Ryan Matthew Dunlap
Directeur Général chez WealthBridge Capital Management LLC
Profil
Mr. Ryan M.
Dunlap is a Financial Advisor, President & Chief Executive Officer at WealthBridge Capital Management LLC.
Prior to co-founding WealthBridge, Mr. Dunlap spent nine years at Morgan Stanley.
Previously, he worked at Merrill Lynch for 13 years.
He also served as adjunct faculty at Otterbein University, where he teaches financial planning, retirement strategies, risk management, and estate planning as part of a course on Financial Strategies for Successful Retirement.
Mr. Dunlap a Bachelor of Arts in management from Purdue University and Certified Financial Planner.
Postes actifs de Ryan Matthew Dunlap
Sociétés | Poste | Début |
---|---|---|
WealthBridge Capital Management LLC
WealthBridge Capital Management LLC Investment ManagersFinance WealthBridge Capital Management LLC (WealthBridge) is an independent, SEC-registered investment advisor headquartered in Westerville, Ohio. The firm was founded by Ryan Dunlap in 2018. WealthBridge offers wealth management services to individuals, high net-worth individuals, trusts, and estates. | Directeur Général | 01/04/2018 |
Formation de Ryan Matthew Dunlap
Purdue University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
---|---|
WealthBridge Capital Management LLC
WealthBridge Capital Management LLC Investment ManagersFinance WealthBridge Capital Management LLC (WealthBridge) is an independent, SEC-registered investment advisor headquartered in Westerville, Ohio. The firm was founded by Ryan Dunlap in 2018. WealthBridge offers wealth management services to individuals, high net-worth individuals, trusts, and estates. | Finance |