Client Services Associate
Ryan joined Financial Advocates as a Client Services Associate in 2021. He handles the off-platform trading requests sent to the trading department and has prior experience with various trading platforms. He is passionate about ensuring that client requests are filled accurately and that his process is always accessible and repeatable. He graduated from the University of Idaho in 2020, where he studied trading, risk management, and entrepreneurship. He is currently studying for his Securities Industry Essentials (SIE) exam, as well as his level 1 CFA Designation. Eventually, he plans to pursue a graduate degree in computational finance and risk management.
Ryan has lived in Olympia his whole life and doesn’t plan for that to change! He enjoys his many hobbies, including taking music lessons, and photography. He also enjoys DIY work, always working on his cars or building something in his free time. He also spends many of his weekends volunteering for a local children’s community theatre, where he has volunteered for over a decade.