Richard Ina's Location
Franklin, TN, US
Richard Ina's Work
- Partner @ NewEdge Wealth
- Managing Director-Wealth Management @ New York Fitness
- Sr. Vice President - Wealth Management @ Smith Barney/Merrill Lynch - Bank of America/Wells Fargo
- Auditor @ Deloitte
Richard Ina's Education
- John Carroll University
B.S.B.A. (Accounting)
- College for Financial Planning
(Accredited Asset Management Specialist)
- College for Financial Planning
(Certified Financial Manager)
Richard Ina's Skills
- Microsoft Word
- Strategic Planning
- Finance
- Business Development
- Strategy
- Strategic Financial Planning
Richard Ina's Summary
Richard Ina, based in Franklin, TN, US, is currently a Partner at NewEdge Wealth, bringing experience from previous roles at UBS, Smith Barney/Merrill Lynch - Bank of America/Wells Fargo and Deloitte & Touche. Richard Ina holds a B.S.B.A. in Accounting @ John Carroll University. With a robust skill set that includes Microsoft Word, Strategic Planning, Finance, Business Development, Strategy and more, Richard Ina contributes valuable insights to the industry. Richard Ina has 2 emails on RocketReach.
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