Scope of Service Experience
Specializes in Commercial Real Estate and Investments
Background & Experience
With over 25 years of experience in the financial services sector, Richard brings a wealth of knowledge in advising institutional clients across a diverse range of assets. His expertise as a broker and adviser extends to global stock and bond markets, financial and commodity futures, derivatives, currencies, alternative investments, compliance, risk management and commercial real estate.
Professional Associations & Designations
Series 7, 65, 24, 3, SIE, 2-15
- University of Florida
- Bachelor of Science Business Administration (BSBA) with a major in finance