Ryan Yamada
CFP® CPWA® RICP® BFA™ | AVP, High Net Worth Planning Services | Helping financial advisors provide better advice and achieve the business of their dreams
- Role
- AVP, Advanced Planning Consulting at Osaic
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Ryan Yamada
MY MISSION is to raise the baseline of financial advice by empowering advisors to go…
Experience
AVP, Advanced Planning Consulting
Nov 2022 — Present · Omaha, NE, US
Currently, I lead Osaic\'s Advanced Planning Consulting team. Over the last 12 months we’ve doubled our team size, rolled out new training programs, and invested heavily into industry-leading tech platforms with the goal of supporting our financial professionals transform from transactional to relational. We believe in the value of a true Wealth Management professional and are building the resources to support that journey.
Education
The American College of Financial Services
Certified Financial Planner (TM) • Retirement Income Certified Professional (TM), Financial Planning and Retirement Income
2016 — 2021
Iolani School
High School
Northwestern University - Kellogg School of Management
Executive Business Program
Skills
- Social Networking
- Microsoft Excel
- Powerpoint
- Customer Service
- Research
- Leadership
- Photography
- Time Management
- Graphic Design
- Marketing
- Social Media
- Wedding Photography
- Microsoft Office
- Sales
- Photoshop
- Microsoft Word
- Event Planning
- Digital Photography
- Weddings
- Editing
- Portrait Photography
- Public Speaking
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.