Tim Rickey Email & Phone Number

Wealth Advisor @ The Zandbergen Group

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Tim Rickey Location

Newport Beach, CA, US

Tim Rickey Work

2023 - now Wealth Advisor @ The Zandbergen Group
2021 - 2023 Associate Private Wealth Advisor @ Luminate Wealth Management & Insurance Services | Private Client Group | Northwestern Mutual
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2020 - 2021 Vice President @ Apex Investment Planning Services, LLC - ( Wells Fargo FiNet)

2017 - 2020 Registered Client Service Associate @ Apex Investment Planning Services, LLC ( Wells Fargo FiNet)

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Tim Rickey Education

California State University-Long Beach - College of Business Administration
Bachelor’s Degree (Finance and Financial Management Services)
2014 - 2017

Tim Rickey Skills

Financial Analysis
Microsoft Excel
Data Analysis

Process Improvement
Project Management
Microsoft Office
Social Media
Interpersonal Communication
Google Docs

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Tim Rickey Summary

Tim Rickey, based in Newport Beach, CA, US, is currently a Wealth Advisor at The Zandbergen Group. Tim Rickey brings experience from previous roles at Luminate Wealth Management & Insurance Services, Apex Investment Planning Services, LLC - ( Wells Fargo FiNet) and Apex Investment Planning Services, LLC ( Wells Fargo FiNet). Tim Rickey holds a 2014 - 2017 Bachelor’s Degree in Finance and Financial Management Services @ California State University-Long Beach - College of Business Administration. With a robust skill set that includes Financial Analysis, Microsoft Excel, Data Analysis, Process Improvement, Project Management and more. Tim Rickey has 3 emails and 1 mobile phone numbers on RocketReach.

Tim Rickey Emails

Found 3 emails

Tim Rickey Phone Numbers

Found 2 phone numbers

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Tim Rickey

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