Wealth Management Platform Associate - Strategic Retirement Solutions
Ryan joined Commonwealth in May 2018 as an operations support specialist in the Service Center before being promoted to operations support specialist 2 in January 2020. In November 2020, he transitioned to Wealth Management as a wealth management platform associate. In his role, he is instrumental in organizing, communicating, and executing wealth management projects and initiatives across departments. Before joining Commonwealth, Ryan attended Boston College and earned a bachelor’s degree in economics with a concentration in psychology. He spent two years working as an associate wealth management advisor at Northwestern Mutual. He holds his FINRA Series 7, 63, and 65 securities registrations. Originally from Saratoga Springs, New York, he now resides in Brighton, Massachusetts. Ryan enjoys attending sporting events and watching football and hockey. He also loves spending time with friends and family, cooking, trying new restaurants, and experiencing all that Boston has to offer.