Richard A. Vinci Email & Phone Number

Us

Strategic banking, capital markets, education, investment, M&A, private equity leader with the demonstrated ability to maximize stakeholder value. Proven domestic and international expertise at best of class organizations as a strategic thinker and trusted advisor working with senior management of public and private companies and family businesses to assess and execute value added banking, corporate finance and investment strategies including generational transfer, growth capital, financial advisory, leadership development, private equity, real estate, syndicated finance, succession planning and M&A.Industry domain and sector expertise includes Consumer & Industrial, Business Services, Education, Family Business, Financial Institutions, Healthcare, Real Estate and Technology.Pickwick Capital Partners, LLC helps complete high-priority transactions for exceptional middle-market companies and leading alternative investment funds. Our investment banking expertise enables clients to achieve their M&A and capital-raising objectives. Registered Representative – Securities offered through Pickwick Capital Partners LLC, member FINRA/ SIPC| FINRA Series 7, 22, 24, 62 and 63 CRD #281324045 Hamilton Avenue, Suite 1102, White Plains, NY 10601– (914) 358-3269https://www.axial.net/forum/advisor-100-the-most-referred-lmm-investment-banks-ma-advisors/

Chandler, Arizona, Us

Professor teaching MBA course in Investment Management. The course provides a rigorous introduction the theory and practice of investment management and corporate finance, covering the fundamental principles of asset valuation and financing that guide the field of finance as well as firm investing decisions. The course covers topics including time value of money and discounting cash flows; stock and bond valuation; asset pricing models; portfolio analysis and theory, diversification and risk management.

Principal Advisor to TrueNorth Lifesciences and Managing Director at Pickwick Capital Partners with over 30 years of capital raising, M&A, private equity investing, strategy, and transaction advisory experience.

Founded by Jacquelyn Campbell Vinci, President and Dr. Richard A. Vinci, Chairman | CEO in 1998, Luminosity Advisors LLC is a comprehensive strategic advisory, planning and consulting firm. Luminosity's experienced professionals offer a rare combination of creative planning and industry operational expertise. This distinctive core competency is enhanced by our tactical solutions and advanced execution skills to produce compelling results for our clients.M&A Advisor, the leading information publisher for middle-market mergers and acquisitions and finance selected Luminosity Advisors as a finalist for its Annual M&A Deal of the Year Awards in three categories including Corporate/Strategic Acquisition of the Year, Media, Entertainment or Telecom Deal of the Year, and Professional Services Deal of the Year for the Acquisition of A Vista Events by Omnicom.

Omaha, Ne, Us

Corporate Officer, Asset, Portfolio and Investment Manager and a member of the Investment Committee for Mutual of Omaha Insurance Company with responsibility for a $US 3+ billion portfolio of core mortgage, private equity and real estate investments nationwide. Strategic focus encompassed all aspects of the investment cycle from sourcing to portfolio management for senior commercial mortgage and subordinate fixed and floating rate debt, real estate investments, syndicated finance and private equity for Mutual of Omaha Insurance Company affiliates and Mutual of Omaha Bank investment portfolios.Founded in 1909 and headquartered in Omaha, NE, Mutual of Omaha Insurance Company is ranked #300 on the Fortune 500 operating as multi-line provider of insurance and financial services products for individuals, families, groups, and businesses.

Omaha, Nebraska, Us

Served as Division Head and member of the Executive Management, Credit, Investment and Strategic Leadership committees for the 250 associate Wealth Management and Investment Banking Division. Instrumental leader in building and growing the division including the management of senior professionals and support staff of four regional offices encompassing alternative investments including capital markets, family business, M&A, private equity fund, asset and investment management.Founded in 1857 and headquartered in Omaha, NE, First National is the largest privately owned banking company in the United States, with locations in seven states and more than 6.6 million customers across the country. First National of Nebraska and its affiliates have over $25 billion in managed assets and over 5,000 employee associates.First National is a full-service bank providing corporate banking, retail banking, financial advisory services, fixed income sales and fixed income trading, specialized capital markets products and wealth management.

Boston, Ma, Us

Managing Director & Partner of award winning New England Middle Market investment banking and asset management firm including principal investing for firm’s proprietary funds. Originated and led $US Billions in Mergers and Acquisitions, Private Placements, Equity and Debt Financing, and Financial Advisory Services engagements for public and private companies, private equity firms, and family businesses throughout North America and Europe.Founded in 1981, by Harvard and MIT alums, Newbury Piret & Company is a leading middle market investment banking firm providing corporate finance services including M&A, financial advisory, fairness opinions, and valuations. Headquartered in Boston, Newbury Piret is a FINRA licensed broker-dealer serving middle-market companies, the private equity community and business owning families in the United States and internationally. Newbury Piret provides strategic advice in M&A along with financing capabilities which support acquisitions, divestitures, growth investments, project financings, and recapitalizations.

Jp

Private Equity Division Head for Daiwa SMBC, the U.S. subsidiary of Daiwa Securities Group and Sumitomo Mitsui Banking Corporation with accountability for the Americas and management of senior banking professionals.• Leader of domestic and cross-border M&A and Corporate Finance Advisory assignments integrating global Daiwa Sumitomo Bank resources• Member of the America's capital commitment, engagement and investment committee• Director of private equity and institutional capital raising & relationship management• Supervisory manager of Daiwa Sumitomo’s internal Alternative Assets and Fund of Funds Investments• Venture capital principal investing for Daiwa's proprietary funds www.nifusa.com• Equity capital markets and IPO team leader for global offerings

Master Of Business Administration (Mba), International Business

Doctor Of Education - Edd, Organizational Leadership

Soas Post Graduate Studies - Msc Programme, Financial Management - Centre For Financial & Management Studies

Bachelor'S Degree, Interdisciplinary Dual Major, Management & Organizations (Lsa) | Re Finance & Investments (Ross)

Bachelor Of Business Administration - Bba, Accounting And Finance

Associate Professor - Real Estate Finance, Real Estate

Academic Facilitator-Sponsor-Author, Center For Family Business, Graduate School Of Business

Adjunct Lecturer, Business, Management, Marketing

High School Diploma, College/University Preparatory And Advanced High School/Secondary Diploma Program