RS

Ryan Smith

Director of Client Relations and Customer Support at AdvisoryWorld Financial Technology

Ryan Smith has a diverse work experience in various roles in the financial and technology industries.

From 2016 to present, they worked at AdvisoryWorld Financial Technology as the Director of Client Relations and Customer Support. Ryan managed a growing team, resolved subscriber-related issues, and handled responsibilities as a Relationship Manager and Social Media Content Editor.

In 2019, Ryan joined LPL Financial as a Technical Writer and Editor. Along with their role at LPL's subsidiary, AdvisoryWorld Financial Technology, they led a special project of writing technical documents for all AdvisoryWorld software.

Before that, from 2013 to 2016, they worked at Aristotle as a Client Relations and Technical Trainer. Ryan provided compliance issue resolution and technical assistance for political campaigns and voter targeting using proprietary software platforms.

In 2007, Ryan worked as a Freelance Financial Consultant, advising small to medium-sized enterprises during the economic recession. Ryan provided detailed financial projections and identified growth opportunities.

Earlier in their career, from 2005 to 2007, they worked at Reuters as a Structured Finance Reporter/Editor. Ryan was responsible for analyzing and reporting on the international corporate loan derivatives market and the collateralized loan obligation (CLO) market. Ryan also increased readership and website traffic during their tenure.

Ryan Smith earned a Bachelor of Business Administration (BBA) in Finance from the University of Iowa, completing their studies from 1993 to 1997. There is no provided information about the years or degree completion for their studies in Journalism at Iowa State University. Additionally, Ryan pursued another Bachelor of Business Administration (BBA) in Finance, with a general focus, at the University of Iowa, although the exact timeframe is unspecified.

Location

San Diego, United States

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AdvisoryWorld Financial Technology

AdvisoryWorld provides Asset Allocation, Portfolio and Investment Analysis, Proposal Generation, Hypothetical Illustrations, Workflow & Document Management and Financial Planning Software Applications to investment professionals including Registered Investment Advisors, Wealth Managers, Broker Dealers, TAMPs, Banks and Insurance Companies.The company delivers its financial tools through software, remotely as web services and customized as professional services. The portfolio analysis software and investment analysis software and technology enable RIAs and other investment professionals to optimize portfolios using the efficient frontier as well as analyze risk metrics and manage risk by using several Modern Portfolio Theory statistics such as Alpha, Beta, R2, Sharpe Ratio and Correlation.


Employees

11-50

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