2021 -
now Vice President, Strategic Relationship Management @
Dave Richards Education
The University of Texas at Dallas
Bachelor's degree (Finance and Economics)
Dave Richards Skills
401k
Series 63
Financial Services
Mutual Funds
Retirement
Investments
Retirement Planning
Pensions
Asset Allocation
Series 6
Relationship Management
Investment Advisory
Securities
Project Management
Sales
Portfolio Management
Qualified Retirement Plans
FINRA
401(k) Retirement Savings Plans
Defined Contribution
Defined Benefit
Business Planning
Customer Relationship Management (CRM)
Business Process Improvement
Employee Stock Ownership Plan (ESOP)
Profit Sharing
Cash Balance
Large Market
Small Market
Mid-Market
Employee Benefit Plan Design
Mergers & Acquisitions (M&A)
Microsoft Office
Salesforce.com
Retirement Plan Consulting
401(k)
Executive Services
Account Management
Retirement Income Strategies
Leadership
Strategic Planning
Strategic Partnerships
Team Leadership
Team Building
Strategy
Employee Engagement
ERISA
Customer Service
Client Relations
Negotiation
Dave Richards Summary
Dave Richards, based in Texas, United States, is currently a Vice President, Strategic Relationship Management at John Hancock Retirement. Dave Richards holds a Bachelor's degree in Finance and Economics @ The University of Texas at Dallas. With a robust skill set that includes 401k, Series 63, Financial Services, Mutual Funds, Retirement and more. Dave Richards has 2 emails and 1 mobile phone numbers on RocketReach.
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