Atlanta, GA 30338
E-mail | Ryan.firstname.lastname@example.org
Ryan was ecstatic to be brought on to the team at Squire Asset Management. His areas of expertise are financial planning, client experience, portfolio analysis, marketing and business development. Ryan is motivated every day to help clients pursue their goals with Squire Asset Management’s differentiated approach. Squire AM’s goal is always altering their lives for the better.
Areas of Expertise
- Financial Planning
- Client Experience
- Portfolio Optimization Analytics
- Marketing and Business Development
Outside The Office
Ryan enjoys spending time with his friends and his dog Maggie. He loves to read, spoil Maggie with long walks, and explore Atlanta experiencing all that it has to offer. A self-described foodie, he is always on the lookout for new restaurant suggestions to expand his horizons. A strong believer in helping those who can’t help themselves, Ryan volunteers with Open Hand Atlanta, a food delivery service for the underprivileged living in the metro Atlanta area.
"The collective knowledge and experience that is shared among IFG’s members is a benefit not only to me, being affiliated with IFG, but ultimately to the clients I serve."
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