Shelley Ryan
About Shelley Ryan
Shelley Ryan is an Operations Manager at Creative Planning in McLean, Virginia, with over 25 years of experience in the financial industry. She has a Bachelor of Science in Accounting and Finance from Saint Vincent College and has worked in various roles, including Trust Departments and Registered Investment Advisors.
Work at Creative Planning
Shelley Ryan has served as Operations Manager at Creative Planning since 2017. In this role, she oversees various operational functions and collaborates with a team of professionals in the financial services sector. Her position involves ensuring efficient processes and supporting the firm's commitment to client service. Creative Planning is known for its comprehensive wealth management services, and Ryan's contributions help maintain the firm's standards in operational excellence.
Education and Expertise
Shelley Ryan earned a Bachelor of Science degree in Accounting and Finance from Saint Vincent College. This educational background provides her with a strong foundation in financial principles and practices. With over 25 years of experience in the financial industry, she has developed expertise in Trust Departments, Dealer Brokers, and Registered Investment Advisors (RIAs), particularly over the last 15 years.
Background
Shelley Ryan has a substantial background in the financial industry, accumulating over 25 years of experience. Her career has included significant roles in Trust Departments and Dealer Brokers, as well as work with Registered Investment Advisors (RIAs). This extensive experience has equipped her with a deep understanding of the complexities of financial operations and client management.
Professional Collaboration
At Sullivan, Bruyette, Spero's and Blayney, Shelley Ryan collaborated with highly regarded professionals in the investment business. This experience allowed her to enhance her skills and gain insights into various investment strategies and client service methodologies. Working alongside industry experts has contributed to her professional development and understanding of the financial landscape.