Rick Whitford is a high-level expert, that works in Emerson Equity as a Vice President Insurance and Investments from 2009. This person gained professional experience in more than eight positions at different companies. Rick Whitford went to the Charis Bible College and got education there from 2014 to 2019. This person has professional qualifications: Series 22, 63, 65 and 7 Licenses, Real Estate License, and Life Insurance License. Winter Park, Colorado is the area, where this expert was known to settle. This person's contacts are easily accessed through SoftwareOfficial by request.
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Ricky Whitford
Last updated Jun 15, 2024
Contact Information
Workplace
Colleagues
Work History
Vice President Insurance and Investments
Sophisticated boutique broker dealer with a focus on private equity and investment banking offerings. Integrated strategies for servicing the High Net Worth client as well as future/developi...
Jan 2009 — Jan 2017
Visionary and Senior Client Engagement Facilitator
A breath of fresh air has arrived in the Rocky Mountains and resort communities! Oxygen to You! offers Non-Prescription Oxygen with 4 delivery channels: In-Room Delivery, Weddings and Events...
from Apr 2016
Vice President Investments
222 south Gillette Ave SUITE 410, Gillette, WY 82716
Partner firm that provide investment strategy options for 1031 funds, cash and some qualified retirement assets. Boutique Real Estate Private Equity firm specializing in high growth collegia...
Jul 2013 — Jun 2015
President, Founder
Private, independent financial management firm dedicated to assessing appropriate risk strategies and wealth preservation tactics to various financial client portfolios and plans. Managed eq...
Nov 2004 — Dec 2014
Financial Services Representative
2920 south 84Th St, Lincoln, NE 68532
Supported Allstate Owner Agents with high end financial planning services to them and their clientele. Focused on bringing in house all retirement, investment and insurance business that res...
2006 — 2009
Career Account Representative
2929 Allen Pkwy, Houston, TX 77019
Managed over $75m of retirement assets for retired educators and business leaders. Converted non-performing accounts to new business and consolideated assets outside of Valic. Top producer b...
Sep 2002 — Nov 2004
Career Account Representative
200 Park Ave, New York, NY 10016
Initially Security First Group and its subsequent parent company, MetLife Resources, specialized in establishing retirement accounts for teachers, educators, and support personnel in primary...
Sep 1994 — Dec 2000
Managing Partner
Managed the flow and production of legal and corporate reprographics in important litigation and commercial applications. Managed internal cost controls for client firms via in-house copy, m...
Jan 1989 — Sep 1994
Education
2014 — 2019
1990 — 1992
1986 — 1988
1983 — 1985
Occupations
Visionary
Moderator
Executive
Vice President
Sales Specialist
Agent
Sales Agent
Managers
Accountant
Finance and Accounting Specialist
Health Specialist
Certified Nurse Aide
Planner
Advisor
Chief Executive
Sales Representative
Accounting Bookkeeper
Bookkeeper
Nurse
Nurse Practitioner
Skills
Investments
Retirement Planning
Sales
Leadership
Small Business
Customer Service
Retirement
Finance
Public Speaking
Management
Financial Planning
Insurance
Financial Services
Iras
Life Insurance
Microsoft Office
Wealth
Strategy
Teaching
Social Media
Microsoft Excel
401K
Long Term Care
Term Life Insurance
Portfolio Management
Strategic Vision
Fixed Annuities
Disability Insurance
Estate Planning
Business Development
Estate Tax Planning
Marketing Strategy
Sales Management
New Business Development
FAQs about Rick Whitford
What is the main profession of Rick Whitford?
Rick Whitford is a Visionary and Senior Client Engagement Facilitator.
What are the main profession of Rick Whitford?
These person's professions are Visionary
Where does Rick Whitford live?
Rick lives in Winter Park, Colorado.
How many companies did Rick Whitford work at?
The professional worked at eight jobs.
What education does Rick Whitford have?
Rick studied at the Charis Bible College from 2014 to 2019.
Are there any professional certifications Rick Whitford has?
The expert received the following certifications: Series 22, 63, 65 and 7 Licenses, Real Estate License, Life Insurance License, Series 22, 63, 66 and 7 Licenses, and License 123221.
What languages does Rick Whitford speak?
Rick Whitford speaks English.
Are there any industries, that Rick Whitford is connected to?
Rick Whitford works in Financial Services industry.