Lead Associate - Private Wealth Management @ (January 2009 - January 2012)
Investment Advisory Sales Consultant @ (January 2006 - January 2009)
Rick Shaughnessy Education
Monmouth University
Bachelor of Business Administration (B.B.A.) (Business, Management, Marketing, and Related Support Services '04)
2001-2004
Brick Memorial
Rick Shaughnessy Skills
Business Planning
Business Strategy
Community Service
Banking
Risk Management
College Education
Customer Service
Strategic Planning
Strategy
Employee Benefits
Protection Planning
Rick Shaughnessy Summary
Rick Shaughnessy, based in Belmar, NJ, US, is currently a Personal Financial Advisor at Intellectual Capital Group. Rick Shaughnessy brings experience from previous roles at Guardian Life, UBS Private Wealth Management and UBS Wealth Management. Rick Shaughnessy holds a 2001 - 2004 Bachelor of Business Administration (B.B.A.) in Business, Management, Marketing, and Related Support Services '04 @ Monmouth University. With a robust skill set that includes Business Planning, Business Strategy, Community Service, Banking, Risk Management and more. Rick Shaughnessy has 1 emails on RocketReach.
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