Ryan Kilmartin
V.P. Investment Advisory & Asset Management
- Role
- V P Investment Advisory & Asset Management at R.M. Stark & Co., Inc
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Ryan Kilmartin
As a Former NCAA DI Student-Athlete, established entrepreneur, and an experienced professional in the financial sector, you learn the most important formula:Character + Work Ethic + Teamwork = Success
Experience
V P Investment Advisory & Asset Management
Oct 2018 — Present · Charlotte, NC, US
Advise clients with tailored financial plans, investment portfolios & estate planning\\\\n• Manage retail accounts, retirement plans (personal & corporate), and various insurance products\\\\n• Generate market commentary, investment strategies & analytics for internal firm principals\\\\n• Initiated the college internship program, designed presentation materials & onboarding documentation\\\\n• Conducted client & portfolio analyses to create recommendations for senior advisors\' clientele\\\\n• Raised MM+ assets under management, enhanced firms’ online presence & technology modernization\\\\n\\\\n\\\\nFINRA Series 7, 66 & 24 License CRD#: 63•••73\\\\nFinancial Planning Certificate\\\\nLife & Health Insurance License NPN# 17••••95\\\\n\\\\nClearing Firm Bank of New York Mellon (Pershing LLC) is a publicly traded corporation on the NYSE (BK).\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n
Education
Charlotte Catholic High School
High School Diploma
UNC Kenan-Flagler Business School
Master of Business Administration (MBA)
Appalachian State University
Bachelor of Science in Business Administration; Major in Finance and Banking
University of Oxford
Elective Studies of Economics
University of Tennessee, Knoxville
Finance, General
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