Rick is a growth-focused COO and Board Advisor with 25+ years of M&A and financial services experience, having advised on over 75 transactions. He focuses on scaling teams and guiding organizations through transformation. Rick earned his MBA from UCLAs Anderson School of Management and holds Series 24 and 63 certifications.
Outside of his professional life, Rick is an avid golfer and leverages the sport for team-building activities. He organized a team outing to the Genesis Invitational at the Riviera Country Club, believing that strong collaboration is key to delivering successful results.
Unique fact: Rick founded and led a nationally recognized "special situations" advisory practice at KPMG, creating new M&A verticals during periods of market disruption.
Read the full overview →They care equally about the product and its potential impact. They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value.
Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.
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