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
- Partner and Senior Vice President - Simplicity Wealth @ (September 2021 - Present)
- Executive Vice President - Head of Sales @ (August 2016 - March 2022)
- National Sales Executive @ (December 2015 - July 2016)
- National Sales @ (April 2013 - November 2015)
- Managing Partner @ Stingray Consulting LLC (October 2012 - April 2013)
- Executive Vice President @ (November 2004 - September 2012)
- Sales Executive @ (May 2003 - November 2004)
- Sales Executive and Management Team Member @ (October 1999 - January 2003)
- Sales Executive @ (September 1996 - October 1999)
- Sales Executive @ (January 1987 - September 1996)
Rich Conley Education
- Virginia Tech
BA (Economics)
1980-1984 - Gill School 1970-1980
Rich Conley Skills
- 401k
- Alternative Investments
- Asset Allocation
- Asset Management
- Banking
- Business Development
- CRM
- Cash Management
- Customer Relationship Management (CRM)
- ETFs
- Equities
- Executive Management
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Fund Of Funds
- Hedge Funds
- High Net Worth Individuals
- IRAs
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Management
- Managing Accounts
- Money Managers
- Mutual Funds
- New Business Development
- Portfolio Management
- Private Banking
- Private Equity
- Relationship Building
- Relationship Management
- SMA
- Sales
- Securities
- Separately Managed Accounts
- Software Installation
- Strategic Financial Planning
- Strategic Planning
- Strategy
- TAMP (Turnkey Asset Mgt Platform)
- Unified Managed Accounts
- Wealth
- Wealth Management
- Wealth Management Services
- Wrap Accounts
- 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 Tech. With a robust skill set that includes 401k, Alternative Investments, Asset Allocation, Asset Management, Banking and more. Rich Conley has 2 emails and 1 mobile phone numbers on RocketReach.
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