Rick Shoff

Managing Director, Advisor Support Group

Rick Shoff is a skilled expert, that works in Plan Advisory Services as a Founder and Chief Executive Officer since 1991. Rick Shoff gained professional experience in more than three positions at various companies. Rick Shoff went to the Lebanon Valley College and was studying there from 1979 to 1983. Rick has such qualifications as Accredited Investment Fiduciary and Certified Merger and Acquisition Advisor. Gardenville, Pennsylvania is the area, where this person was lastly known to be located. The person's email address and phone can be easily accessed through SoftwareOfficial on demand.
Name variants:
Ricky Shoff
Last updated Jun 14, 2024

Contact Information

Last Update
Jul 11, 2022
Email
ri**@captrustadvisors.com
Location
Gardenville, PA
Company
Plan Advisory Services

Workplace

Founder and Chief Executive Officer

Work History

Founder and Chief Executive Officer

Jan 1991 — Dec 2006

Managing Director, Advisor Support Group

4208 Six Forks Rd SUITE 1700, Raleigh, NC 27609
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consulta...
from Jan 2006

Account Executive

1989 — 1991

Occupations

Executive
Chief Executive Officer
Advisor
Founder
Accountant
Finance and Accounting Specialist
Corporate Executive
Chief Executive
Founding Member
Accounting Bookkeeper
Bookkeeper

Skills

Investment Advisory
Pensions
Qualified Retirement Plans
Non Qualified Deferred Compensation
Practice Management
Advisor Transition and Succession Planning

FAQs about Rick Shoff

What is the main profession of Rick Shoff?

The expert is a Managing Director, Advisor Support Group.

What are the profession of The professional?

These person's professions are Executive and Chief Executive Officer

Where does Rick Shoff live?

Rick Shoff currently lives in Gardenville, Pennsylvania.

What is Rick Shoff's email?

The professional's email is ri**@captrustadvisors.com.

How many companies did Rick Shoff work at?

Rick Shoff worked at three jobs.

What education does Rick Shoff have?

Rick studied at the Lebanon Valley College from 1979 to 1983.

What are the certifications of Rick Shoff?

Rick received the following certifications: Accredited Investment Fiduciary and Certified Merger and Acquisition Advisor.

What is the industry that Rick Shoff is connected to?

Rick Shoff works in Financial Services industry.
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