Ryan Koenig

Helping People Make The Best Decisions With Their Money | Director, Business Operations | Farther Finance

Aurora, CO

How does this work?
About

I want to help people focus on the things in their financial life that matter and let automation take care of the rest. At Farther, our relationships with our clients are the most important aspect of what we do. We're here to help people figure out what they want to do with their money, beyond just dollars and cents and return percentages. How can we help you go farther?

Ask me about
Digital wealth management
Apex Clearing
Wealth Advisory Operations
Financial Advisory
Brokerage
Work experience
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May 2021 - Present

Farther Finance

Director, Business Operations

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Mar 2020 - May 2021

Farther Finance

Principal Advisor

Farther blends personalized advice with powerful technology to help you organize your financial life and get your money working for you. We automate your savings and grow your wealth by intelligently selecting and managing investments aligned to your unique milestones and goals. We designed our technology to do the heavy lifting that comes with money management to save you time and give you more control, and our experienced advisors provide added direction, meaningful insights, and proactive advice. Find out more at www.farther.com

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Dec 2018 - Feb 2020

Apex Clearing Corporation

Associate Director, Digital Wealth Sales

I work with financial services companies of all kinds to provide them with integrated clearing and custody solutions. At Apex, our technology can allow your practice to grow and scale at a faster rate and add efficiency. We should talk if you're looking to do the following: -Find a better way to service smaller accounts -Providing a robo-like solution for your practice -Appealing to a younger clientele -Developing a succession plan for the next generation -Offering new lines of business -Looking for a way to utilize new technology

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Nov 2013 - Nov 2018

Personal Capital

Vice President | Financial Advisor

Providing financial planning, custom investment portfolios, and long-term financial guidance to current and prospective clients. We take the best of the financial technology world and combine it with the best financial advisory services. Our award-winning software gives you the free tools you need to manage your entire financial life from one convenient and secure place. Make better investment decisions with Personal Capital.

Feb 2012 - Nov 2013

Trilogy Financial Services

Financial Adviser | Training Manager

Financial Adviser specializing in retirement, education, estate, and trust planning. Directly managed and trained new advisers on sales processes and business development

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Mar 2009 - Jan 2012

Wells Fargo

Business Expert | Personal Banker

Retail Banking, Small Business Banking, Real Estate, Personal and Small Business Lending

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Mar 2008 - Mar 2009

Citi

Branch Manager Trainee I

Consumer Lending, Personal Loans and Mortgages

Education

2016 - 2018

Colorado State University

Master of Business Administration (MBA), Certificate in Marketing Management

2004 - 2008

State University of New York College at Buffalo

Psychology, Cognitive Psychology

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