Experience

Ancora Holdings Group

• United States
• Financial Services
• 1 - 100 Employee

• Assistant Vice President, Family Wealth Advisor

  • Sep 2022 - Present

  Mayfield Heights, Ohio, United States



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Planning Consultant

  • Jan 2022 - Aug 2022

  Highland Park, Illinois, United States

• Relationship Manager

  • Jun 2021 - Dec 2021

  Highland Park, Illinois, United States



Circuit Technologies, LLC

• Founder

  • Jul 2016 - Jan 2022

  Cleveland, Ohio Ryan is responsible for application project management, client relationship management, and financial analysis. Ryan has provided guidance on the industry in order to ensure the flow and functionality of the software.



MAP Wealth Management

• Registered Sales Assistant

  • Mar 2021 - Jun 2021

  Chicago, Illinois, United States



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Wealth Associate

  • Jun 2019 - Mar 2021

  Barrington, IL



Ancora Holdings Group

• United States
• Financial Services
• 1 - 100 Employee

• Intern

  • May 2018 - Aug 2018

  Cleveland, Ohio Ryan has been responsible for attending relationship management meetings, on-boarding in meeting notes to the company CRM database, and building financial plans in MoneyGuide Pro. In addition to his responsibilities, he has also gained a deeper understanding of various management strategies including tax planning, life insurance, equity, bond, and alternative investing.



Delta Tau Delta International Fraternity

• United States
• Non-profit Organizations
• 200 - 300 Employee

• Treasurer

  • Nov 2016 - Jan 2017

  Bloomington, Indiana Ryan acted as the Treasurer for Delta Tau Delta fraternity. He was responsible for reconciling finances, budgeting, and assisting in philanthropic efforts.



Ancora Holdings Group

• United States
• Financial Services
• 1 - 100 Employee

• Intern

  • May 2016 - Aug 2016

  Cleveland, Ohio Ryan worked his first internship at Ancora with a focus on equity research. He was responsible for researching various stocks/funds and providing Excel analysis to evaluate the quality of the investment. After the first few weeks of his internship Ryan began to work with the recent addition of the wealth management team working on relationship management and client retention.