Ryan McWalter

Senior Director of Investments at TruePlan

Role
Senior Director of Investments at Trueplan
Location
Rensselaer, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Senior Director of Investments

    Trueplan

    Feb 2022 — Present · Rensselaer, NY, US

Education

  • Hobart and William Smith Colleges

    Bachelor's degree, History and American Studies

    2003 — 2007

Skills

  • New Business Development
  • Alternative Investments
  • Private Equity
  • Equities
  • Series 63
  • Trading
  • Relationship Management
  • Hedge Funds
  • Business Development
  • Asset Allocation
  • Mutual Funds
  • Finra
  • Investment Management
  • Uniform Combined State Law
  • Investments
  • Fixed Income
  • Series 7

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Ryan McWalter — Senior Director of Investments at Trueplan in Rensselaer, NY, US | Unifers