Dave Richards Email & Phone Number
Vice President, Strategic Relationship Management @ Manulife John Hancock Investments and Retirement
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Dave Richards Location
- Texas, United States
Dave Richards Work
- 2021 -now Vice President, Strategic Relationship Management @
- 2019 -2021 Vice President, Strategic Client Relations @ GIACT
- 2017 -2019 Field Vice President, Plan Sponsor Services @
- 2011 -2016 Communications Consultant @
- 2006 -2011 Managing Director @
- 2005 -2006 Senior International Consultant @
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 brings experience from previous roles at GIACT, Charles Schwab and Fidelity Investments. 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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