Profil
Mr. Ryan P.
van Luling, CFP, is Vice President at Eastern Investment Advisors.
Prior to joining Eastern in May 2012, he served as a Vice President and Planning Specialist at Merrill Lynch where he worked with Financial Advisors and their high-net-worth clients to provide trust, insurance and financial planning strategies.
Prior to that, he was a Planning Analyst at Smith Barney's Regional Planning Center where he worked with the Planning Team to coordinate and deliver customized financial plans and solutions to Financial Advisors and their high-net-worth clients.
Mr. van Luling is a Certified Financial Planner practitioner and Chartered Retirement Planning CounselorSM (CRPC).
He holds a Bachelor of Arts in International Studies from Bentley University.
He also holds a certificate in financial planning from Boston University's Center for Professional Education.
Anciens postes connus de Ryan P. van Luling
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | 30/04/2012 |
Smith Barney & Co., Inc.
Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
Formation de Ryan P. van Luling
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Bentley University
Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Smith Barney & Co., Inc.
Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
















