Ryan O'Connell, CFA, FRM | Finance Expert & Educator

Financial Expertise. Technical Excellence. Proven Results.

Combining CFA and FRM credentials with dual master's degrees from UPenn (Computer & IT) and Texas A&M (Finance) to deliver advanced financial solutions. From portfolio optimization to fintech development, expert witness services to finance education — providing comprehensive financial expertise backed by 8+ years of industry experience and trusted by 60,000+ YouTube subscribers.

Ryan O'Connell CFA FRM - Finance Expert Educator Financial Analyst

Professional Journey

8+ years of financial expertise and continuous education

Mar 2024
Ryan O'Connell Finance
Full-Time Entrepreneur
Dec 2023
Master's MCIT
University of Pennsylvania
Graduated
Oct 2020
YouTube Channel Launch
First Financial Video
Aug 2020
CFA Charterholder
Chartered
Jul 2020
USAA
Quantitative Risk Analyst
Mar 2020
FRM Certification
Risk Management
Certified
Apr 2019
Toyota Industries
Treasury Risk Analyst
Jun 2017
Lennox International
Financial Analyst
May 2017
Master's in Finance
Texas A&M University
Graduated

Impact By The Numbers

Proven track record of excellence and education

8+
Years Experience
60K+
YouTube Subscribers
300+
Educational Videos
100+
Clients Served
70+
Financial Models
4M+
Video Views

Professional Services

Five core service offerings designed to meet your financial needs

Freelance Finance Services

Professional financial modeling, portfolio analysis, and investment research. Comprehensive valuation and corporate finance solutions for businesses.

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Financial Strategy

Personalized financial planning and investment strategy. Portfolio construction, risk management, and wealth building guidance.

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Expert Witness Services

Financial expert witness for litigation. Business valuation, securities disputes, derivatives analysis, and economic damages testimony.

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FinTech Development

Custom fintech application development. Portfolio tools, trading platforms, risk analysis systems, and financial calculators.

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Finance Tutoring

Expert tutoring for CFA, FRM, and finance courses. Corporate finance, investments, derivatives, and quantitative methods instruction.

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CFA FRM UPenn Texas A&M Credentials

Professional Credentials

CFA Charterholder • FRM • MCIT (UPenn) • MS Finance (Texas A&M) • 8+ Years Experience

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Professional Tools & Calculators

Free financial tools built for professionals and enthusiasts

Portfolio Optimizer

Modern Portfolio Theory optimization with Sharpe ratio maximization, efficient frontier, and Monte Carlo simulation.

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Stock Dashboard

Real-time stock analysis with financial statements, key metrics, technical indicators, and company fundamentals.

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Stock Comparison Tool

Compare stocks side-by-side with comprehensive financial metrics, performance analysis, and valuation ratios.

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Financial Calculator Hub

Comprehensive calculator suite including present value, future value, NPV, IRR, and advanced financial formulas.

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Options Greeks Calculator

Black-Scholes options pricing with Greeks calculation (Delta, Gamma, Theta, Vega, Rho) and implied volatility.

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Financial Models Library

70+ professional financial models including DCF, LBO, M&A, trading comps, and advanced valuation templates.

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Wall Street Prep Certificates

Professional certifications in financial modeling, valuation, technical skills, and investment banking.

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Ready to Work Together?

Whether you need financial modeling, expert witness testimony, fintech development, or professional tutoring — let's discuss how I can help you achieve your goals.

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