Since 2014, Ric Wolters has been working in Royal Financial Services 205, 205. Ric is a proficient Owner with over 15 years of work experience. According to Ric's CV and work profile, Ric Wolters has worked at more than nine companies with diverse backgrounds and gained various skills. Ric attended school at the Boise State University to 2012. Ric has professional certification as Life, Health, & Disability Insurance and Series 6 and this person has studied Spanish and Guarani. Ric can be found in Boise, Idaho – where this professional currently lives. You can search for their email address and phone number. We can also provide you additional contact information upon request.
Name variants:
Ric Wolters
Last updated Jun 15, 2024
Contact Information
Last Update
Jul 10, 2022
Email
ri**@allegisfp.com
Location
Boise, ID
Company
Workplace
Work History
Owner
351 Broad St, New London, CT 06320
Help business owners and families identify, plan for, and reach their financial goals via insurance, retirement planning, accounting, and other financial services. Strategies may focus on on...
Nov 2014 — Jun 2018
Client Accounting Specialist
Assist corporate clients in managing cash flows for their self-funded employee benefit plans. Work closely with treasury managers and corporate finance teams to ensure accurate monitoring of...
from Jan 2018
Finance and Accounting Professional
Boise, ID
Consulted with clients and helped them develop strategic plans to mitigate taxes, maximize profitability, manage risk, and transition into retirement. Company services include tax preparatio...
Jan 2017 — May 2017
Financial Services Professional
3540 east Longwing Ln SUITE 210, Meridian, ID 83642
Offered a broad portfolio of individual life, disability income, and long-term care insurance protection, asset accumulation strategies, and financial products and services for high net wort...
Nov 2014 — Feb 2016
Financial Services Investment Officer
180 Montgomery St, San Francisco, CA 94129
Developed long-term relationships with new and existing clients to meet all their banking needs. Primary emphasis was on providing value to high net worth business owners through commercial ...
Jun 2011 — Nov 2014
Financial Services Professional
16132 north High Desert St SUITE 100, Nampa, ID
Helped individuals and families evaluate their financial goals and resources in order to achieve long-term objectives. Recommended and implemented customized financial strategies utilizing l...
Oct 2009 — Apr 2011
Financial Services Professional
See Allegis Financial Partners.
Oct 2008 — Sep 2009
Account Executive
420 Montgomery St, San Francisco, CA 94129
Originated wholesale mortgage loans by developing and maintaining strong relationships with local mortgage brokers. Proactively helped clients close loans by reviewing, packaging, and guidin...
Jan 2006 — Oct 2008
Sales Representative
6200 Sprint Pkwy, Overland Park, KS 66251
Generated retail wireless sales by educating customers on products and services offered by Sprint PCS. Also worked closely with large and small businesses to identify and meet their wireless...
Jun 2004 — Dec 2005
Education
upto
Occupations
Accountant
Accounting Bookkeeper
Executive
Owner
Finance and Accounting Specialist
Insurance Agent
Managers
Bookkeeper
Chief Executive
Skills
Finance
Investments
Sales
Banking
Financial Services
Loans
Financial Analysis
Customer Service
Leadership
Life Insurance
Wealth Management
Small Business
Commercial Lending
Small Business Lending
Credit Analysis
Mortgage Lending
Insurance
Securities
Credit
Cash Management
Team Building
Professional Development
Mentoring
Relationship Management
Cash Flow
Accounting
Strategic Planning
Sports Coaching
Business Development
Financial Reporting