Ryan Mahoney in

Ryan Mahoney

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Business Intelligence Manager at Sequoia Financial Group
📍 Lakewood, Ohio, United States

Ryan is a Business Intelligence Manager at Sequoia Financial Group, specializing in Salesforce and Tableau CRM. With a background in finance and accounting and a B. B. A. from Cleveland State University, he focuses on building data solutions for key business use cases. He is also 2x Salesforce certified.

Outside of his core professional role, Ryan has a keen interest in emerging digital technologies, evidenced by his certification in Non-Fungible Tokens (NFTs). He also values analytical methodologies, holding a certification in Critical Thinking, which complements his data-focused career.

Unique fact: Ryan transitioned his career from traditional finance and accounting into a specialized business intelligence and technology role.

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Experience
17 Years
Current Role
Business Intelligence Manager
Job Level
Middle
Location
Lakewood, Ohio, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Ryan cares about

BI & Data Visualization
He builds, improves, and maintains all reporting, primarily through Salesforce and Tableau CRM, and works with executives to create useful datasets and dashboards.
Financial Services Tech
His career has been centered in the financial services industry, moving from accounting analysis to leveraging technology for business intelligence and reporting.
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Career

Work history

2-2019
Business Intelligence Manager
Sequoia Financial Group
2-2018 - 2-2019
Senior Accounting Analyst
Sequoia Financial Group
2-2015 - 2-2018
Financial Analyst
Cohen & Company
1-2014 - 2-2015
Staff Accountant
Northwestern Mutual
4-2013 - 9-2014
Regional Supervisor
Metropolitan Pool Service
In the press

Media appearances

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Education
2010 - 2014
Bachelor of Business Administration (B.B.A.)
Cleveland State University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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