Rick Shoff Email & Phone Number
Managing Director, Advisor Support Group @ CAPTRUST
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Rick Shoff Location
- Doylestown, PA, US
Rick Shoff Work
- Managing Director, Advisor Support Group @ (January 2006 - Present)
- Founder and Chief Executive Officer @ Plan Advisory Services, Inc. (January 1991 - December 2006)
- Account Executive @ Noble Lowndes (January 1989 - January 1991)
Rick Shoff Education
- Lebanon Valley College
Bachelor of Science (B.S.) (Business Administration)
1979-1983
Rick Shoff Skills
- 401(k)
- Advisor Transition & Succession Planning
- Investment Advisory
- Non-Qualified Deferred Compensation
- Pensions
- Practice Management
- Qualified Retirement Plans
- Non Qualified Deferred
- Account Management
- Training
- Advisor Transition and Succession Planning
- 401k
- Marketing
- Advisor Transition
- Qualified Retirement
- Non Qualified Deferred Compensation
Rick Shoff Summary
- Rick Shoff, based in Doylestown, PA, US, is currently a Managing Director, Advisor Support Group at CAPTRUST. Rick Shoff brings experience from previous roles at Plan Advisory Services, Inc. and Noble Lowndes. Rick Shoff holds a 1979 - 1983 Bachelor of Science (B.S.) in Business Administration @ Lebanon Valley College. With a robust skill set that includes 401(k), Advisor Transition & Succession Planning, Investment Advisory, Non-Qualified Deferred Compensation, Pensions and more. Rick Shoff has 2 emails and 2 mobile phone numbers on RocketReach.
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