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Ryan Fitzgerald
Wealth Planning Consultant @Capitas Financial
Walnut Creek, CA, US
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WORK HISTORY
May 2021 — Present
Wealth Planning Consultant @Capitas Financial
Walnut Creek, CA, US
EDUCATION
2008 — 2012
University of Colorado Boulder
Bachelor's degree
SKILLS
LoansLean Six SigmaStrategic PlanningOperations ManagementSales OperationsCustomer ServiceFinancial AnalysisMarket AnalysisSocial NetworkingLean ManufacturingMicrosoft OfficeSalesTime ManagementManagementMicrosoft ExcelPowerpointContinuous ImprovementManagerial FinanceMicrosoft WordCross-Functional Team LeadershipSmall BusinessFinancePublic SpeakingMicrosoft OutlookLeadershipMortgage LendingResearchGreen TechnologySocial MediaTrainingProject Management
ABOUT RYAN FITZGERALD
As a Wealth Planning Consultant with Capitas Financial, I help financial advisors unlock…
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