Ryan Debrot

LPL Financial Intern/ Villanova University Student

Ryan is interning this summer with both Round Valley Financial. In the fall he will be a junior at Villanova working towards a business major with concentrations in finance and accountancy. He has been named to the Dean's List every semester he's been at Villanova. 

His responsibilities this summer include managing the company's Redtail Technology program which includes updating client relationships, risk levels, and goals in the web-based CRM program. Also Ryan manages the company's information in the Naviplanning financial planning program. Additionally, Ryan assists the advisors to ensure the financial plan information is accurate and that all reports are relevant to each client. He assists in preparing client proposals utilizing the Naviplanning modules and Riskalize analysis software. Lastly, Ryan is the CIO for social media including LinkedIn and the company website, responsible for updating and keeping the company current on these platforms. 

Phone 908-437-0126