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Ryan Moseley, CFA

Ryan Moseley, CFA

Product Specialist

Followers of Ryan Moseley, CFA167 followers
location of Ryan Moseley, CFASarasota, Florida, United States

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  • Timeline

  • About me

    Vice President at Moseley Investment Management, Inc.

  • Education

    • Manatee High School

      -

    • George Mason University

      2011 - 2013
      Master's degree Applied Economic Theory

      - 3.5 GPA- Chose to take several PhD core courses instead of Master's core courses. (Such as the PhD level Math Econ and PhD level Econometrics I)- Have taken several upper division math courses to supplement my Master's education

    • University of Florida

      2006 - 2010
      BA Economics

      Activities and Societies: -Omicron Delta Epsilon International Economics Honor Society -Delta Epsilon Iota Academic Honor Society -Economics research assistant for Dr. Celeste Carruthers -Assistant Social Director for Museum Nights -Service Chairman -Led group of 20 people to repaint and maintain a local daycare center - Graduated Summa Cum Laude- Wrote an Honors Thesis on Determinants of Mortgage Loan Demand- Dean's List for 4 semesters

  • Experience

    • Circuit City

      Oct 2004 - Mar 2005
      Product Specialist

      - Provided customer service and knowledge about products- Managed inventory and pricing

    • Self employed

      Aug 2008 - Apr 2017
      Property Manager

      - Tenant relations- Marketing- General upkeep and repairs- Financial management

    • Moseley Investment Management

      Aug 2008 - Jan 2010
      Research Analyst

      - Compiled market data relevant to investments and the future of the economy to formulate new financial strategies- Assisted in determining optimal investment portfolios to maximize returns for clients

    • University of Florida

      Aug 2008 - Mar 2009
      Research Assistant

      - Researched charter schools in North Carolina - Examined 10 years of Louisiana School Board voting records

    • Moseley Investment Management

      Oct 2010 - now

      - Manage our option, stock, and ETF strategies- Research investment opportunities- Assist clients with planning their financial futures - Educate clients about economics, equities, cyber security, and personal finance- Determine portfolio strategies and asset allocations - Cash flow management- Bookkeeping- Reformatting company operations to be cloud based

      • Portfolio Manager | Economist

        Jun 2013 - now

      • Accounting Assistant

        Oct 2010 - Jun 2013

    • Cato Institute

      Jan 2013 - Jun 2013
      Monetary Policy Intern

      - Policy research, data acquisition, and analysis- Wrote a research paper on the effects of interest on excess reserves- Edited drafts and citation checking - Software testing- Examined current legislation- XML tagging- Presented software to members of Congress and staff

    • Moseley Investment Management, Inc.

      Nov 2017 - now
      Vice President

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Feb 2021

  • Volunteer Experience

    • Bayside Production Team

      Issued by Bayside Community Church on Aug 2014
      Bayside Community ChurchAssociated with Ryan Moseley, CFA

    • Financial Peace Table Leader

      Issued by Bayside Community Church on Oct 2015
      Bayside Community ChurchAssociated with Ryan Moseley, CFA

    • Member

      Issued by Habitat for Humanity Gainesville on Aug 2008
      Habitat for Humanity GainesvilleAssociated with Ryan Moseley, CFA