Rich Conley Email & Phone Number
Partner and Senior Vice President - Simplicity Wealth @ Simplicity Group
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Rich Conley Location
- Tallahassee, FL, US
Rich Conley Work
- 2021 -now Partner and Senior Vice President - Simplicity Wealth @
- 2016 -2022 Executive Vice President - Head of Sales @
- 2015 -2016 National Sales Executive @
- 2013 -2015 National Sales @
- 2012 -2013 Managing Partner @ Stingray Consulting LLC
- 2004 -2012 Executive Vice President @
- 2003 -2004 Sales Executive @
- 1999 -2003 Sales Executive and Management Team Member @
- 1996 -1999 Sales Executive @
- 1987 -1996 Sales Executive @
Rich Conley Education
- Virginia Polytechnic Institute and State University
BA (Economics)
1980-1984 - Gill School 1970-1980
Rich Conley Skills
- Investments
- Financial Services
- Securities
- Portfolio Management
- Investment Advisory
- Separately Managed Accounts
- Business Development
- Investment Management
- Banking
- Management
- Asset Allocation
- Asset Management
- Wealth Management
- ETFs
- Investment Strategies
- Mutual Funds
- Finance
- Relationship Management
- Wealth Management Services
- New Business Development
- Strategic Financial Planning
- Financial Advisory
- Financial Planning
- CRM
- High Net Worth Individuals
- Hedge Funds
- Private Banking
- Wealth
- Fund Of Funds
- Equities
- Private Equity
- Alternative Investments
- Sales
- Unified Managed Accounts
- SMA
- Wrap Accounts
- Money Managers
- Cash Management
- IRAs
- Executive Management
- Managing Accounts
- 401k
- Software Installation
- Relationship Building
- Strategic Planning
- Customer Relationship Management (CRM)
- Strategy
- TAMP (Turnkey Asset Mgt Platform)
- Microsoft Office
- Tamp Turnkey Asset Mgt Platform
- Change Management
- Sungard
- Customer Relationship Management Crm
- Customer Relationship Management
- Tamp
Rich Conley Summary
- Rich Conley, based in Tallahassee, FL, US, is currently a Partner and Senior Vice President - Simplicity Wealth at Simplicity Group. Rich Conley brings experience from previous roles at Sawtooth Solutions, FIS, SunGard and Stingray Consulting LLC. Rich Conley holds a 1980 - 1984 BA in Economics @ Virginia Polytechnic Institute and State University. With a robust skill set that includes Investments, Financial Services, Securities, Portfolio Management, Investment Advisory and more. Rich Conley has 2 emails and 1 mobile phone numbers on RocketReach.
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