Overview
Work History
Education
Skills
Timeline
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Ryan Dayton

Pittsburgh

Overview

10
10
years of professional experience

Work History

Portfolio and Trust Administrator

PNC Financial Services
10.2022 - Current
  • Portfolio & Trust Administrator (October 2022 to Current) service $1+ billion Healthcare institutional portfolio. Job responsibilities include reporting, research, client meetings, and administrative tasks.

Investment and Planning Analyst

Hapanowicz & Associates Wealth Management
06.2021 - 10.2022
  • Intern (June 2021 to August 2021) assisted in constructing Financial Plans, attended on-site prospecting visits, filing/organizing administrative paperwork, and attending all committee meetings
  • Full-time (June 2022 to October 2022) operate the Trade Desk, assist in client prospecting (online and in-person), provide research for Investment Committee meetings, and construct Financial Plans for clients.

Caddie

Pittsburgh Field Club
05.2015 - Current
  • Daily interaction with a diverse group of highly successful individuals including major corporate CEO's and executives. Recognized by ownership for strong interpersonal skills and work ethic to assit top members and guests. 

Education

Bachelor of Arts - Economics

Allegheny College
06-2022

Skills

  • CFA Level I Exam: Passed
  • Series 7 Exam Sept 2022
  • Securities Industry Essentials (SIE) Exam July 2022
  • Institutional Asset Management
  • Trading services for retail and institutional clients
  • Interpersonal skills

Timeline

Portfolio and Trust Administrator

PNC Financial Services
10.2022 - Current

Investment and Planning Analyst

Hapanowicz & Associates Wealth Management
06.2021 - 10.2022

Caddie

Pittsburgh Field Club
05.2015 - Current

Bachelor of Arts - Economics

Allegheny College

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Ryan Dayton