Buildings

Ryan Santiago

Operations Manager
Education and Credentials
University of California, Berkeley
B.A. in Economics

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

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Career Highlights
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.

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Mary Berg, CPA/PFS
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Associate Wealth Advisor
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Jess Boone
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Peter Amling, CFP®
Vice President, Wealth Advisor
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Morten Roness, MBA
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Kim Zajic
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Andrea Chandos
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Jennifer Prendergast
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Teddy Weber, CPA
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Joe Fusaro
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Bradley Triana
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Josh Lev
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Justin Iskander, CFP®, CPA, MBA
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