Lydia Ruhlin, CFP®, has a diverse work experience spanning various roles in different companies. Lydia currently works at ClassPass as a Senior SMB Sales Specialist, a position they have held since June 2023. Prior to this role, they worked as an SMB Sales Specialist at ClassPass from November 2022 to June 2023.
Before joining ClassPass, Lydia worked at Equinox as a Certified Pilates Instructor from May 2022 to November 2022.
Lydia also gained experience as a Financial Advisor at Motley Fool Wealth Management from February 2021 to April 2022.
Lydia'searlier roles include working at Merrill Lynch, where they served as an Investment Management Specialist from September 2020 to February 2021. Prior to that, they held positions as an Investment Associate from January 2019 to September 2020, Registered Client Associate from March 2018 to January 2019, and Client Associate from June 2017 to March 2018.
Overall, Lydia Ruhlin's work experience encompasses sales, finance, and fitness, showcasing their versatility and adaptability in different industries.
Lydia Ruhlin, CFP®, obtained their B.S. in Business Administration with Special Attainments in Commerce, cum laude, from Washington and Lee University in the years 2013 to 2017. In 2016, they also studied International Business at Universidad Internacional Menéndez Pelayo. In terms of additional certifications, Lydia obtained their Series 7 License from FINRA (Financial Industry Regulatory Authority) in December 2017, followed by their Series 66 License in March 2018. Lydia then became a Certified Financial Planner (CFP) from the CFP Board in November 2019. Most recently, in July 2022, they achieved the certification of Certified Pilates Instructor (Mat & Apparatus) from Equinox.
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