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World Investment Advisors Names Kevin Ryan As Chief Financial Officer

World Investment Advisors Names Kevin Ryan As Chief Financial Officer

世界投資顧問公司任命凱文·瑞安爲致富金融(臨時代碼)官員。
PR Newswire ·  08/13 19:00

SANTA BARBARA, Calif., Aug. 13, 2024 /PRNewswire/ -- World Investment Advisors, a leading financial advisory firm and the financial services division of World Insurance Associates LLC (World), announced today that it has named Kevin Ryan as chief financial officer. In this role, Ryan will be responsible for the financial management of the firm and partner with its businesses to manage capital allocation, support growth initiatives and manage and mitigate risk. He will report to Troy Hammond, World Investment Advisors' chief executive officer and become a member of the firm's executive team.

World Investment Advisors是世界保險聯合有限責任公司(World Insurance Associates LLC)的金融服務部門,是一家領先的財務諮詢公司。它於2024年8月13日宣佈,已任命Kevin Ryan爲首席財務官。在這個角色中,Ryan將負責公司的財務管理,並與其業務合作管理資本配置、支持增長計劃和管理和減輕風險。他將向World Investment Advisors的首席執行官Troy Hammond報告,併成爲該公司執行團隊的一員。

"Kevin has a proven track record of delivering sustained shareholder value, managing complicated M&A transactions and developing and implementing operational efficiencies," Hammond said. "His diverse background and expertise within the financial management realm will prove advantageous for our next phase of growth. We are thrilled to have him join the team."

「Kevin在交付持續的股東價值、管理複雜的併購交易以及開發和實施操作效率方面有着卓越的記錄,」Hammond說。「他在金融管理領域內的多樣化背景和專業知識將證明爲我們的下一個增長階段帶來優勢。我們很高興他加入了我們的團隊。」

Ryan's addition to the team follows World Investment Advisors rebranding from Pensionmark in July. Today, the firm supports over $55 billion in assets across its institutional and wealth management segments. In the last two years, the wealth management division has grown from $1 billion in assets under management to $11.5 billion. More than 60% of the firm's revenues are fee-based.

Ryan加入團隊,追隨着World Investment Advisors在7月份的Pensionmark品牌改造之後。如今,該公司支持超過55億美元的資產,跨足機構和财富管理領域。在過去的兩年中,财富管理部門的資產管理規模從10億美元增長到了115億美元。該公司超過60%的收入來自基於費用的業務。

Ryan has 24 years of financial management and executive experience. He also has an extensive M&A background, including industry operating experience for private equity-owned institutions along with enterprise-grade capital management capabilities to support World Investment Advisors' aggressive organic and acquisition growth goals.

Ryan擁有24年的財務管理和高管經驗。他還擁有廣泛的併購背景,包括爲私募股權公司持有的機構提供行業運營經驗,以及企業級資本管理能力,以支持World Investment Advisors積極的有機和收購增長目標。

Before joining the firm, he was CFO of Xactus, a leading verification innovator for the mortgage industry.

在加入該公司之前,他是Xactus的首席財務官,該公司是房貸行業的領先驗證創新公司。

"Joining WIA during this time of exponential growth and innovation is very exciting," Ryan said. "I look forward to driving the overall financial strategy while partnering with the broader team to build on our market momentum and revenue growth."

「在這個指數級增長和創新的時期加入WIA非常令人興奮,」Ryan說。「我期待着與更廣泛的團隊合作,在市場勢頭和收入增長方面推動總體財務戰略。」

Ryan holds an M.B.A. from Carnegie Mellon University and a B.S. in Accounting from Cabrini University. He previously held his CPA license. Ryan will be based out of Philadelphia.

Ryan擁有卡內基梅隆大學的工商管理碩士學位和Cabrini大學會計學學士學位。他曾擁有註冊會計師執照,將駐紮在費城。

About World Investment Advisors

關於World Investment Advisors

World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 350 advisors and staff across more than 65 U.S. locations with thousands of retirement plan and wealth management clients. The World Investment Advisors network of professionals includes wealth management, defined contribution, defined benefit, terminal funding, not-for-profit, and executive/deferred compensation specialists. For more information please visit .

World Investment Advisors,前身爲Pensionmark Financial Group,是一個由350多名顧問和員工組成的網絡,在65個美國地點提供數以千計的養老計劃和财富管理客戶。World Investment Advisors的專業人士網絡包括财富管理、定義貢獻、定義福利、終端資金、非營利和高管/延期薪酬專家。有關更多信息,請訪問 .

Advisory services offered by World Investment Advisors, LLC. Securities offered by Pensionmark Securities, LLC. World Investment Advisors, LLC is affiliated through common ownership with Pensionmark Securities, LLC.

World Investment Advisors,LLC提供的諮詢服務。Pensionmark Securities,LLC提供的證券。World Investment Advisors,LLC通過共同所有權與Pensionmark Securities,LLC相aff。

About World Insurance Associates LLC

關於World Insurance Associates LLC

World Insurance Associates LLC (World) is headquartered in Iselin, N.J., and is a nationally ranked, full-service insurance and financial services organization providing individuals and businesses with top products and services across personal and commercial insurance, employee and executive benefits, retirement planning and financial planning services and human capital management solutions. Since its founding in 2011, World has completed more than 200 acquisitions and serves its clients from more than 300 offices across the United States. World is ranked #28 on the 100 Largest Brokers of U.S. Business list by Business Insurance, ranked #15 on the Top 100 P&C Agencies by Insurance Journal, ranked #19 on the Top 50 Personal Lines Agencies and ranked #19 on the Top 50 Commercial Lines Agencies by Insurance Journal. For more information, please visit .

World Insurance Associates LLC(World)總部位於紐澤西州伊塞林市,是一家享譽全國的全方位保險和金融服務機構,在個人和商業保險、僱員和高管福利、退休計劃和金融規劃服務以及人力資本管理解決方案方面爲個人和企業提供最佳產品和服務。自2011年成立以來,World已完成200多項收購,並從美國各地的300多個辦事處爲客戶提供服務。World在《商業保險》的「100個最大美國業務經紀人」名單上排名第28, 《保險日報》的「前100家財產和意外傷害保險機構」名單上排名第15,《保險日報》的「前50家個人線路機構」和「前50家商業線路機構」名單上均排名第19。有關更多信息,請訪問。

Media Contact
Donald Cutler
Haven Tower Group
424-317-4864
[email protected]

媒體聯繫人
唐納德·卡特勒(Donald Cutler)
海文塔客集團
424-317-4864
[email protected]

SOURCE World Investment Advisors

來源:World Investment Advisors

譯文內容由第三人軟體翻譯。


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