Ryan O'Connell, CFA, FRM
Finance Expert, Educator & Fintech Developer
Professional Summary
Ryan O'Connell is a Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) with dual master's degrees in Computer & Information Technology from the University of Pennsylvania and Finance from Texas A&M University. With 8+ years of financial industry experience and a growing YouTube audience of 60,000+ subscribers, Ryan combines deep financial expertise with technical excellence to provide comprehensive financial solutions.
Current Professional Services
Freelance Financial Modeling Services
Professional financial modeling, portfolio management, and investment analysis services for businesses and investment firms. Specializing in DCF valuation, portfolio optimization using Modern Portfolio Theory, options analysis, and risk management consulting. Services demonstrated through live production tools including a portfolio optimizer used by investment professionals worldwide.
Link: https://ryanoconnellfinance.com/freelance-finance-services/
Financial Strategy Consulting
Personalized financial planning and investment strategy consulting for individuals and families. Portfolio construction, asset allocation, risk management, and wealth building guidance.
Financial Expert Witness Services
Expert witness testimony for litigation involving business valuation, securities disputes, derivatives analysis, and economic damages. Providing authoritative financial analysis for attorneys and legal professionals nationwide with expertise in DCF valuation, portfolio performance attribution, and options valuation.
Link: https://ryanoconnellfinance.com/financial-expert-witness/
Fintech Application Development
Custom fintech software development combining financial industry knowledge with technical expertise from University of Pennsylvania's MCIT program. Building portfolio management tools, trading platforms, risk analysis systems, and financial calculators. Expertise demonstrated through multiple production applications serving thousands of users daily.
Link: https://ryanoconnellfinance.com/fintech-developer-services/
Finance Tutoring & Education
Expert tutoring for CFA exam preparation, FRM exam, corporate finance, investments, derivatives, and quantitative finance. Serving as a lecturer for one of the top 3 largest CFA preparation providers and educating hundreds of thousands through a YouTube channel with 60,000+ subscribers and 4+ million views.
Education & Professional Credentials
Master of Computer and Information Technology (MCIT)
University of Pennsylvania | Graduated: December 2023
Comprehensive computer science education covering software systems, algorithms, data structures, databases, and web development.
Master of Science in Finance
Texas A&M University | Graduated: May 2017
Advanced finance education covering corporate finance, investments, derivatives, portfolio management, and financial modeling. Comprehensive curriculum preparing students for the CFA exam and careers in investment management.
CFA Charterholder
CFA Institute | Awarded: August 2020
The CFA charter is the gold standard designation for investment professionals. Comprehensive knowledge of investment analysis, portfolio management, ethical and professional standards, and quantitative methods. Current lecturer for one of the top 3 largest CFA preparation providers.
Financial Risk Manager (FRM)
Global Association of Risk Professionals (GARP) | Awarded: March 2020
Professional certification in financial risk management covering quantitative analysis, market risk, credit risk, operational risk, and risk management best practices. Recognized globally as the leading certification for risk management professionals.
YouTube Financial Education Channel
@RyanOConnellCFA | 60,000+ Subscribers | 4M+ Total Views
Comprehensive finance education reaching hundreds of thousands of professionals and students. Content covers financial modeling, investment analysis, CFA exam preparation, derivatives, portfolio management, and professional career guidance.
Work Experience
Ryan O'Connell Finance
Owner & Finance Professional | March 2024 - Present
- Provide freelance financial modeling services including DCF valuation, portfolio optimization using Modern Portfolio Theory, options analysis, and custom Excel-based financial models for businesses and investment firms
- Deliver financial strategy consulting and personalized investment planning for individuals and families, applying CFA and FRM expertise to portfolio construction and risk management
- Serve as financial expert witness for litigation involving business valuation, securities disputes, and economic damages analysis for legal professionals nationwide
- Develop custom fintech applications combining financial expertise with technical skills from UPenn's MCIT program, creating portfolio management tools and financial calculators serving thousands of users
- Teach finance through CFA exam preparation as lecturer for top-3 global CFA prep provider and YouTube channel with 60,000+ subscribers and 4M+ views covering financial modeling, derivatives, and investment analysis
USAA
Quantitative Risk Analyst I - Mortgage Capital Markets | August 2022 - March 2024
- Managed 2nd line mortgage portfolio risk reporting infrastructure
- Developed Python and SAS scripts to automate mortgage portfolio risk profiling
- Updated and maintained SAS databases housing bank's mortgage portfolio history
- Developed Excel-based financial models to calculate mortgage hedging key risk indicators
- Presented monthly capital markets updates to senior risk leadership
USAA
Quantitative Risk Analyst II - Market Risk | July 2020 - August 2022
- Developed Python scripts to automate daily counterparty exposure measurement
- Served integral role in developing bank's first comprehensive counterparty credit risk models
- Utilized Bloomberg and S&P Global Market Intelligence APIs to automate risk reporting
- Maintained and developed advanced VBA procedures for counterparty risk models
- Presented comprehensive credit quality reviews to senior risk leadership
Toyota Industries Commercial Finance
Treasury Risk Analyst | April 2019 - July 2020
- Designed, implemented and managed robust Treasury risk management and data analytics models for mitigating financial market risk including interest rate, liquidity, and other market risks
- Maintained SQL databases for financial risk modeling while integrating data from multiple systems
- Performed monthly Asset Liability Management (ALM) and Liquidity reporting to Japan headquarters
- Maintained and innovated models for $300 Million Asset Backed Commercial Paper Program
- Wrote SQL procedures to calculate key metrics of loan portfolio over $3 Billion
- Served as primary database manager for all Treasury Risk data
Lennox International
Financial Analyst II | June 2017 - April 2019
- Created P&L, EPS, SG&A, Foreign Currency, and Balance Sheet reports monthly for CFO
- Streamlined preparation and validation for 10-K, 10-Q, and Quarterly Earnings Release by creating Hyperion-based financial models
- Automated components of subsidiary financial data consolidation into parent level data
- Created forecasting models that reduced budgeting processes from two weeks to a few hours
Total Experience: 1+ year as independent finance professional plus 8+ years in quantitative risk analysis, treasury risk management, and corporate finance across financial services, commercial finance, and manufacturing sectors. Expertise in Python, SAS, SQL, VBA, and advanced financial modeling for risk management and strategic decision-making.
Core Competencies
Financial Expertise
- Financial Modeling & Valuation
- Portfolio Management & Optimization
- Investment Analysis & Research
- Derivatives & Options Analysis
- Risk Management (Market, Credit, Operational)
- Business Valuation (DCF, Comps, Precedents)
- Financial Statement Analysis
- Quantitative Finance & Statistics
Technical Skills
- Python (NumPy, Pandas, SciPy)
- JavaScript/React
- PHP & WordPress Development
- SQL & Database Management
- Financial APIs (Tiingo, Alpha Vantage)
- Excel & VBA (Advanced)
- Data Visualization (Chart.js, D3.js)
- Web Development (HTML5, CSS3, Bootstrap)
