Matthew Rick Email & Phone Number
Executive Director - Market Director of Wealth @ J.P. Morgan
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Matthew Rick Location
- United States
Matthew Rick Work
- 2026 -now Executive Director - Market Director of Wealth @
- 2023 -2026 Financial Advisor Manager @ TD Private Client Wealth
- 2022 -2023 Vice President, Client Relationship Manager @
- 2017 -2022 Vice President, Merrill Market Leader @
- 2014 -2017 Vice President, Sales Leader, Private Client Group @
- 2012 -2014 Vice President, Financial Specialist Team Manager @
- 2010 -2012 Vice President, Financial Solutions Team Manager @
- 2008 -2010 Assistant Vice President, Associate Administrative Manager @
- 2006 -2008 Assistant Vice President, Beyond Banking Relationship Manager @
Matthew Rick Education
- Jacksonville University
Master of Business Administration (MBA) (Leadership)
- Oakland University
Bachelor of Science (BS) (Finance, General)
Matthew Rick Skills
- Wealth Management
- Investments
- Risk Management
- Strategic Planning
- Relationship Management
- Client Relationships Strengthening
- New Client Acquisitions
- Sales
- Sales Management
- Leadership
- Team Leadership
- Leadership Development
- Cross-functional Team Leadership
- Thought Leadership
- Marketing
- Public Speaking
- Easily Adaptable
- Consultative Coach
- Core Banking
- Situational Sales Negotiation
- Winning Others Over
- Maximizer
- Competition
- Futurism
- Strategy
- High Achiever
Matthew Rick Summary
- Matthew Rick, based in United States, is currently a Executive Director - Market Director of Wealth at J.P. Morgan. Matthew Rick brings experience from previous roles at TD Private Client Wealth, Merrill Lynch, Bank of America Merrill Lynch and PNC Financial Services Group, Inc.. Matthew Rick holds a Master of Business Administration (MBA) in Leadership @ Jacksonville University. With a robust skill set that includes Wealth Management, Investments, Risk Management, Strategic Planning, Relationship Management and more. Matthew Rick has 4 emails and 3 mobile phone numbers on RocketReach.
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