Associate Trader, Compliance Officer, Investment Advisor Representative
Ryan is an Associate Trader and Compliance Officer at CWP. Ryan provides support to the Investment team with their day to day operations and pre and post check trade compliance. He is a recent graduate from Florida Gulf Coast University where he obtained a B.S. in Finance and minor in Economics. Ryan is currently studying as a Level 1 CFA candidate and holds his Series 65 as an Investment Advisor Representative.
Phone: 239-330-4159 (Direct)
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