Chad Ryan

Chad Ryan's work experience includes roles in various companies. Chad started their career in 1993 as an Administrative Manager at Merrill Lynch, where they were responsible for branch management and sales supervision of financial advisors. Chad worked at Merrill Lynch until 2014.

In 2015, Chad joined Securities Compliance Management as an Audit Manager/Compliance Consultant. In this role, they developed and managed scalable AML Audit and Branch and Home Office Audit programs for up to 50 broker dealer clients. Chad also led a team of auditors, cultivated positive client relationships, and effectively communicated with client firm principals, financial advisors, and other professionals.

Since 2016, Chad has been working at the National Christian Foundation. Initially, they held the position of Investment Compliance, where they most likely made sure that the organization's investment activities complied with relevant regulations. Later, they were promoted to the role of Director - Investment Operations, a position they currently hold.

Overall, Chad Ryan has a diverse work experience, including responsibilities in investment compliance, audit management, and branch management.

Chad Ryan completed their Bachelor of Science (B.S.) degree in Business Administration, majoring in Finance, from Auburn University. Chad obtained this degree between 1988 and 1992. In addition to their degree, Chad has also obtained several certifications. In 2006, they earned the CERTIFIED FINANCIAL PLANNER certification from the CFP Board. Furthermore, in January 2016, they obtained the Series 23 certification from the Financial Industry Regulatory Authority (FINRA). Chad also holds other certifications, including the Charted Retirement Planning Counselor, Series 10, Series 31, Series 63, Series 65, Series 7, and Series 9. However, no information is available regarding the specific months and years in which they obtained these certifications.