David Ricci Email & Phone Number
Regional Vice President @ Mercer Advisors
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David Ricci Location
- Scottsdale, AZ, US
David Ricci Work
- Regional Vice President @ (August 2023 - Present)
- Wealth Management Client Executive @ (December 2022 - August 2023)
- High Net Worth Financial Advisor Manager @ (March 2021 - November 2022)
- Senior Financial Advisor @ (October 2019 - March 2021)
- Financial Consultant @ (March 2018 - September 2019)
- Investment Consultant @ (March 2017 - March 2018)
- Senior Manager, Workplace Planning and Advice @ (January 2016 - March 2017)
- Service Delivery Manager @ (November 2013 - January 2016)
- Defined Contributions Representative and Team Lead @ (August 2012 - November 2013)
- President @ Mi Casa Home Health Care, LLC (September 2011 - August 2012)
David Ricci Education
- Colorado State University
Bachelor's degree (Economics)
David Ricci Skills
- Sales Enablement
- Sales
- Team Management
- Customer Relationship Management (CRM)
- Relationship Development
- Client Services
- Pricing Negotiations
- Business Planning
- Presentations
- Fiduciary
- Executive Visibility
- Business Relationship Management
- 63 Licenses
- Financial Planning
- Management
- Operations Management
- Sales Management
- Organizational Leadership
- Entrepreneurship
- Financial Education
- series 66
- Risk Management
- Customer Service
- Trading
- Leadership
- Strategic Planning
- Vendor Management
David Ricci Summary
- David Ricci, based in Scottsdale, AZ, US, is currently a Regional Vice President at Mercer Advisors. David Ricci brings experience from previous roles at Vanguard and Fidelity Investments. David Ricci holds a Bachelor's degree in Economics @ Colorado State University. With a robust skill set that includes Sales Enablement, Sales, Team Management, Customer Relationship Management (CRM), Relationship Development and more. David Ricci has 4 emails and 1 mobile phone numbers on RocketReach.
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