Rick Burdick Email & Phone Number
Regional Vice President @ Catalyst Funds
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Rick Burdick Location
- Tampa, FL, US
Rick Burdick Work
- Regional Vice President @ (October 2018 - Present)
- Regional Vice President @ (July 2016 - September 2018)
- Regional Director @ (August 2013 - July 2016)
- External Wholesaler @ (January 2003 - October 2012)
- Divisional Sales Manager @ (June 1999 - December 2002)
- External Wholesaler @ (November 1993 - December 1999)
Rick Burdick Education
- Bentley University
Bachelor of Science (B.S.) (Finance)
1988-1991
Rick Burdick Skills
- Mutual Funds
- Series 7
- Fixed Annuities
- Series 63
- Asset Allocation
- Investments
- Wealth Management
- Alternative Investments
- Securities
- Retirement
- Retirement Planning
- Separately Managed Accounts
- 401k
- Insurance
- Variable Annuities
- Financial Services
- Financial Planning
- Series 6
- Financial Advisory
- Asset Management
- Research
- Sales
- Separately Managed
- Public Speaking
- Marketing
Rick Burdick Summary
- Rick Burdick, based in Tampa, FL, US, is currently a Regional Vice President at Catalyst Funds. Rick Burdick brings experience from previous roles at Steadfast Companies, WealthVest, Prudential Financial and American Skandia Marketing, Inc.. Rick Burdick holds a 1988 - 1991 Bachelor of Science (B.S.) in Finance @ Bentley University. With a robust skill set that includes Mutual Funds, Series 7, Fixed Annuities, Series 63, Asset Allocation and more. Rick Burdick has 2 emails and 4 mobile phone numbers on RocketReach.
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