Buildings

Ryan Santiago

Operations Manager
Education and Credentials
University of California, Berkeley
B.A. in Economics
Book a Complimentary Consultation

Ryan Santiago is an Operations Manager at SteelPeak Wealth. Prior to joining SteelPeak, Ryan served as Vice President and Investment Operations Manager at City National Securities, where he led a team supporting wealth management operations and implemented technology enhancements. Previously, he held roles at Apex Fintech Solutions, Wedbush Securities, and other broker-dealers, managing margin, transfers, and operational functions across trading, clearing, and client servicing teams.

Ryan holds a B.A. in Economics from the University of California, Berkeley, and has held multiple FINRA licenses.

In his spare time, Ryan plays in several fantasy football leagues, travels to Northern California to spend time with friends and family and attending sporting events

‍

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

Career Highlights
No items found.
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Ryan
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

Jonathan Sheen
Junior Portfolio Manager
Laila Bahman
Associate
Dalia Dardoon
Associate Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Steven K. Ridgeway, CPA
Tax Services Lead
Enrique Vargas
Market Director
Alexandra Miller
Full Charge Bookkeeper
Jackie Stafford
Sr. Client Service Associate
Josh Lev
Vice President, Investment Research
Harley Guzman
Office Manager & Junior Paralegal
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Lioness Ebbay, Esq.
Director of Estate Consulting
Kingsley Choi
Wealth Advisor
James Cordle
Senior Trader
Myles Bozinovski
Sr. Market Director
Jason Hart
Director of Operations
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Joseph Brandolino
Associate Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Derek Ruan
Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
Michelle Nanoff
Sr. Client Service Associate
Andrea Chandos
Sr. Tax Administrator
Curtis Cooper
Associate Wealth Advisor
Lesny Espinoza, EA
Tax Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Mike Shotton
Sr. Vice President, Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Leonard Green
Compliance Manager
Brandon McAuslen
Portfolio Manager
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Joe Mezzetta, CPA
Tax Preparation Manager
Tony Walsh
Chief Operating Officer
Andy Rosas
AI Strategy & Operations Manager
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Tyler Resh
Chief Growth Officer
Aimie Lalas
Tax Administrator
Wyatt Gibson
Junior Tax Associate
Peter Amling, CFP®
Vice President, Wealth Advisor
Annie Heller
Associate Wealth Advisor
Mary Berg, CPA/PFS
Technical Reviewer
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Kiras Persky
Deputy General Counsel
Wayne T. Slappy
Wealth Advisor
Ashley Payrits
Alternative Investments Analyst
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Joshua Fein
Controller
Cecilia Umbel
Client Service Manager
Flavia Nunes
Sr. Vice President, Wealth Advisor
Teddy Weber, CPA
Tax Associate
Jack Martin
Associate Wealth Advisor
Luke Everhart
Business Development Associate
Bradley Triana
Tax Consultant
Jessica Donovan, CFP®, AIF®, SE-AWMA®
Sr. Wealth Advisor
Natalie Arias
Office Manager & Administrative Assistant
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Kim Zajic
Chief Administrative Officer
Noah Barrionuevo
Associate
Jordan Peterson, CPFA®
Wealth Advisor
Dylan Drake
Marketing Associate
Jess Boone
Director of Client Development, SteelPeak Sports
Lisa Tashtchian
Sr. Client Service Associate
Joe Fusaro
Director of Operations
Rina Pineda, CPA, MST
Director of Tax Consulting
Roger Lopez
Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Patrick Oliver, MST, EA
Senior Tax Consultant
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Anthony Kim
Portfolio Manager
Michael Nader, EA
Tax Associate
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Rachel Otto
Staff Accountant
Andrew Moss
Wealth Advisor
Daniel Atchinson
Junior Tax Associate
Michael Rashtian
Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Katherine Neto, AWMA®
Client Service Associate
Brendan Finneran
Senior Portfolio Manager
Stephen Fringer
Systems & Reporting Manager
Jennifer Prendergast
Director of Tax Operations
Michael Gansfuss
Market Director, Alpha Summit