Trading and Technology Director
As a Trader, Ryan communicates daily with external Brokers nationwide, executing trade instructions for your accounts. He monitors portfolio activity and is available to answer a variety of account inquiries.
Ryan is instrumental in keeping James’ computer operating systems running efficiently and coordinates network and software security throughout the building and external networks. He particularly enjoys having the ability to help people achieve their financial freedoms and experience success. In both his work and personal life, he loves to help people accomplish some of their goals.
- James Team member since 2006
- FINRA Series 65 license
- Microsoft Certified Professional (MCP), Microsoft Certified Systems Administrator (MCSA), A+, Network +
- B.S. Business/Finance, Wright State University, Cum Laude, Ohio