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 →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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