Thomas Ryan

Thomas Ryan

CA, USA · Tryan310@gmail.com · (310) 795-7935

Experience

Wealth Management Associate & Trader

Lido Advisors formerly Avitas Wealth Management · Century City

  • Partner with advisors and clients at a $40B+ AUM RIA, developing portfolio strategies and executing tax efficient trades aligned with long term financial goals.
  • Managed and actively traded a percentage of our hedge fund strategy, applying fundamental and technical analysis outperforming the SPY in 2024 by 17.74%.
  • Execute all trading activity for client portfolios, including proprietary equity model implementation, rebalances, cash raises, self-directed trades, and treasury purchases.
  • Built automations integrating multiple APIs to streamline data delivery, portfolio analysis, and reporting, reducing manual workload across the trading and advisory teams.
  • Developed custom Excel models to audit client accounts and portfolios, surfacing actionable insights that informed advisor recommendations and client strategy.

Cofounder

Daily Belts

dailybelts.com

  • Cofounded and scaled a DTC apparel brand from concept to profitability, building the brand narrative, customer positioning, and go-to-market strategy across operations, finance, and marketing.
  • Direct Meta and Google ad operations, using performance data to guide campaign adjustments and creative iteration that drive profitable customer acquisition.
  • Created high performing ad creative and campaigns that scaled sales while maintaining profitability targets (CAC, MER, contribution margin).
  • Engineered financial dashboards integrating Shopify, Meta, and Google APIs to track 80+ metrics across sales, unit economics, and marketing performance including contribution margin, channel-level CAC, MER, AOV, shipping economics, and SKU-level product mix.
  • Translated complex performance data into clear narratives, using dashboards and storytelling to align partners on strategy and investment priorities.

Senior Account Manager

Payment Cloud Inc · Encino, CA

  • Closed between 15-30 merchant accounts per month. Consistently in the top 3 of 60+ Account Executives.
  • Sold and negotiated directly with business owners and decision-makers, uncovering business needs and tailoring payment solutions to their operational and financial goals.
  • Managed a high volume pipeline of 60–100 daily leads through the full sales cycle, maintaining detailed CRM documentation to drive follow through and conversion.
  • Developed and implemented outbound prospecting and marketing strategies that improved lead quality and increased win rate.
  • Trained and mentored new hires, and led a team of Account Executives, coaching on objection handling, pitch delivery, and pipeline management.

Trading Intern

Churchill Management Group · Malibu, CA

  • Supported portfolio managers in executing high-volume trades, applying fundamental and technical analysis to evaluate positions and past trades.
  • Conducted research on historical market cycles and top performing companies to identify patterns informing investment strategy and client recommendations.

Education & Certifications

Bachelor of Arts in Economics

Pepperdine University · Malibu, CA

  • Series 65 – Uniform Investment Adviser Law Exam.
  • Emergency Medical Technician

Skills

Sales & Client Strategy

Consultative selling, objection handling, negotiation, pipeline management, CRM documentation, account growth, team training

Marketing & Advertising

Google Ads, Meta Ads, campaign strategy, creative direction, performance analysis, CAC/MER/ROAS optimization

Data & Technical

Python, API integrations, financial dashboards, Excel modeling, data automation, AI tools, models & workflows

Finance & Trading

Portfolio strategy, asset allocation, tax-efficient trading, fundamental & technical analysis, hedge fund management

Extras

FastPassPhoto

Built and run fastpassphoto.com, a passport photo service that helps customers get compliant, government-ready photos without the usual hassle. Handled the full build, including product, site, and delivery, and used AI tools and models throughout to automate image processing, speed up workflows, and ship a polished customer experience.

LA County Ocean Lifeguard

Serve as an LA County Ocean Lifeguard since 2014.

Surfing

Grew up in Malibu and learned to surf there as a kid. I still get in the water whenever I can.