Rick Schofield Email & Phone Number
Executive Director @ Money Concepts
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Rick Schofield Location
- Bradenton, FL, US
Rick Schofield Work
- 2005 -now Executive Director @
- 2000 -2018 Million Dollar Round Table Qualifier @
- 2001 -2007 Board Member @ YMCA of Greater Indianapolis
- 1992 -2005 Platinum Financial Advisor @
- 1999 -2005 Board Member @
- 1982 -1985 Gym Manager @
Rick Schofield Education
- The American College
ChFC,Chartered Financial Consultant (Finance and Financial Management Services)
1994-1996 - University of Southern Indiana
Bachelor of Science (Business Management)
1981-1985 - William Henry Harrison High School- Evansville
Diploma (College Prep)
1976-1980 - The American College
CLU, Certifield Life Underwriter (Insurance)
2014
Rick Schofield Skills
- Small Business
- Strategic Financial Planning
- Retirement
- Finance
- Wealth Management
- Retirement Planning
- Investments
- Financial Advisory
- Mutual Funds
- Estate Planning
- Insurance
- 401k
- Portfolio Management
- Investment Advisory
- Long-term Care
- Asset Management
- Series 7
- Wealth
- Series 63
- IRAs
- Investment Strategies
- Asset Allocation
- Financial Planners
- Wealth Management Services
- Fixed Annuities
- Financial Planning
- Leadership
- Finra
- Long Term Care Insurance
- Business Strategy
- Long Term Care
- Marketing
- Strategy
- Project Management
- Strategic Planning
- PowerPoint
- Dutch
Rick Schofield Summary
- Rick Schofield, based in Bradenton, FL, US, is currently a Executive Director at Money Concepts. Rick Schofield brings experience from previous roles at MDRT, YMCA of Greater Indianapolis, American Express and Fishers Chamber of Commerce. Rick Schofield holds a 1994 - 1996 ChFC,Chartered Financial Consultant in Finance and Financial Management Services @ The American College. With a robust skill set that includes Small Business, Strategic Financial Planning, Retirement, Finance, Wealth Management and more. Rick Schofield has 1 emails and 2 mobile phone numbers on RocketReach.
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Patrick Edwards
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