Rob Rickey Email & Phone Number
Chief Growth Officer @ StraightLine
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Rob Rickey Location
- Massapequa Park, NY, US
Rob Rickey Work
- 2023 -now Chief Growth Officer @
- 2022 -2023 Strategic Business Consultant @
- 2023 -now Principal @ TruNor Consulting and Coaching Services
- 2010 -2022 Managing Director and Head of Advisor Services and Senior Director – Advisor Services @
- 2006 -2010 Director, Advisor Services @
- 1999 -2006 Business Development Manager @
- 1997 -1999 Individual Pension Consultant @
- 1995 -1997 Financial Advisor @ Dreyfus Service Corporation
- 1992 -1995 Investment Representative @ Dreyfus Service Corporation
Rob Rickey Education
- Hofstra University
MBA (MBA, Banking and Finance)
1995-2000 - Long Island University
BA (BA, Economics)
1987-1991
Rob Rickey Skills
- Executive Leadership
- Business Strategy
- Financial Advisory
- Personal Financial Planning
- Analytical Skills
- Guaranteed Lifetime Income
- General Securities Principal
- Business Requirements
- Technical Writing
- Exceed Sales Goals
- Public Speaking
- Sales Management
- Annuity Sales
- Investments
- RIAs
- Project Management
- Product Development
- Key Client Relationships
- Business Case Development
- Risk Management
- Sales & Marketing
- Presentation Skills
- Sales Operations
- Customer Relationship Management (CRM)
- Customer Service
- Fiduciary
- 403(b) Plans
- Retirement Income Strategies
- Retirement Planning
- Coaching
- Time Management
- P&L Management
- Leadership
- Business Development
- Project Leadership
- Wealth Management
- Strategic Financial Planning
- Retirement
- Series 63
- Investment Advisory
- Mutual Funds
- Financial Services
- Fixed Annuities
- Series 7
- Portfolio Management
- Investment Strategies
- Asset Allocation
- Asset Managment
- Strategy
- Alternative Investments
- 401k
- Securities
- Financial Planners
- Pensions
- IRAs
- ETFs
- Personal Finance
- Investment Management
- Finance
- Wealth Management Services
- High Net Worth Individuals
- Wealth
- Asset Management
- Financial Planning
- Management
- Sales
- Strategic Planning
- Infrastructure
- Microsoft Excel
- Research
- Energy
- Private Equity
Rob Rickey Summary
- Rob Rickey, based in Massapequa Park, NY, US, is currently a Chief Growth Officer at StraightLine. Rob Rickey brings experience from previous roles at StraightLine, TruNor Consulting and Coaching Services, TIAA and TIAA-CREF. Rob Rickey holds a 1995 - 2000 MBA in MBA, Banking and Finance @ Hofstra University. With a robust skill set that includes Executive Leadership, Business Strategy, Financial Advisory, Personal Financial Planning, Analytical Skills and more. Rob Rickey has 2 emails and 2 mobile phone numbers on RocketReach.
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