Ryan Miles

Managing Director - Investments at Ehlers

Ryan Miles, MBA, has a diverse work experience in the financial industry. Ryan started their career at Wells Fargo Advisors as a Financial Advisor, where they served over 120 individual investors and businesses. Ryan then joined Lutheran Social Service of Minnesota as a Certified Financial Counselor, providing counseling to over 1000 families in financial crisis. Afterwards, Ryan worked at Beacon Bank (acquired by Alerus Financial NA) as a Vice President eCommerce Manager, leading the development and implementation of electronic banking channels. Ryan then joined Alerus as a Treasury Management Specialist, responsible for technical support and expertise in commercial treasury products and cash management services. Ryan later joined Venture Bank as a Cash Management Officer, before joining Ehlers as a Senior Investment Advisor and eventually becoming the Managing Director - Investments.

Ryan Miles, MBA obtained their Master of Business Administration (MBA) degree in Finance and Financial Management Services from LSU Shreveport from 2018 to 2021. Prior to that, they completed their Bachelor of Business Administration (BBA) degree in Business Administration and Management, General from Eastern Washington University between 2004 and 2006.

In addition to their formal education, Ryan Miles has earned several certifications. Ryan obtained the Certified Public Funds Investment Manager (CPFIM) certification from the Association of Public Treasurers of the US & Canada in February 2019. Ryan also successfully completed the Series 65 certification offered by FINRA (Financial Industry Regulatory Authority) in August 2018.

Furthermore, Ryan Miles acquired the Series 66 certification and Series 7 certification from FINRA in 2008, although no specific month was mentioned. It is worth noting that they also attended the Commercial Lending Academy provided by The Risk Management Association, although the details of this certification, including the month and year obtained, were not specified in the information provided.

Links

Previous companies

Lutheran Social Service of Minnesota logo
Wells Fargo logo

Timeline

  • Managing Director - Investments

    June, 2020 - present

  • Senior Investment Advisor

    June, 2018