Authorized Officer
Senior Wealth Strategy Associate
Richard has a history of providing exemplary service to clients and Financial Advisors through effective account administration. He started his career at Citigroup, where he has experience working with high-net-worth individuals and families. He has a passion for customer support and works as a conduit for advisors and clients to ensure client transactions are accurate and compliant.
With clients, Richard has noticed an increasing demand for knowledgeable administration of retirement plans for businesses and their employees. As a Chartered Retirement Plan Specialist (CRPS), Richard can help business owners and employees to maximize retirement plan benefits.
Richard holds Series 7 and 66 licenses and graduated from UCLA. In his leisure time, Richard enjoys watching sports, listening to music from the 90s, and playing with his dog, Bruce. He is also a member of the Pasadena Tournament of Roses where he has helped to ensure the success of the Rose Parade since 2013.
Education
Credentials
Authorized Officer
Senior Wealth Strategy Associate
Richard has a history of providing exemplary service to clients and Financial Advisors through effective account administration. He started his career at Citigroup, where he has experience working with high-net-worth individuals and families. He has a passion for customer support and works as a conduit for advisors and clients to ensure client transactions are accurate and compliant.
With clients, Richard has noticed an increasing demand for knowledgeable administration of retirement plans for businesses and their employees. As a Chartered Retirement Plan Specialist (CRPS), Richard can help business owners and employees to maximize retirement plan benefits.
Richard holds Series 7 and 66 licenses and graduated from UCLA. In his leisure time, Richard enjoys watching sports, listening to music from the 90s, and playing with his dog, Bruce. He is also a member of the Pasadena Tournament of Roses where he has helped to ensure the success of the Rose Parade since 2013.
Education
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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