Ryan Thomason
Portfolio Manager at Optivest Wealth Management | Dana Point, California, United States
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Portfolio Manager at Optivest Wealth Management in August 2023 to Present
Associate Portfolio Manager at Optivest Wealth Management in July 2020 to August 2023
Associate Portfolio Manager at City National Rochdale in January 2017 to July 2020
Portfolio Analyst at City National Rochdale in July 2014 to December 2016
Senior Credit Analyst at City National Bank in July 2011 to July 2014
Intern at Monarch Wealth Strategies in November 2009 to August 2010
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University of California, Santa Barbara, Bachelor of Arts (B.A.), January 2006 to January 2010
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Credit Analysis
Credit
Loans
Portfolio Management
Banking
Credit Risk
Financial Analysis
Underwriting
Commercial Lending
Financial Risk
Financial Modeling
Commercial Banking
Relationship Management
Investments
Microsoft Office
Asset Allocation
Equities
Securities
Investment Strategies
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Discover more about Optivest Wealth ManagementWhat is Ryan Thomason email address?
Email Ryan Thomason at [email protected]. This email is the most updated Ryan Thomason's email found in 2026.
How to contact Ryan Thomason?
To contact Ryan Thomason send an email to [email protected].
What company does Ryan Thomason work for?
Ryan Thomason works for Optivest Wealth Management
What is Ryan Thomason's role at Optivest Wealth Management?
Ryan Thomason is Portfolio Manager
What is Ryan Thomason's Phone Number?
Ryan Thomason's phone (213) ***-*236
Ryan Thomason Email Addresses
Ryan Thomason Phone Numbers
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