2012 -2014 National Sales Manager and Wealth Advisor @ Christenson Wealth Management
2011 -2012 Wealth Advisor @ The Delp Company
2005 -2011 Principal @ Estate Capital Funding
2002 -2005 CFO and COO @ Kiesler Enterprises
1984 -2001 CFO and VP of Operations @ Baker Bros. Flooring
1981 -1984 Auditor @ Arthur Andersen & Co.
Ric Jones Education
Baylor University - Hankamer School of Business
BBA (Accounting)
1977-1981
Ric Jones Skills
Series 63
Wealth Management Services
Cash Management
Risk Management
Series 65
Life Insurance
Property and Casualty Insurance
Marketing
Investment Strategies
Financial Services
Real Estate Investment
Auditing
Wealth
Estate Planning
CPA
Strategic Planning
Financial Planning
Financial Analysis
Equities
Retirement
Financial Planners
401k
Personal Finance
Financial Advisory
Investments
Securities
Business Strategy
Project Management
Fixed Annuities
Wealth Management
Portfolio Management
Financial Reporting
Insurance
Small Business
Strategic Financial Planning
Due Diligence
High Net Worth Individuals
Retirement Planning
Customer Service
Strategy
Finance
Accounting
Ric Jones Summary
Ric Jones, based in Mesa, AZ, US, is currently a Chief Financial Officer at RM Interiors. Ric Jones brings experience from previous roles at Christenson Wealth Management, The Delp Company, Estate Capital Funding and Kiesler Enterprises. Ric Jones holds a 1977 - 1981 BBA in Accounting @ Baylor University - Hankamer School of Business. With a robust skill set that includes Series 63, Wealth Management Services, Cash Management, Risk Management, Series 65 and more. Ric Jones has 3 emails and 2 mobile phone numbers on RocketReach.
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