As a Client Relationship Specialist, Ryan works closely with clients on a regular basis, assisting with various questions they may have regarding their financial accounts. He also works with multiple custodians to process client requests, such as deposits, distributions, new account processes, or account maintenance. His passion for planning, solving problems, and leading team efforts is what led him to a career in financial services.
Ryan received a Bachelor of Science in Business Administration degree in Finance from Youngstown State University (OH), following the CERTIFIED FINANCIAL PLANNERTM (CFP®) Track. Ryan has passed the Securities Industry Essentials (SIE) exam and is also a Notary Public for the State of Pennsylvania.
Prior to joining JFS, Ryan held positions at Treloar & Heisel, Citizens Bank, and Stallsmith Financial.
Outside of work, Ryan stays busy with his family, friends, and girlfriend — always seeking new adventures and learning opportunities. He is an avid reader and loves spending time outdoors, bike riding or camping. It’s not uncommon to find Ryan and his girlfriend planning their next trip or new dining experience.