Ryan Lindley

Ryan Lindley

Portfolio Manager | CFA Level 1 Candidate | Asset Management | Financial Services | Ex. Amazon & Mer...
Charlotte, North Carolina, United States

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Work Experience

Northwest Asset Management

Portfolio Manager, Portfolio Analyst

2022-08-01 - Present

Merrill Lynch

Registered Wealth Management Associate

2021-03-01 - 2022-08-01

Amazon

Program Manager, Project Manager, WHS Manager, WHS Specialist

2015-03-01 - 2021-03-01

Georgia Southern University

Graduate Assistant Athletic Trainer

2014-06-01 - 2015-03-01

Skills

retirement planning fiduciary practices wealth management financial planning investments asset management insurance cds stocks mutual funds registered investment adviser bonds investment advising

Languages

English