Ryan P. van Luling
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Profilo
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.
Precedenti posizioni note di Ryan P. van Luling
Società | Posizione | Fine |
---|---|---|
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 30/04/2012 |
Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Formazione di Ryan P. van Luling
Bentley University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
---|---|
Merrill Lynch & Co., Inc. | Finance |
Smith Barney & Co., Inc. | Finance |
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