Rick Claypoole Email & Phone Number
COO and President of SaaS Solutions @ OptimaFI
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Rick Claypoole Location
- Birmingham, AL, US
Rick Claypoole Work
- 2026 -now COO and President of SaaS Solutions @
- 2023 -2026 Chief Operating Officer @
- 2018 -2024 Manging Partner, Director of Client Strategies @
- 2024 -2026 Chief Financial Officer @
- 2016 -2019 Owner, Management Consultant @ Vertical Views Consulting
- 2018 -2019 Management Consultant @
- 2016 -2018 CMO, and Board Advisor @
- 2011 -2016 SVP, Retail Product Management and Marketing @
- 2006 -2011 Executive Vice President @ BBVA Compass, Retail Banking
- 2005 -2006 Vice President, Product Manager @ National City Corp
- 2003 -2005 Vice President, Product Manager @ PNC Bank, Regional Community Banking
- 1998 -2003 VP, Finance Department, Senior Analyst @
- 1994 -1998 Credit Examiner @
Rick Claypoole Education
- Wharton Business School & BBVA
Building a Customer-Centric Organization (Building a Customer-Centric Organization)
2011-2011 - Center for Creative Leadership
Executive Leadership Program (Executive Leadership Program)
2010-2010 - Stonier Graduate School of Banking 2008-2010
- Robert Morris University
Master, Business Administration (Business Administration)
1999 - Indiana University of Pennsylvania
Bachelor of Science, Business Administration; Finance (Business Administration; Finance)
1989-1993 - Indiana University of Pennsylvania
Bachelor of Business Administration, Accounting and Finance
Rick Claypoole Skills
- Credit Analysis
- Financial Analysis
- Financial Reporting
- Segmentation
- Asset Allocation
- Product Management
- CRM
- Data Analysis
- Market Research
- Product Marketing
- Strategy
- Strategic Planning
- Start-ups
- Banking
- Marketing Strategy
- Leadership
- Product Development
- Retail Banking
- Analysis
- Entrepreneurship
- Financial Services
- Business Strategy
- Mergers & Acquisitions
- Business Development
- Management
- Program Management
- Portfolio Management
- Forecasting
- Marketing
- Finance
- Executive Management
- Credit
- Small Business Lending
- Budgets
- Business Planning
- Loans
- Risk Management
- Commercial Banking
- Consumer Lending
- Financial Risk
- Commercial Lending
- Treasury Management
- Lines Of Credit
- Due Diligence
- Relationship Management
- Cash Management
- Credit Cards
- Mortgage Lending
- Deposits
- Cross Selling
- Mergers and Acquisitions
- Start Ups
- Research
- Project Management
- Sales
Rick Claypoole Summary
- Rick Claypoole, based in Birmingham, AL, US, is currently a COO and President of SaaS Solutions at OptimaFI. Rick Claypoole brings experience from previous roles at OptimaFI and Vertical Views Consulting. Rick Claypoole holds a 2011 - 2011 Building a Customer-Centric Organization in Building a Customer-Centric Organization @ Wharton Business School & BBVA. With a robust skill set that includes Credit Analysis, Financial Analysis, Financial Reporting, Segmentation, Asset Allocation and more. Rick Claypoole has 2 emails and 1 mobile phone numbers on RocketReach.
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