Rick Bozzelli Email & Phone Number
Chairman, President, and CEO (Retired) @ Transportation Alliance Bank, Inc. D/B/a Tab Bank (Past)
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Rick Bozzelli Location
- Park City, UT, US
Rick Bozzelli Work
- 2015 - 2022 Board Director for Family Offices and Operating Companies @
- 2019 - 2024 Chairman, President, and CEO (Retired) @
- 2015 - 2022 CFO and Treasurer (Retired) @
- 2013 - 2014 Co-Founder and Managing Director @ Capstone Capital, Inc.
- 2010 - 2013 President, CEO and Founder @ Carter Capital Advisors
- 1987 - 2010 VP and CFO (Retired) @ EBSCO Industries, Inc.
- 1987 - 1997 Board of Directors, CFO @ Alabama Bancorp
- 1983 - 1987 Audit Manager @
- 1980 - 1983 Audit Supervisor @ Peat, Marwick & Mitchell
Rick Bozzelli Education
- NYU Stern School of Business
(International Tax)
1990 - 1990 - Birmingham-Southern College
(Executive in Residence)
1986 - 1986 - The University of Alabama
BS (Accounting)
1977 - 1980 - John Carroll High School 1972 - 1976
Rick Bozzelli Skills
- Mergers
- Due Diligence
- Strategy
- Finance
- Corporate Finance
- Strategic Partnerships
- Treasury
- Mergers & Acquisitions
- Risk Management
- Tax
- Business Strategy
- Contract Negotiation
- Budgets
- Leadership
- Analysis
- Financial Analysis
- Investments
- Start-ups
- Strategic Planning
- Management
- Executive Management
- Business Planning
- Accounting
- Banking
- Private Equity
- Financial Modeling
- Start Ups
- Business Development
- Entrepreneurship
- Microsoft Excel
- Customer Service
- Financial Reporting
- Mergers and Acquisitions
- Training
- Sales
- Public Speaking
Rick Bozzelli Summary
- Rick Bozzelli, based in Park City, UT, US, was previously a Chairman, President, and CEO (Retired) at Transportation Alliance Bank, Inc. D/B/a Tab Bank. Rick Bozzelli brings experience from previous roles at Transportation Alliance Bank, Inc. D/B/a Tab Bank, FJ Management, Capstone Capital, Inc. and Carter Capital Advisors. Rick Bozzelli holds a 1990 - 1990 NYU Stern School of Business. With a robust skill set that includes Mergers, Due Diligence, Strategy, Finance, Corporate Finance and more. Rick Bozzelli has 1 emails and 5 mobile phone numbers on RocketReach.
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Ricky Bozzelli
Director of Capital Markets
New York, NY, US
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