Rick Simonetti Location
Tampa, FL, US
Rick Simonetti Work
- 2022 - now CEO and Head of Wealth Planning @ Fidelis Capital Partners
- 2024 - now Advisory Board Member @ Forbes Advisor
- 2021 - 2022 Chief Strategy Officer @ Private Wealth Asset Management
- 2021 - 2021 Wealth Planning and Client Experience Consultant @ Fifth Third Private Bank
- 2020 - 2021 Senior Managing Director @ Wells Fargo
- 2019 - 2020 Head of Wealth Planning @ Wells Fargo
- 2012 - 2020 Regional Managing Director @ Wells Fargo
- 1999 - 2012 Senior Director of Planning @ Wells Fargo
- 1988 - 1999 Senior Tax Manager @ Deloitte
Rick Simonetti Education
- The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science (B.S.) (Accounting)
1983 - 1988
Rick Simonetti Skills
- Project Management
- Collaborative Leadership
- Cross-team Collaboration
- Interdisciplinary Collaboration
- Cross-functional Collaborations
- Communication
- Presentation Development
- Consensus Building
- Wealth Management
- Strategic Financial Planning
Rick Simonetti Summary
Rick Simonetti, based in Tampa, FL, US, is currently a CEO and Head of Wealth Planning at Fidelis Capital Partners. Rick Simonetti brings experience from previous roles at Forbes Advisor, Private Wealth Asset Management, Fifth Third Private Bank and Wells Fargo. Rick Simonetti holds a 1983 - 1988 Bachelor of Science (B.S.) in Accounting @ The Ohio State University - The Max M. Fisher College of Business. With a robust skill set that includes Project Management, Collaborative Leadership, Cross-team Collaboration, Interdisciplinary Collaboration, Cross-functional Collaborations and more. Rick Simonetti has 6 emails and 2 mobile phone numbers on RocketReach.
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Top Fidelis Capital Partners Employees
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Matthew Ellis
Founding Partner, President at Fidelis Capital Partners
Charlotte, NC, US1 -
25+
-
Aaron Wall
Partner, Portfolio Manager at Fidelis Capital Partners
Washington, DC, US44 -
21
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