Thomas Ryan Email and Phone Number
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Results driven executive with broad product development, product management, business development and strategy experience across the Global Wealth Management & Asset Management industries.Proven leader with demonstrated ability to launch and manage innovative initiatives which deliver substantial financial results. Strategic and creative thinker with a track record of creating and bringing to market best-in-class products for distribution across the Mass Affluent, High Net Worth and Ultra High Net Worth market segments.Specialties: Investments - Investment Products, Investment Advice, Financial Planning, Advisory Solutions, Goal Based Investing, Retirement, Agile Product OwnershipTechnology - Wealth Management Technology, Financial Advisor Technology, Advisor Desktop, Mobile Finance, Online Financial Planning, Asset Management Technology, Salesforce.com, ServiceNow, SeismicStrategy - Innovation, Client Value Propositions, Go To Market Strategies, Scaled Agile Program Management, Product Development, Proposition Management, Market Segmentation, Multi-Channel Product Distribution
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Founder And PresidentT.H. Ryan & AssociatesEllicott City, Md, Us -
Director Of OperationsPennington Partners & Co. May 2023 - PresentBethesda, Maryland, Us -
Senior Vice President, Global Head Of CrmLazard Asset Management Sep 2021 - May 2023New York, Ny, Us -
Senior Product Owner, Vp, Head Of Crm & Workflow Automation PlatformsT. Rowe Price Apr 2018 - Sep 2021Baltimore, Maryland, UsResponsible for defining and executing the Distribution Enablement strategy across both the ServiceNow and Salesforce.com platforms for T. Rowe Price’s Retirement Plan Services business. Focused on both driving increased Operational efficiency across the business and developing Sales and Marketing Automation capabilities. -
PrincipalInfosys Consulting, Inc. Jul 2015 - Apr 2018Bangalore, InLeading Engagement teams on large transformational programs that leverage the service offerings of Infosys, client teams & other 3rd party vendors across Investment Banks, Asset Management Firms as well as national and regional Wealth Management Firms.Work closely with Business Development Teams across the firm for Account Planning and Go-To-Market strategies for new accounts and focus on positioning the firm to drive revenue within new divisions in existing accounts.Manage Practice development * Manage the teams responsible for the creation of end to end / F2B business and functional requirement frameworks and offerings * Help Manage the staffing needs of clients from Hiring to On-Boarding to seamlessly integrating new resources onto existing project teams/client engagements -
Svp, Head Of Operations, Strategy & ProductMarket76 Jul 2014 - Jul 2015New York, Ny, UsResponsible for the creation of a best in class Operations Team that led client implementations and client on-boarding. Oversaw the creation of a broad Business Management infrastructure that streamlined business process and drove Operational efficiencies across the organization. -
Senior Management ConsultantKnowledgent Mar 2013 - Jun 2014Warren, Nj, UsSenior Management Consultant focusing on the Investment Advisory and Wealth & Asset Management markets -
Director, Head Of Product Development & StrategyThomson Reuters Nov 2009 - Jun 2011Toronto, On, CaResponsible for Product Development and Strategy for the Global Wealth Management's Business Mobile, New Media and Advisor Desktop/CRM propositions. Identified and created new business partnerships and strategic alliances with other best-in-class companies that enabled the Global Wealth Management Business to quickly enter new markets and identify new revenue opportunities.Led the rollout of the Reuters Insider multi-media platform across the Global Wealth Management Business and created the Go-To Market strategy that focused on promoting rapid adoption from the 20 largest firms in the Wealth Management industry. -
Director, Product Development & StrategyStandard & Poor'S Investment Advisory Services Jul 2008 - Nov 2009Responsible for Product Development, Proposition Management and Strategy for Standard & Poor's Investment Advisory Services.Developed and implemented a low cost sales and service model that enabled the Equity Research Services business to focus on and increase product sales to the Independent BD and RIA market segments.
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Vice President, Head Of Investment Solutions, MyfiCiti Mar 2006 - Jul 2008New York, New York, UsResponsible for the creation of an innovative direct to consumer Managed Account platform that provided goal-based discretionary investment advice to clients of the myFi business. myFi was Citi Global Wealth Management's Mass Affluent focused business that provided holistic financial life management services to clients.Led the Investment Solutions organization which was responsible for defining the investment universe that was available to myFi clients as well as the investment and financial life management processes that myFi Advisors followed when making recommendations to clients. -
Product ManagerTd Ameritrade Nov 2003 - Mar 2006Omaha, Ne, UsLed the creation of business requirements and the Go To Market strategy for Amerivest, the non-discretionary online advisory service for Mass Affluent long-term investors.Amerivest provided clients with a custom portfolio of Exchange Traded Funds (ETFs) that were selected based on their tracking error vs. their benchmark, their liquidity and their expense ratio.Responsible for creating Amerivest's multi-channel distribution strategy (Web, Branch, Centralized Call Center Based Sales Team).Created the firm's IRA Rollover strategy and implemented new business processes that reduced paperwork and allowed for a seamless user experience for clients.
Thomas Ryan Skills
Thomas Ryan Education Details
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Fordham Gabelli School Of BusinessGeneral -
Lafayette CollegeGovernment & Law
Frequently Asked Questions about Thomas Ryan
What company does Thomas Ryan work for?
Thomas Ryan works for T.h. Ryan & Associates
What is Thomas Ryan's role at the current company?
Thomas Ryan's current role is Founder and President.
What is Thomas Ryan's email address?
Thomas Ryan's email address is th****@****ard.com
What is Thomas Ryan's direct phone number?
Thomas Ryan's direct phone number is +133633*****
What schools did Thomas Ryan attend?
Thomas Ryan attended Fordham Gabelli School Of Business, Lafayette College.
What are some of Thomas Ryan's interests?
Thomas Ryan has interest in Poverty Alleviation.
What skills is Thomas Ryan known for?
Thomas Ryan has skills like Strategy, Management, Portfolio Management, Product Management, Business Development, Investments, Asset Management, Marketing Strategy, Finance, Financial Services, E Commerce, Strategic Partnerships.
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