Ryan Cosgray
Vice President, Wealth Advisor at Sequoia Financial Group
- Role
- Vice President, Wealth Advisor at Sequoia Financial Group
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Vice President, Wealth Advisor
Mar 2024 — Present · Columbus, OH, US
Skills
- Financial Institutions
- Financial Analysis
- Asset Management
- Personal Financial Planning
- Investment Advisory
- Microsoft Office
- Portfolio Management
- Equities
- Leadership
- Financial Planning
- Branch Management
- Finance
- Strategic Financial Planning
- Retirement Planning
- Banking
- Mutual Funds
- Cross Selling
- Financial Services
- Customer Service
- Securities
- Banking Relationships
- Wealth Management
- Series 7
- Investments
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