Ryan Koenig
- Role
- Head of Advisor Success at Farther
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Ryan Koenig
I\'ve worked in the Financial Services industry for the last 20+ years have a wide-ranging…
Experience
Head of Advisor Success
Jun 2023 — Present
Education
Colorado State University
Master of Business Administration (MBA), Certificate in Marketing Management
2016 — 2018
Buffalo State University
Psychology, Cognitive Psychology
2004 — 2008
Skills
- Sales Management
- Customer Service
- Investments
- Leadership
- Public Speaking
- Microsoft Office
- Management
- Disability Insurance
- Asset Allocation
- Account Management
- Term Life Insurance
- Business Development
- Financial Advisory
- Investment Banking
- Universal Life
- Finance
- Financial Analysis
- Microsoft Excel
- Presentation Skills
- Salesforce.com
- Estate Planning
- Business Planning
- Sales Presentations
- Whole Life
- Business-to-Business (B2b)
- Customer Relationship Management (Crm)
- Business Process Improvement
- Financial Planning
- Marketing
- Loans
- Securities
- Insurance
- Financial Services
- Retirement Planning
- Consumer Lending
- Solution Selling
- Data Analysis
- College Savings Plans
- Portfolio Management
- Mutual Funds
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