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

Lisa Tashtchian
Sr. Client Service Associate
Nina Weiss
Client Service Associate
Flavia Nunes
Sr. Vice President, Wealth Advisor
Michael Nader, EA
Tax Associate
Joseph Brandolino
Associate Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Andrea Chandos
Senior Tax Administrator
Derek Ruan
Wealth Advisor
Annie Heller
Associate Wealth Advisor & Investment Analyst
Airene Williamson
Chief Legal & Compliance Officer
Andy Rosas
Operations Manager
Alejandra Guzman
Paralegal – Compliance Associate
Josh Lev
Alternative Investment Associate
Steven K. Ridgeway, CPA
Tax Services Lead
Tony Walsh
Chief Operating Officer
Benjamin Kanter
Client Service Associate
Pete Alliegro, CFA
Director of Business Development
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Luke Everhart
Business Development Associate
Raesa Martin
Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
JP Tran
Client Service Associate
Bardia Maghami
Fund Operations Associate
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Steven Dymant
Director of Alternative Solutions
Cecilia Umbel
Client Service Manager
Katherine Neto, AWMA®
Client Service Associate
Joe Mezzetta, CPA
Senior Tax Associate
Rachel Otto
Staff Accountant
Samantha Orellana
Client Service Associate
Lucas McDonnell
Client Service Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Wayne T. Slappy
Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Tyler Resh
Chief Growth Officer
Brendan Finneran
Senior Portfolio Manager
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Jennifer Prendergast
Tax Operations Lead
Brandon McAuslen
Portfolio Manager
Maddie Zakarian
Administrative Specialist
Kim Zajic
Chief Administration Officer
James Cordle
Senior Trader
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Nicolo Gori
Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Stephanie Valderrama
Administrative Assistant
Dylan Drake
Marketing Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Kingsley Choi
Wealth Advisor
Lexi Shaheri
Client Service Associate
Drew Clanton
Operations Associate
Joe Fusaro
Director of Operations
Michael Rashtian
Vice President, Wealth Advisor
Richard Stucki
Senior Tax Reviewer
Lioness Ebbay, Esq.
Director of Estate Consulting
Morten Roness, MBA
Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Leonard Green
Compliance Manager
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor
Justin Iskander, CPA
Wealth Advisor
Joshua Fein
Controller
Anthony Kim
Portfolio Manager
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Teddy Weber, CPA
Tax Associate
Steve Racius
Associate Wealth Advisor
Peter Amling, CFP®
Vice President, Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Aimie Lalas
Tax Administrator
Myles Bozinovski
Business Development Manager