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Investment Operations Leader with an expertise in Custodial Operations, Managed Account Operations and Alternative Asset Data Workflows/Reconciliation.
Director, Investment Operations · Westfuller
Ryan Arnez Monroe — Director, Investment Operations · Westfuller · Newark, New Jersey, United States.
Direct contact
No direct contact on file for Ryan yet.
About
I am a sustainable investment professional whom endeavors to network with other wealth management professionals, thought leaders and grow centers of influence accordingly.
I've accumulated twenty years of experience within the financial services industry; the latter have focused exclusively on ESG/Impact Investing within the Investment Advisory/MFO space.
I hold active Series 7/63/65 securities licenses and obtained a Sustainable Investment Professional Certification from Concordia University.
Experience
Director, Investment OperationsCurrent
Westfuller · New York City Metropolitan Area
May 2025 – Present
Institutional Business Development Director
Adasina Social Capital · New York City Metropolitan Area
Jan 2022 – Apr 2023
Education
- Pace University - Lubin School of Business — Bachelors of Business Administration, Business Studies with a Concentration in Finance · 2005 – 2009
Skills
Operations ManagementNew Business OpportunitiesWealth ManagementSeries 7InvestmentsSecuritiesInsuranceBusiness DevelopmentNew Business DevelopmentTeam LeadershipBanking