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Riley Anderson

Manager - Due Diligence & Implementation at WebBank
Intro Book
Seasoned finance professional with 10+ years of experience in finance, investments, and leadership.
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Location
Salt Lake City Metropolitan Area, US
Skills
  • Finance
  • Investments
  • Customer Service
  • Leadership
  • Time Management
  • Show all
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Bio

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Topline AI
Riley Anderson is a seasoned finance professional with 10+ years of experience in finance, investments, and leadership. He has worked in various roles, including Manager - Due Diligence & Implementation, Relationship Manager, and Financial Representative. He holds multiple certifications, including Series 9/10 Supervisory Principal, Series 65, and Series 7. He is based in the Salt Lake City Metropolitan Area.

Credentials

  • Series 9/10 Supervisory Principal
    FINRA
    Oct, 2018
    - Apr, 2026
  • Series 65
    FINRA (Financial Industry Regulatory Authority)
    Jun, 2018
    - Apr, 2026
  • Completion Level 1 CEP Program
    Santa Clara University
    Jun, 2016
    - Apr, 2026
  • Life & Health Agent
    California Department of Insurance
  • Series 63
    FINRA (Financial Industry Regulatory Authority)
  • Series 7
    FINRA (Financial Industry Regulatory Authority)

Experience

  • WebBank
    • Salt Lake City Metropolitan Area
    • Manager - Due Diligence & Implementation
      • Mar 2021 - Present
      • Salt Lake City Metropolitan Area

  • E*TRADE
    • Salt Lake City Metropolitan Area
    • Relationship Manager, Executive Services
      • Oct 2020 - Mar 2021
      • Salt Lake City Metropolitan Area

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Relationship Manager
      • Feb 2018 - Oct 2020

    • Financial Representative
      • Nov 2016 - Jan 2018

    • Stock Plan Services Associate
      • Sep 2015 - Oct 2016

    • Financial Representative-Trader
      • Feb 2015 - Aug 2015

  • Goldman Sachs
    • Greater Salt Lake City Area
    • Contracted Analyst: Private Wealth Management
      • Oct 2013 - Jan 2015
      • Greater Salt Lake City Area

  • Intermountain Healthcare
    • Greater Salt Lake City Area
    • Transportation Coordinator
      • Apr 2005 - Oct 2013
      • Greater Salt Lake City Area

Education

  • 2008 - 2010
    University of Utah
    Economics, Bachelors of Science, Economics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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