Ryan Soer

Ryan Soer

Managing Director

Ryan Soer

Location

Charlotte, NC

Education

  • University of Virginia, Darden School of Business, MBA
  • University of Pennsylvania, Wharton School of Business, B.S.

Professional Credentials

  • FINRA Licensed Representative

Practice Affiliation

Location

Charlotte, NC

Education

  • University of Virginia, Darden School of Business, MBA
  • University of Pennsylvania, Wharton School of Business, B.S.

Professional Credentials

  • FINRA Licensed Representative

Practice Affiliation

“Perseverance is not simply continuing when conditions are easy; it is staying disciplined, decisive, and mission-focused when the path becomes difficult. Markets will change, processes will become complex, and obstacles will inevitably arise, but the organizations that thrive are those that keep moving forward with clarity, accountability, and purpose. I believe the best outcomes are achieved when teams combine strategic judgment with relentless execution, remain steady under pressure, and refuse to lose sight of the mission."

Ryan Soer is a Managing Director in the Business and Financial Services group at Intrepid, where he advises business owners, executives, and investors on strategic transactions and value creation initiatives across the insurance services and human capital management landscape. He brings more than a decade of experience, combining sector specialization with transaction execution expertise.  He is known for bringing a thoughtful, mission-oriented approach to client service, with an emphasis on preparation, clear communication, and disciplined execution from initial strategy through closing.

Prior to joining Intrepid, Ryan was a Director in the Business and Financial Services group at Deloitte Corporate Finance. Before his career in banking, Ryan served as an attack helicopter pilot in the United States Marine Corps.

Ryan earned a Bachelor of Science in Economics degree from the University of Pennsylvania and a Master of Business Administration from The University of Virginia’s Darden School of Business. He lives in Charlotte with his wife and two children.