Ryan Groves

President, Co-Owner

1000 followers

Denver, Colorado, United States

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Timeline
About me
Director, National Accounts and Advisor Services at Shelton Capital Management
Education
- University of Virginia Darden School of Business
  2022 - 2023
  Certificate Leadership and Management
  Delivered by the University of Virginia Darden School Foundation and taught by the Darden School of Business’ highly acclaimed faculty, this custom Leadership and Management experience prepares and inspires leaders to succeed through transformation and disruption in a global marketplace. I was a participant in Executive IQ by Money Management Institute, an executive-level professional accelerator for investment leaders looking to advance their careers and their organizations. Through this… Show more Delivered by the University of Virginia Darden School Foundation and taught by the Darden School of Business’ highly acclaimed faculty, this custom Leadership and Management experience prepares and inspires leaders to succeed through transformation and disruption in a global marketplace. I was a participant in Executive IQ by Money Management Institute, an executive-level professional accelerator for investment leaders looking to advance their careers and their organizations. Through this Darden executive education collaboration, I strengthened my communication and leadership skills and learned to make difficult, real-world business decisions with incomplete information. Show less
- University of Kansas
  -
  Business
  Activities and Societies: Delta Upsilon Fraternity
Experience
- PeekingAds, LLC
  Oct 2009 - Apr 2011
  President, Co-Owner
  Created a new and innovative concept in Advertising products, company sold in 2011
- State Street
  Mar 2010 - Dec 2011
  Expense Analysis, Budget Analysis, Accrual Accounts, Reporting, Works closely with Accounting Teams Responsible for transfer of funds to proper custodian bank. Worked directly with SSGA traders to confirm and book Tri Party trades. Averaged $3b in trades/transfers per trading day. Included analytical problem solving when trades required research.
  - Fund Administrator
    Mar 2010 - Dec 2011
  - Tri Party Repo Team
    Mar 2010 - Dec 2011
- ALPS Fund Services, Inc.
  Jan 2012 - Sept 2013
  Data/Performance Analyst
  - Pricing Specialist- Corporate Action specialist- Security Valuation- Data Analysis- Dividend Analysis- Accrual Analysis- Performance Analysis
- WHV Investments, Inc.
  Sept 2013 - Feb 2016
  External Sales, Broker/Dealer Team - Central U.S. (CO, TX, IL, OH, IN, MI, MN, WI, KS, OK, IA, ND, SD, WY) Internal Wholesaler for WHV's suite of Investment ProductsSeries 7Series 63
  - Associate Director, Intermediary Sales and Distribution - External Wholesaler
    Apr 2014 - Feb 2016
  - Sales Associate - Internal Wholesaler
    Sept 2013 - Apr 2014
- Shelton Capital Management
  Jan 2016 - now
  • Responsible for marketing, sales and strategic initiatives at the firm, specifically through the RIA channel
  - Director, National Accounts and Advisor Services
    Oct 2022 - now
  - Director, Advisor Services
    Jan 2016 - now
Licenses & Certifications
- Series 63
  FINRA
- Capstone Innovation Project – Honorary Mention 2023
  Money Management Institute
  May 2023
  View certificate
- Design Thinking Workshop
  UVA Darden Executive Education & Lifelong Learning
  Nov 2022
  View certificate
- Executive IQ: Capstone Innovation Project
  Money Management Institute
  May 2023
  View certificate
- Series 65
  FINRA
- Executive IQ Program – Alumni
  Money Management Institute
  May 2023
  View certificate
- Series 7
  Financial Industry Regulatory Authority (FINRA)
Volunteer Experience
- Corporate Sponsorship - Race Against Kids Cancer
  Issued by The Morgan Adams Foundation
  Associated with Ryan Groves