Ryan Popat
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Ryan Popat Email & Phone Number

Internal Product Consultant at LPL Financial
Location: San Diego, California, United States 3 work roles 1 school
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Current company
Role
Internal Product Consultant
Location
San Diego, California, United States
Company size

Who is Ryan Popat? Overview

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Quick answer

Ryan Popat is listed as Internal Product Consultant at LPL Financial, a company with 14027 employees, based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for Ryan Popat.

Ryan Popat previously worked as Associate Product Analyst at Lpl Financial and Portfolio Manager at Csus Student Investment Fund (Sif). Ryan Popat holds Bachelor Of Business Administration - Bba, Entrepreneurship/Entrepreneurial Studies from California State University-Sacramento.

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Email format at LPL Financial

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LPL Financial

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Profile bio

About Ryan Popat

Ryan Popat is a Internal Product Consultant at LPL Financial.

Current workplace

Ryan Popat's current company

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LPL Financial
Lpl Financial
Internal Product Consultant
San Diego, CA, US
Website
Employees
14027
AeroLeads page
3 roles

Ryan Popat work experience

A career timeline built from the work history available for this profile.

Associate Product Analyst

Current

San Diego, California, United States

1. Work directly with advisors to help them with portfolio construction and product selection2. Support new product training and assist advisors with understanding product features, suitabilityrequirements, alternative options and pricing3. Maintain up-to-date knowledge of product inventory, industry trends, and strategic relationships/partnerships4..

Aug 2023 - Present

Portfolio Manager

Sacramento, California, United States

1. Conducted extensive equity and market analysis on performance and risk to effectively manage a university-funded investment portfolio with $1 million AUM. 2. Utilized the Bloomberg Terminal, Excel, PowerPoint, and Tableau to conduct research and visualize findings in a way that was concise and thorough for presentations to colleagues and investment.

Jan 2023 - May 2023
Team & coworkers

Colleagues at LPL Financial

Other employees you can reach at lpl.com. View company contacts for 14027 employees →

1 education record

Ryan Popat education

FAQ

Frequently asked questions about Ryan Popat

Quick answers generated from the profile data available on this page.

What company does Ryan Popat work for?

Ryan Popat works for LPL Financial.

What is Ryan Popat's role at LPL Financial?

Ryan Popat is listed as Internal Product Consultant at LPL Financial.

Where is Ryan Popat based?

Ryan Popat is based in San Diego, California, United States while working with LPL Financial.

What companies has Ryan Popat worked for?

Ryan Popat has worked for Lpl Financial and Csus Student Investment Fund (Sif).

Who are Ryan Popat's colleagues at LPL Financial?

Ryan Popat's colleagues at LPL Financial include Carla Mccabe, Cva, Matthew Schellinger, Clairsean Alexander-Floyd, Jd Lynn Chiong, and Terry Tang.

How can I contact Ryan Popat?

You can use AeroLeads to view verified contact signals for Ryan Popat at LPL Financial, including work email, phone, and LinkedIn data when available.

What schools did Ryan Popat attend?

Ryan Popat holds Bachelor Of Business Administration - Bba, Entrepreneurship/Entrepreneurial Studies from California State University-Sacramento.

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