I’m interested in mentoring people from:

    Ryan Berges

    Frederick, Maryland

    Transitions Specialist

    Creative Planning

    Specialties

    check markAccounting

    check markAuditing & Compliance

    check markBanking, Loans & Insurance

    check markCorporate Finance

    check markInvestments

    check markRisk & Quantitative Analysis

    check markTax

    Where I've Worked
    C

    Jan 2020 – Present

    Transitions Specialist

    Creative Planning
    O

    Jan 2019 – Jan 2020

    Director of Advisory Services

    OptiFour Integrated Wealth Management, LLC
    O

    Sep 2011 – Jan 2019

    Director of Wealth Operations

    OptiFour Integrated Wealth Management, LLC
    F

    Jul 2001 – Jul 2011

    Vice-President of Operations

    F.I.G. Financial Advisory Services, Inc
    F

    Jul 2001 – Jul 2011

    Vice-President

    F.I.G. Financial Advisory Services, Inc
    F

    Jul 1996 – Jul 2001

    Director of Operations

    F.I.G. Financial Advisory Services, Inc

    Jul 1996 – Jul 2001

    Director of Operations

    F

    Jul 1993 – Jul 1996

    Data Management Specialist

    F.I.G. Financial Advisory Services, Inc

    Jul 1993 – Jul 1996

    Data Management Specialist

    Where I've Studied

    BA, Communications Pre-Law

    Oklahoma Christian University

    Ask Me About

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Ask Me for a Referral

    View All 7 Jobs  blue arrow

    In the Media

    Social Media