Ryan Dunn
Investment Operations Associate at WestPark Financial | Building Lifelong Partnerships Making The Uncertain, Certain
- Role
- Investment Operations Associate at Westpark Financial
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Ryan Dunn
Our mission at GACR is to facilitate access to capital for underrepresented founders and causes, while capitalizing on the untapped nature of the market.
Experience
Investment Operations Associate
Apr 2024 — Present
Manage the onboarding, administration, and servicing of investment accounts in accordance with SEC, FINRA, and firm regulations.• Process client paperwork, handle account inquiries, and coordinate with internal teams to ensure timely and accurate account management.• Provide exceptional customer service to clients, addressing their needs and inquiries in a professional and courteous manner.• Collaborate with the Director of Investments and other team members to streamline processes and improve operational efficiency.
Education
The George Washington University
Bachelor of Science - BS
2016 — 2020
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