Ryan Matthew Dunlap
Vorstandsvorsitzender bei 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.
Aktive Positionen von Ryan Matthew Dunlap
Unternehmen | Position | Beginn |
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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. | Vorstandsvorsitzender | 01.04.2018 |
Ausbildung von Ryan Matthew Dunlap
Purdue University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
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Unternehmen ersten Grades
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Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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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 |