Richard Whitworth has been a Managing Director - Business Consulting in First Allied Securities since 2013. Moreover, Richard has on-the-job experience at more than ten companies using similar skills. Richard has a total work experience of 13+ years. Richard Whitworth studied at the Ie Law School from 2007 to 2008. Nowadays the professional lives in Newport Beach, California region. Find Richard Whitworth's actual email address and phone with SoftwareOfficial search.
Name variants:
Dick Whitworth,
Rick Whitworth,
Ricky Whitworth,
Rich Whitworth,
Richie Whitworth
Last updated Jun 15, 2024
Contact Information
Last Update
Jul 10, 2022
Email
ri**@cetera.com
Location
Newport Beach, CA
Company
Workplace
Managing Director - Business Consulting
San Diego, CA
Industry
Financial Services, 071, Security Broker, Securities Broker/dealer And Insurance, Security Broker/Dealer, Detective/Armored Car Services, Security Brokers and Dealers, Nsk, Security Brokers and Dealers
Colleagues
Work History
Managing Director - Business Consulting
655 west Broadway, San Diego, CA 92101
www.firstallied.com Note: Securities offered through First Allied Securities, Inc., a registered broker dealer, member FINRA/SIPC. Advisory Services offered through First Allied Advisory Ser...
Mar 2013 — Mar 2015
Managing Director - Business Consulting
200 north Pacific Coast Hwy, El Segundo, CA
Currently responsible for the overall strategic direction and execution of Cetera Financial Group's Business Consulting, Practice Management & Succession Planning offerings. Leveraging Penta...
from Mar 2015
Senior Manager, Practice Management
200 south 108Th Avenue Cir, Omaha, NE 68164
Oversaw TD Ameritrade Institutional's practice management offering and strategic direction/evolution of program, including content & knowledge creation to drive efficient growth within indep...
Jun 2010 — Mar 2013
Assistant Vice President, Relationship Manager
4707 Executive Dr, San Diego, CA 92121
Directed LPL Top Advisor business development initiatives within the Northeast Region for 150 offices, each generating over $450k in annual revenue. Presented new opportunities to diversify ...
Sep 2009 — Jun 2010
Senior Business Consultant
4707 Executive Dr, San Diego, CA 92121
Performed comprehensive business analyses and financial modeling on top 10% of independent financial advisors’ offices, incorporating all applicable revenue streams, local, and broker/dealer...
Jun 2006 — Sep 2007
Manager - Advisory Platform Development
4707 Executive Dr, San Diego, CA 92121
Primary duties divided between: Development & enhancement of LPL’s advisory platforms
Relationship management and due diligence
Sales analysis & trend forecasting for ACS
and, Custom ass...
Jun 2004 — Jun 2006
Coordinator - Advisory Consulting Services
4707 Executive Dr, San Diego, CA 92121
Developed marketing campaigns to promote LPL’s advisory platforms across client and advisor channels, and tracked results. Coordinated nationwide fee-based training events educating more tha...
Mar 2003 — Jun 2004
Financial Analyst
Performed income statement and cash flow analysis. Reconciled general ledger account, reviewed projected vs. actual budget. Monitored investment accounts. Coordinated financial control proce...
Aug 2002 — Mar 2003
Associate
1585 Broadway, New York, NY 10003
Created complex asset allocation models for ultra high net worth clients, incorporating trusts and non-correlated assets such as hedge funds, private equity, and structured products. Provide...
Mar 2000 — May 2001
International Equity Research
Analyzed financial statements and earnings forecasts for publicly traded companies in Spain, Portugal, Italy, Greece, Israel and Turkey. Reported on performance, valuation and risk metrics t...
Jun 1999 — Mar 2000
Education
2007 — 2008
1994 — 1998
1990 — 1994
Occupations
Executive
Chief Executive Officer
Sales Specialist
Agent
Sales Agent
Counselor
Accountant
Finance and Accounting Specialist
Corporate Executive
Chief Executive
Sales Representative
Advisor
Accounting Bookkeeper
Bookkeeper
Skills
Strategy
Investments
Financial Modeling
Management Consulting
Financial Services
Wealth Management
Asset Allocation
Asset Management
Business Planning
Practice Management
Finance
Leadership
Business Strategy
Analysis
Team Leadership
Due Diligence
Management
Asset Managment
Business Analysis
Banking
Portfolio Management
Organizational Design
Financial Advisory
Executive Management
Budgets
Aif
FAQs about Richard Whitworth
What is the profession of Richard Whitworth?
This professional's job is Managing Director - Business Consulting
What jobs is Richard Whitworth proficient at at?
Richard Whitworth is proficient at such jobs as Executive and Chief Executive Officer.
Where does Richard Whitworth currently live?
The expert currently lives in Newport Beach, California.
Does Richard have the email address?
ri**@cetera.com is Richard's email address.
How many companies did Richard Whitworth work at?
The professional worked at ten jobs.
What education does Richard Whitworth have?
Richard studied at the Ie Law School from 2007 to 2008.
What languages does Richard Whitworth speak?
Richard Whitworth speaks English and Spanish.
Are there any special industries, that Richard Whitworth works in?
Richard Whitworth works in Financial Services industry.