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Rick Winters Location
Concord, MA, US
Rick Winters Work
2011 -now Partner, Senior Wealth Advisor @
2001 -now Vice President @
2007 -2011 Sales Manager @
2000 -2001 Personal Financial Advisor @
Rick Winters Education
Marist University
BSBA (Marketing & Finance)
1996-2000
Immaculata High School 1992-1996
Rick Winters Skills
Investments
Retirement Planning
Series 7
Finance
Investment Strategies
Estate Planning
Investment Management
Risk Management
Relationship Management
Mutual Funds
Rick Winters Summary
Rick Winters, based in Concord, MA, US, is currently a Vice President at RWA Wealth Partners. Rick Winters brings experience from previous roles at RWA Wealth Partners, Adviser Investments and American Express Financial Advisors. Rick Winters holds a 1996 - 2000 BSBA in Marketing & Finance @ Marist University. With a robust skill set that includes Investments, Retirement Planning, Series 7, Finance, Investment Strategies and more. Rick Winters has 4 emails and 4 mobile phone numbers on RocketReach.
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