Ryan Ahrens

Experience

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  JPMorgan Chase

  Sept 2011 - Dec 2013

  Licensed Relationship Banker

  Expanded existing bank client relationships, assisted clients with financial needs particularly business and personal lending, retirement planning and personal wealth management.

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  TD Ameritrade

  Jan 2014 - Jul 2017

  Senior Financial Consultant

  I worked with a book of high net worth clients to provide superior guidance and advocacy. I focused on financial planning, active investment strategies and options, and business development.

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  Blackpier Capital, LLC

  Aug 2017 - Oct 2018

  Director

  Developed and implemented a marketing plan for a startup hedge fund, and spearheaded the development of new investment strategies utilizing traditional and alternative investments. I leveraged my investment strategy and economics experience to analyze portfolios and created custom strategies for clients of the firm to compliment existing approaches.

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  E*TRADE from Morgan Stanley

  Oct 2018 - Mar 2020

  Financial Consultant

  I built a thriving practice through creating financial and retirement plans, and was the primary resource for employees' equity compensation planning needs in the entire greater Seattle area. I conducted equity compensation employee education seminars, built detailed and customized financial plans, and helped my clients through my use of technology and my passion for creating wealth. I was named 2019 “Rookie of the Year” among first year colleagues, my best practices where shared with my colleagues at a national level. Show less

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  Resolute Capital Partners, LTD

  Mar 2020 - Apr 2020

  Assistant Vice President
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  Fidelity Investments

  May 2020 - Jul 2022

  Financial Consultant

  At Fidelity Investments I worked with a book of high-net worth investors with a focus on retirement and equity compensation planning. In my role I also provided coaching to new associates on business and investment strategies.

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  Green Ocean Global Advisors

  Aug 2022 - now

  Managing Director

  My passion for serving as financial advocate for my clients in the creation and protection of wealth led me to partnership in the foundation of Green Ocean Global. I pride myself on the ability to help identify and prioritize personal values in order to better connect them with what matters most. I do this by balancing the real emotional impact of financial decisions with a strong, rational plan rooted in an understanding of investment strategy, retirement planning concepts, and macroeconomics. I bring over a decade of industry experience with big Wall Street firms, as well as hedge funds and private equity where I played a leading role. These experiences strengthened my conviction for the need for independent fiduciary thinking and solutions without the bias brought by short-term profit targets and shareholder expectations. Show less