Ryan joined True North in 2023 as a Client Operations Analyst. He is responsible for account openings, asset movement, and setting up the firm’s client families for success during a transition period.  Ryan delivers strong attention to detail to ensure each onboarding is completed in an efficient and effective manner. He seeks to provide the best client experience possible during a time of transition.

Prior to joining True North, Ryan was with Fisher Investments as a key operations and onboarding member on their Client Services team. There, he was able to build foundational skills in client services and operations while better understanding the financial services industry. He expanded his skills after taking on a new role on the international side of the firm. From this experience, he brings an understanding of the operational skills necessary to successfully create the best client experience possible at True North, but also bringing new processes and ideas to into the operations team to further expand the success of his team.

The firm’s mission is Fulfilling Lives™, and Ryan supports this by always seeking to provide the highest level of service possible and being detail orientated to ensure the best possible experience is given.

Ryan graduated from The University of North Texas (UNT) with a Bachelor of Business Administration in Economics.

His hobbies include dog walking, trying new restaurants, and reading.