Ryan P. van Luling
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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.
Ehemalige bekannte Positionen von Ryan P. van Luling
Unternehmen | Position | Ende |
---|---|---|
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 30.04.2012 |
Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Ausbildung von Ryan P. van Luling
Bentley University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
---|---|
Merrill Lynch & Co., Inc. | Finance |
Smith Barney & Co., Inc. | Finance |