Ian Helwagen is a financial analyst for Rise48 Equity. Ian’s main responsibilities include working with the asset management and investment teams to ensure the company reaches its targeted goals while maintaining its current financial feasibility. He resides locally in Tempe, Arizona.
Ian has a professional background in Asset Management and Data Analytics where he has 4+ years of experience with/in the Financial Services Industry. In former roles, he overlooked 1M+ portfolios and was in charge of asset allocation and data visualizations. Ian also was a part of the operations team in his last role, where he produced company KPIs, Ad Hoc analysis and oversaw reporting for the company’s broker-dealers.
Ian holds a Bachelors in Finance from Kent State University.