Bryan Ross, CFA

CEO

Cincinnati, Ohio, United States16 yrs 4 mos experience

Highly Stable

Key Highlights

Proven track record in financial modeling and analysis.
Significant experience in healthcare financial services.
Successful founder of multiple business initiatives.

Stackforce AI infers this person is a Finance and Healthcare expert with strong analytical and advisory skills.

Contact

Skills

Core Skills

Financial AnalysisPortfolio ManagementFinancial ModelingMarket AnalysisBusiness Development

Other Skills

Advertisement SalesBloombergBrand Creation and PromotionBusiness Plan DevelopmentDCF ValuationData AnalysisEnterprise ValuationEquity DerivativesFactSetFinancial Market ResearchFinancial Modeling & ForecastingFinancial Modeling and ForecastingFinancial Statement AnalysisFixed IncomeMS Project

Experience

Equality health

Vice President - Finance

Sep 2025 – Present · 6 mos · Cincinnati, Ohio, United States

Agilon health

Vice President - Strategic Finance

Apr 2022 – Sep 2025 · 3 yrs 5 mos · Cincinnati Metropolitan Area

Point72

Research Analyst

Jun 2020 – Mar 2022 · 1 yr 9 mos · New York, United States

Healthcare Services

Ubs

Associate Director

Oct 2019 – Jun 2020 · 8 mos · Greater Nashville Area, TN

Coverage: Managed Care & Healthcare Services/Facilities

Jefferies

Senior Equity Research Associate

Jul 2016 – Oct 2019 · 3 yrs 3 mos · Greater Nashville Area, TN

Coverage: Healthcare Services/Facilities & Rx Supply Chain

Goldman sachs

Equity Research Analyst

Jun 2015 – Jun 2016 · 1 yr · Greater Salt Lake City Area

Coverage: Life Insurance

Stephens inc.

Equity Research Analyst Intern

Jun 2014 – Dec 2014 · 6 mos · Nashville, TN

Coverage: Healthcare Services/Facilities

Deloitte

Business Analyst

Sep 2012 – Jun 2014 · 1 yr 9 mos · Washington, DC

Elix enterprises llc

Owner/Founder

Apr 2010 – Aug 2012 · 2 yrs 4 mos · Roxbury, NJ

Provided financial advisory services for a local food service provider which resulted in a 12% increase in their yearly net income.
Financial Modeling & Forecasting
Supply Chain Optimization
Market Analysis

Financial Statement AnalysisMarket Research & AnalysisPortfolio ManagementFinancial Analysis

Ameriprise financial services, inc.

Financial Planning Intern

Nov 2009 – Feb 2011 · 1 yr 3 mos · Wilmington, DE

Researched and analyzed mutual funds, ETF's, and equities for asset allocation and security selection purposes.
Financial Statement Analysis
Market Research & Analysis
Portfolio Management

Business Plan DevelopmentFinancial Modeling and ForecastingMarket ResearchAdvertisement SalesBrand Creation and PromotionBusiness Development+1

Henshelpinghens llc

Founder/Designer

Feb 2009 – Jun 2011 · 2 yrs 4 mos · Newark, DE

Created a website for University of Delaware students focusing on the transfer of textbooks and furniture, a central platform for University events, and a music sharing section.
Business Plan Development
Financial Modeling and Forecasting
Market Research
Advertisement Sales
Brand Creation and Promotion

Financial Modeling & ForecastingSupply Chain OptimizationMarket AnalysisFinancial Modeling