Ryan Rogneby
Portfolio Implementation Analyst
- Role
- Portfolio Implementation Analyst - Advisory Programs at RBC Wealth Management
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Ryan Rogneby
Diligent analyst with over a decade of experience in product management and portfolio implementation. Passionate for consuming and sharing knowledge while collaborating with strategic partners to drive firm initiatives, deliver a competitive program offering, and enhance capabilities to support Financial Advisors and their business in helping their clients achieve their financial goals. Earned the FINRA Series 7 & 66 licenses, the Certified Plan Fiduciary Advisor (CPFA) designation, and is a CFA® Charterholder.
Experience
Portfolio Implementation Analyst - Advisory Programs
Nov 2019 — Present · Minneapolis, MN, US
Education
University of Minnesota
Bachelor of Science (BS), Finance & Economics; Psychology Minor
2012 — 2015
Creighton University's Heider College of Business
Master of Investment Management and Financial Analysis
2020 — 2024
Skills
- Change Management
- Microsoft Word
- Team Leadership
- Microsoft Office
- Sales
- Leadership
- Time Management
- Portfolio Management
- Market Research
- Customer Service
- Management
- Finance
- Event Planning
- Powerpoint
- Microsoft Excel
- Investments
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