Rick Beard Email & Phone Number
Managing Director
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Rick Beard Location
- St. Louis, MO, US
Rick Beard Work
- Managing Director @ Cardinal Investment Advisors, LLC (September 2001 - Present)
- Managing Director @ Summit Strategies (February 1996 - September 2001)
- Lieutenant, Captain @ 11th Armored Cavalry Regiment, US Army Europe (March 1983 - August 1987)
- Senior Manager @ (September 1989 - February 1996)
Rick Beard Education
- Harvard Business School
MBA (Charlie's Kitchen)
1987-1989 - United States Military Academy at West Point
Bachelor of Science (B.S.) (National Security and Public Affairs)
1978-1982
Rick Beard Skills
- Management
- Investment Banking
- Strategic Financial Planning
- Financial Services
- Insurance
- Leadership
- Financial Modeling
- Hedge Funds
- Financial Analysis
- Asset Managment
- Process Improvement
- Asset Allocation
- Strategic Planning
- New Business Development
- Portfolio Management
- Customer Service
- Alternative Investments
- Equities
- Mergers & Acquisitions
- Private Equity
- Due Diligence
- Fixed Income
- Capital Markets
- Risk Management
- Investments
- Corporate Finance
- Public Speaking
- Investment Advisory
- Asset Management
- Investment Management
- Securities
- Mutual Funds
- Wealth Management
- Investment Strategies
- Bonds
- Trading
- Business Strategy
- Strategic Financial
- Mergers and Acquisitions
Rick Beard Summary
- Rick Beard, based in St. Louis, MO, US, is currently a Managing Director at Cardinal Investment Advisors, LLC. Rick Beard brings experience from previous roles at Summit Strategies, 11th Armored Cavalry Regiment, US Army Europe and Price Waterhouse. Rick Beard holds a 1987 - 1989 MBA in Charlie's Kitchen @ Harvard Business School. With a robust skill set that includes Management, Investment Banking, Strategic Financial Planning, Financial Services, Insurance and more.
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