Rick Cundey Email & Phone Number
Managing Director @ Choreo
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Rick Cundey Location
- Augusta, GA, US
Rick Cundey Work
- 2025 -now Managing Director @
- 2023 -2025 Senior Director @
- 2004 -2022 Senior Financial Advisor @ Cherry Bekaert Wealth Management LLC
Rick Cundey Education
- Augusta State University
Specialist Degree (Educational Leadership and Administration, General)
1988-1990 - Augusta University
Master's degree (Educational Leadership and Administration, General)
1986-1988 - The University of Georgia
Bachelor of Science (B.S.) (Education)
1980-1982
Rick Cundey Skills
- Multi-generational wealth transfer
- Certified Financial Planner
- Defined Benefit
- 401(k) Retirement Savings Plans
- Customer Service
- Investment Strategies
- Intergenerational Wealth Transfer
- Microsoft Office
- Budgets
- Sales
- Business Analysis
- Management
Rick Cundey Summary
- Rick Cundey, based in Augusta, GA, US, is currently a Managing Director at Choreo. Rick Cundey brings experience from previous roles at Choreo and Cherry Bekaert Wealth Management LLC. Rick Cundey holds a 1988 - 1990 Specialist Degree in Educational Leadership and Administration, General @ Augusta State University. With a robust skill set that includes Multi-generational wealth transfer, Certified Financial Planner, Defined Benefit, 401(k) Retirement Savings Plans, Customer Service and more. Rick Cundey has 3 emails and 1 mobile phone numbers on RocketReach.
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