Expertise

Client relationship manager for Midwest Advisors’ Trust Investment Solutions

Experience

With over 25 years experience in the financial services industry, Richard recently served as a director, relationship management at Charles Schwab Workplace Financial Services, where he managed strategic client relationships within the stock plan services group. Prior to that role, he served as the business development officer for Schwab Compliance Solutions and Designated Brokerage Services.

Education

MBA in Finance, University of Connecticut

BS in Molecular and Cell Biology, University of Connecticut