Richard Morey is a skilled expert, working in Secure Retirement Financial Services on the position of President from 2002. This expert has earned professional experience in more than five positions at different companies. Richard Morey went to the University of Iowa and got education from 1981 to 1985. San Ramon, California is the city, where this person was lastly known to live. This professional's e-mail and phone are easily accessed through this website on demand.
Name variants:
Dick Morey,
Rick Morey,
Ricky Morey,
Rich Morey,
Richie Morey
Last updated Jun 15, 2024
Contact Information
Last Update
Jul 12, 2022
Email
ri**@secureretire.com, rm**@pegasus-ofs.com, li**@secureretire.com
Location
San Ramon, CA
Company
Secure Retirement Financial Services
Workplace
President
Work History
President
Secure Retirement is a Registered Investment Advisor focused on managing portfolios at Charles Schwab & Co for 250 families. Most of our clients are either retired or preparing to retire, i....
from Jan 2002
Investment Advisor
I ran the Silicon Valley branch of a Registered Investment Advisor headquartered in San Francisco. My duties included creating and managing investment portfolios for both individuals and ins...
Jul 1999 — Dec 2001
Investment Advisor
This is where I first learned investment management under the tutelage of the firm's superb President, Rob Sals. Most of my time was spent meeting with new clients and educating them on our ...
Feb 1998 — Jun 1999
Chief of Operations
I was in charge of all programs serving children and adults with disabilities throughout Central California. Also managed the organization's finances.
Jan 1996 — Jan 1998
Education
1981 — 1985
1979 — 1984
Occupations
Executive
Chairperson
Advisor
Marketer
Market Analyst
Accountant
Finance and Accounting Specialist
Chief Executive
Market Research Analyst
Accounting Bookkeeper
Bookkeeper
Skills
Management
Public Speaking
Strategic Planning
Nonprofits
Entrepreneurship
Leadership
Business Strategy
Investments
New Business Development
Research
Project Management
Customer Service
Team Building
Financial Analysis
Sales Management
Economic/Market Research
Marketing Strategy
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