Business Development Officer, CT, Long Island, NYC, Northern NJ, Western MA
Rick provides business development support and practice management expertise to financial advisors operating in the greater New York City marketplace and New Jersey. He has been in the financial services industry for more than 20 years. Before joining AssetMark, he was with Janus Distributors, LLC, directing delivery of client-focused investment solutions to advisors in New York. He also has held a variety of roles at Standard & Poor’s Investment Advisory Services, Dreyfus Service Corporation and J.P. Morgan Fund Distributors.
Rick takes great pride in helping advisors build great businesses.
He holds a Bachelor’s degree from Trinity College in Hartford, Connecticut.