Name variants:
Ricky Addy
Last updated Jun 15, 2024
Contact Information
Workplace
Colleagues
Work History
Regional Vice President - Financial Institutions
500 Delaware Ave SUITE 1420, Wilmington, DE 19809
External Wholesaler of the Athene suite of annuity solutions to financial advisors in the bank channel in the Southeast territory (NC, SC, TN, VA & MD)
from Oct 2017
Senior Financial Consultant
200 south 108Th Avenue Cir, Omaha, NE 68164
Oct 2016 — Oct 2017
Laboratory Sales Consultant
2111 east Highland Ave SUITE 145, Phoenix, AZ 85016
Aug 2015 — Sep 2016
Regional Sales Director
8515 east Orchard Rd, Greenwood Village, CO 80111
External sales and distribution of annuity, retirement income and wealth transfer solutions throughout North Carolina, South Carolina and Georgia focusing on financial institutions and large...
Sep 1, 2014 — Aug 2015
Regional Vice President
18925 Base Camp Rd SUITE 203, Monument, CO 80132
Mutual Fund, Separately Managed Account and Unit Investment Trust wholesaler for North Carolina, South Carolina and Southeast Georgia in the Wirehouse and Bank Channels.
Aug 2011 — Jan 2014
Regional Vice President
Scottsdale, AZ
External Wholesaler for multiple boutique asset managers throughout North and South Carolina.
May 2011 — Aug 2011
Regional Vice President
Newark, NJ
External Wholesaler of variable annuities in the Wirehouse/Regional Broker-Dealer channel throughout South Carolina, Western North Carolina and East Tennessee.
Jan 2007 — Dec 2009
Regional Marketing Director
690 Asylum Ave, Hartford, CT 06105
External Wholesaler for The Hartford Mutual Funds in the Wirehouse/Regional Broker-Dealer channel throughout Alabama, Mississippi and the Florida Panhandle.
Aug 2005 — Nov 2006
Investment Counselor
200 west 2Nd St, Winston Salem, NC 27101
Bank Channel Financial Advisor
2003 — 2005
Education
1995 — 1999
Occupations
Executive
Manager
Accountant
Finance and Accounting Specialist
Regional Vice President
Doctor of Medicine
Operations Manager
Accounting Bookkeeper
Bookkeeper
Vice President
Chief Executive
Skills
Mutual Funds
Series 7
Investments
Fixed Annuities
Series 65
Series 63
Variable Annuities
Asset Management
Financial Advisory
Retirement
Retirement Planning
Portfolio Management
Wealth Management
Capital Markets
Public Speaking
Separately Managed Accounts
Asset Allocation
Alternative Investments
Unit Investment Trusts
Relationship Management
Financial Services
Equities
Securities
Finance
Investment Advisory
Series 6
Investment Strategies
Fixed Income
Insurance
Superior Communications Skills
401K
Finra
FAQs about Rick Addy
What is the profession of Rick Addy?
This professional's job is Regional Manager
What jobs is Rick proficient at at?
The expert is a professional such jobs as Executive and Manager.
Where is Rick Addy currently located?
Rick Addy is located in Columbia, South Carolina.
What is Rick Addy's email?
The professional's email is ri**@yahoo.com.
How many companies did Rick Addy work at?
The professional worked at ten jobs.
Where has Rick Addy studied?
Rick studied at the Furman University from 1995 to 1999.
What are the certifications of Rick Addy?
This expert received the following certifications: The Corporation For Social Security Claiming Stategies.
Are there any special industries, that Rick Addy works in?
This professional works in Financial Services industry.