Ryan O'Connell

Ryan O'Connell, MBA, has a solid work experience in the financial industry. Ryan began their career at RubinGoldman and Associates where they worked as an Associate from August 2016 to July 2018. Following this, they joined BNY Mellon Wealth Management as a Sr. Portfolio Analyst from July 2018 to April 2019. Ryan then moved on to Tiedemann Advisors, where they worked as an Associate Advisor from April 2019 to March 2022. In 2021, Ryan also contributed their skills as a Pro Bono Strategy Consultant at Compass Pro Bono - National from September 2021 to February 2022. Recently, they have joined SCS Financial as a Vice President in April 2022.

Ryan O'Connell holds a Master of Business Administration (MBA) degree with a concentration in Finance and Real Estate from the Villanova School of Business. Prior to this, they obtained a Bachelor's degree in Finance from the University of Delaware. Ryan completed their high school education at Germantown Academy. In October 2019, they received the Certified Investment Management Analyst (CIMA) certification from the Investments & Wealth Institute.