Rick Berta Email & Phone Number
VP, Eastern Divisional Leader @ LPL Financial
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Rick Berta Location
- Traverse City, MI, US
Rick Berta Work
- 2025 - now VP, Eastern Divisional Leader @
- 2013 - 2025 Program Manager @
- 2012 - 2013 Financial Advisor @
- 2007 - 2012 Financial Advisor and Retail Investment Officer @
Rick Berta Education
- University of Wisconsin-Eau Claire
Bachelor of Arts (B.A.) (Journalism/Advertising)
Rick Berta Skills
- Microsoft Office
- Management
- Microsoft Excel
- Microsoft Word
- PowerPoint
- Sales
- Leadership
- Training
- New Business Development
- Finance
- Marketing
- Financial Analysis
Rick Berta Summary
- Rick Berta, based in Traverse City, MI, US, is currently a VP, Eastern Divisional Leader at LPL Financial. Rick Berta brings experience from previous roles at CUSO Financial Services, LP and PNC Investments. Rick Berta holds a Bachelor of Arts (B.A.) in Journalism/Advertising @ University of Wisconsin-Eau Claire. With a robust skill set that includes Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint and more. Rick Berta has 3 emails and 3 mobile phone numbers on RocketReach.
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