Rick Spence Email & Phone Number
Executive Vice President at SMA Services, Inc. @ Smart401k
5 free lookup(s).
Rick Spence Location
- Texas, United States
Rick Spence Work
- 2023 - now Executive Vice President at SMA Services, Inc. @
- 2013 - 2022 Regional Manager-Client Services @
- 2008 - 2011 Regional Vice President @
- 2007 - 2008 Regional Sales Director @
- 1992 - 1996 Financial Advisor @
- 2022 - now Vice President, Director of Administration @
- 2022 - 2022 Director of TPA Services @
- 2012 - 2013 Regional Vice President @ Beacon Capital Management
- 1996 - 2005 President and Owner @ National Pension Services, Inc.
- 1987 - 1990 Financial Consultant @ Shearson Lehman Brothers
Rick Spence Education
- The University of Texas at Arlington - College of Business
BBA (Finance)
1987 - 1990 - Weatherford College
A. (Agriculture Business)
1984 - 1986
Rick Spence Skills
- Defined Contribution
- Series 6
- 401k
- Annuities
- Retirement
- Series 63
- Retirement Planning
- Mutual Funds
- Defined Benefit
- Plan Design
- Investment Advisory
- Investments
- Securities
- Alternative Investments
- Wealth Management
- Asset Management
- Pensions
- Insurance
- Asset Allocation
- ERISA
- Consultative Selling
- ETFs
- Annuity
- Compliance
- Series 65
- Executive Compensation Planning
- Deferred Compensation
- Sales Compensation Planning
- QuickBooks
- Employee Benefits
- Benefits Administration
- Benchmarking
- Sales Management
- Client Development
- Manage Client Relationships
- Key Account Development
- Separately Managed Accounts
- Separate Accounts
- Selling
- Business Planning
- Fixed Annuities
- Retirement Plan Consulting
- Financial Planners
- Series 7
- IRAs
- FINRA
- Variable Annuities
- Profit Sharing
- Investment Strategies
- Financial Advisory
Rick Spence Summary
- Rick Spence, based in Texas, United States, is currently a Executive Vice President at SMA Services, Inc. at SMA Services Inc.. Rick Spence brings experience from previous roles at Ameritas, Transamerica, The Hartford and Merrill Lynch. Rick Spence holds a 1987 - 1990 BBA in Finance @ The University of Texas at Arlington - College of Business. With a robust skill set that includes Defined Contribution, Series 6, 401k, Annuities, Retirement and more. Rick Spence has 3 emails and 3 mobile phone numbers on RocketReach.
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Top Smart401k Employees
Rick Spence
Executive Vice President at SMA Services, Inc.
Texas, United States
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