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Questions and Answers
What is the name of the financial advisor and owner of Ryan Casey & Associates LLC?
Ryan Casey
Where did Ryan Casey obtain his M.B.A. degree from?
NYU
Who is Lindsay Gordon to Ryan Casey?
Good friend and longtime client
What financial advice did Ryan Casey give to Lindsay regarding their business's debt load?
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What type of loan did Ryan Casey suggest Lindsay could secure from Last Fourth Bank and Trust?
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Who was reluctant to personally guarantee the loan but eventually agreed to keep their business going?
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What was Lindsay's reaction to the lawyer's fees during the July 11 conversation?
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What did Lindsay say about needing more loans during the conversation on July 11?
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What term did Lindsay use to describe the state of GPS's balance sheet after receiving the loan?
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What did Lindsay want the lawyer to look into during the conversation on March 24?
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Study Notes
Ryan Casey's Background
- Ryan Casey is a 56-year-old financial advisor and owner of Ryan Casey & Associates LLC.
- He has a B.S. in Finance from Emory University and an M.B.A. from NYU.
- He resides with his partner at 12390 Nob Hill Drive, Bliss, Nirvana.
Financial Advisory
- Richard Casey advises individuals and businesses on financial planning and investment.
- He helps clients with debt management and securing government-backed loans.
Lindsay Gordon and Gordon Paint & Supplies
- Lindsay Gordon is a friend and client of Ryan Casey's.
- Lindsay owns Gordon Paint & Supplies, which struggled financially after the pandemic.
- Ryan Casey advised Lindsay on managing debt and securing a government-backed loan.
Government-Backed Loan
- Ryan Casey helped Lindsay secure a $250,000 government-backed loan from Last Fourth Bank and Trust.
- The loan required a personal guarantee from Lindsay.
- Lindsay received the loan check on August 15, 2022.
March 2023 Phone Call
- Ryan Casey checked in with Lindsay on March 24, 2023, about the business's progress.
- Lindsay reported that the loan had helped but the balance sheet was still "topsy-turvy".
- Ryan Casey suggested bankruptcy as an option, but Lindsay wanted to explore loan restructuring.
July 2023 Meeting
- Lindsay invited Ryan Casey for drinks at Lights Out Bar & Grill on July 28, 2023.
- Lindsay wanted to discuss business and "blow off some steam".
- Ryan Casey reluctantly agreed, citing a prior commitment to speak with a relative stationed in Seoul, South Korea.
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Description
Test your knowledge on financial planning, investment advice, and business acumen with this quiz based on the profile of Ryan Casey, a successful financial advisor and business owner.
