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Ryan Wardell

Quantitative Analyst at Crescat Capital
Intro Book
Seasoned finance professional with expertise in investment analysis and trading.
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Location
Denver Metropolitan Area, US
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Bio

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Ryan Wardell is a seasoned finance professional with 10+ years of experience in investment analysis and trading. He has worked as a Quantitative Analyst, Operations and Trading Analyst, and Investment Consultant, providing expertise in financial markets, technical analysis, and macroeconomic conditions. With a Bachelor of Business Administration degree from Old Dominion University, Ryan has developed strong skills in financial analysis, trading, and customer service. He has held various roles at prominent financial institutions, including Crescat Capital, Fidelity Investments, and Scottrade, where he has gained extensive experience in investment analysis, trading, and customer service. Ryan is based in the Denver Metropolitan Area.

Experience

  • Crescat Capital
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Quantitative Analyst
      • Jan 2021 - Present

    • Operations and Trading Analyst
      • Feb 2020 - Present

  • Fidelity Investments
    • High Net Worth Associate
      • Oct 2018 - Feb 2020

  • Scottrade
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Consultant
      • Mar 2015 - Oct 2016

      • Proactively call clients to build rapport and learn about their financial needs and create a solution to meet their goals• Service and maintain hundreds of accounts with a high level of confidentiality and professionalism• Customer assistance pertaining to the company website, products and services, or the financial markets• Knowledge of equity and fixed income markets along with a strong understanding of technical analysis and Macroeconomic/ Microeconomic conditions

    • Specialized Services Trader
      • Oct 2012 - Mar 2015

      • Handled trading for Scottrade's ultra high net worth and hedge fund clients• Execute heavy volume of trades using Algorithmic Trading and Macros• Helped Create Macros and Applications for maximum Branch efficiency; allowing them to focus on sales and improve time management• Partner with various departments to facilitate trades and reporting spreadsheets

    • Stock Broker
      • Sep 2010 - Oct 2012

      • Execute trades for clients via walk-in and over the phone• General administrative and operational duties including: branch reports, maintaining compliance records, hosting branch seminars, purchasing marketing and branch supplies

Education

  • 2005 - 2010
    Old Dominion University
    Bachelor of Business Administration (BBA), Finance and 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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