfp's Current Company Details
Angel Compass Network

Angel Compass Network

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Project Manager
Rochester, NY, US
Website:
angelcompass.org
Employees:
6
Ryan Meyer, Cfp Work Experience Details
  • Angel Compass Network
    Project Manager
    Angel Compass Network
    Rochester, Ny, Us
    View
  • Buffum Wealth Management
    Associate Wealth Management Advisor
    Buffum Wealth Management Sep 2017 - Present
    Greater New York City Area
  • Angel Compass Network
    Project Manager
    Angel Compass Network Sep 2017 - Present
    Greater New York City Area
    Building an online social and business platform that connects members through online profiles, and empowers members to coordinate their own events using the network, ultimately to fundraise for local charities and to benefit local children in need.
    View
  • Kafl Insurance Resources, Inc.
    Brokerage Manager
    Kafl Insurance Resources, Inc. Jul 2014 - Sep 2017
    Rochester, New York Area
    • Establish reciprocating relationships with CPAs, CFPs, P&C agents, credit unions and banks for the promotion of life, disability, long-term care insurance, annuities and employee benefit sales
    View
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Nov 2013 - Jul 2014
    Rochester, New York Area
    • Launched my own financial services practice, fostering relationships with and counseling diverse clientele
    View
  • Northwestern Mutual
    Associate Financial Representative
    Northwestern Mutual Aug 2012 - Nov 2013
    Rochester, New York Area
    View
  • Northwestern Mutual
    Sales Execution Team
    Northwestern Mutual Jun 2012 - Aug 2012
    • Assisted office manager in providing general support for 30+ financial advisors five years and under
    View
  • Kafl Insurance Resources, Inc.
    Internal Brokerage Support
    Kafl Insurance Resources, Inc. Dec 2011 - May 2012
    Rochester, New York Area
    • Implemented new marketing strategies to 25,000+ advisors and qualified results for review by manager
    View

Ryan Meyer, Cfp Skills

Support

Ryan Meyer, Cfp Education Details

Frequently Asked Questions about Ryan Meyer, Cfp

What company does Ryan Meyer, Cfp work for?

Ryan Meyer, Cfp works for Angel Compass Network

What is Ryan Meyer, Cfp's role at the current company?

Ryan Meyer, Cfp's current role is Project Manager.

What is Ryan Meyer, Cfp's email address?

Ryan Meyer, Cfp's email address is ryan.meyer@nm.com

What schools did Ryan Meyer, Cfp attend?

Ryan Meyer, Cfp attended State University Of New York College At Geneseo.

What skills is Ryan Meyer, Cfp known for?

Ryan Meyer, Cfp has skills like Support.

Who are Ryan Meyer, Cfp's colleagues?

Ryan Meyer, Cfp's colleagues are Ryan Mcgreevy.

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