Ryan Donnel

Senior Investment Operations Associate at EquityBee

Ryan Donnel is a Senior Investment Operations Associate at EquityBee. Prior to joining EquityBee, Ryan worked as a Sr. Institutional Trader - Equities & Options at Charles Schwab from August 2014 to May 2021. Before that, they were an Investment Specialist at Scottrade from December 2013 to August 2014. Ryan has over 7 years of experience in the financial industry and is a highly skilled trader. Ryan has a deep knowledge of both equity and options trading, and is able to provide valuable insights to their clients. Ryan is a dedicated professional who is always looking for ways to improve their skills and grow their career.

Ryan Donnel's educational career includes a B.A. in Economics from the University of Colorado Boulder. Ryan also has certification from FINRA (Financial Industry Regulatory Authority) in Series 57, Series 10, Series 24, Series 3, Series 4, and Series 9. Additionally, they have certification from the University of Colorado Denver in Foundations of Commodities Professional Education Program and from Financial Industry Regulatory Authority (FINRA) in Series 63 and Series 66. Finally, they have certification from FINRA (Financial Industry Regulatory Authority) in Series 7.

Some of their coworkers include Lior Nahmany - VP Customer Success, Rocky Kalmanovitz - Director, Equity Success, and Raymi Todd - Compliance Analyst. Ryan Donnel reports to Oren Barzilai, Co-Founder, CEO.

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Timeline

  • Senior Investment Operations Associate

    Current role

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