Ryan Fitzgerald
Wealth Planning Consultant @ Capitas Financial | Analytical Retirement Specialist
- Role
- Wealth Planning Consultant at Capitas Financial
- Location
- Walnut Creek, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Ryan Fitzgerald
As a Wealth Planning Consultant with Capitas Financial, I help financial advisors unlock…
Experience
Wealth Planning Consultant
May 2021 — Present · Walnut Creek, CA, US
Education
University of Colorado Boulder
Bachelor's degree
2008 — 2012
Skills
- Loans
- Lean Six Sigma
- Strategic Planning
- Operations Management
- Sales Operations
- Customer Service
- Financial Analysis
- Market Analysis
- Social Networking
- Lean Manufacturing
- Microsoft Office
- Sales
- Time Management
- Management
- Microsoft Excel
- Powerpoint
- Continuous Improvement
- Managerial Finance
- Microsoft Word
- Cross-Functional Team Leadership
- Small Business
- Finance
- Public Speaking
- Microsoft Outlook
- Leadership
- Mortgage Lending
- Research
- Green Technology
- Social Media
- Training
- Project Management
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