Richard Balch, Cfp®, Clu® Email and Phone Number
Richard Balch, Cfp®, Clu® work email
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Richard Balch, Cfp®, Clu® personal email
Richard Balch, Cfp®, Clu® phone numbers
I operate strategically by understanding personnel and organizational visions and goals and execute those into reality with concise plans and effective communication. I leverage technology where appropriate and embrace change to allow for continual improvement.
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Financial PlannerWoodmen Financial Resources Oct 2006 - PresentComprehensive financial planning solutions for individuals, families, and small businesses...you are the CEO and I will be your CFO
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Naval Officer - Retired - Surface Warfare Officer; CdrUs Navy Reserve Aug 1999 - Oct 2013Norfolk, Va, UsVarious assignments:Commanding Officer Green Bay Destroyer Squadron Seven 7 Navy Reserve UnitOfficer-In-Charge Forest Park, IL Fleet Hospital UnitOfficer-In-Charge Green Bay Amphibious Construction Battalion UnitStaff officer Great Lakes reserve unit - Fleet Forces CommandStaff officer Minneapolis reserve unit - Naval Forces Japan HQExecutive Officer and Dept Head Officer Leadership Course instructor - Center of Personal and Professional DevelopmentAction Officer - OPNAV N81 -
Action Officer At Mnf-I BaghdadMulti-National Force – Iraq Mar 2008 - Apr 2009Work in the Strategic Effects Directorate for Multi-National Force Iraq at the US Embassy in Baghdad, Iraq. Coordinate closely with the leaders in the Government of Iraq, Coalition Forces, US Government inter-agencies (primarily State and Treasury), and United Nations implementing national economic solutions. These strategic programs include Provincial budget execution, national reconstruction, and agriculture. These programs were designed to lead to the sustained security and economic development in Iraq. -
Regional Sales MgrKi Jan 2005 - Sep 2006Green Bay, Wi, UsManaged team of sales reps and interior designers for the sales of commerical office furniture to the federal government in Western US (CA, OR, WA, AK, HI, ID, MT, NV). Generated $4M in sales of office furniture and interior design services annually. Managed projects from bid specifications (RFIs, RFQs, RFPs) to installation stage. -
Project ManagerKi Jul 2000 - Dec 2004Green Bay, Wi, UsManaged 4-6 interior designers in Western US (CA, OR, WA, AK, HI, NV, MT, ID). Managed a sales and operating budget for the region. Worked closely with a 3rd party sales organization. Serviced the federal government.
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Manufacturing EngineerKi Jul 1999 - Jun 2000Green Bay, Wi, UsImplemented a commerical office furnture product line for the Federal Prison Industries. This included developing the tooling, processes, implementation, and training of federal inmates on building the product. Perfomed some design modifcations to product parts to match bid specifications. Programmed AUTOLISP to facilitate customized AutoCAD software designed for our company's product lines.
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Surface Warfare Operations OfficerUs Navy Jan 1997 - Jun 1999Washington, Dc, UsWorked on a staff that was responsible for the security of undersea warfare on a theater level for the Pacific Ocean, Indian Ocean, & Persian Gulf. Worked closely with surface warfare and integrated undersea surveillance systems assets. -
Surface Warfare OfficerUs Navy Nov 1993 - Dec 1996Washington, Dc, UsAssigned to the Perry-class guided missile frigate USS KLAKRING (FFG-42). Performed jobs as the Deck Division Officer, Damage Control Assistant, and Assistant Engineer. Stood watches as the Officer-On-Deck and Command Duty Officer. Did 2-six month deployments to the Mediterranean Sea participating in operations off Bosnia (OPERATION ABLE VIGIL) and the Former Republic of Yugoslavia (OPERATION SHARP GUARD). Also patrolled off Haiti several times in support of OPERATION SUPPORT DEMOCRACY.
Richard Balch, Cfp®, Clu® Skills
Richard Balch, Cfp®, Clu® Education Details
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The American College Of Financial ServicesFinancial Planning And Services -
Joint Forces Staff College, National Defense UniversityAdvanced Joint Professional Military Education
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U.S. Naval War CollegeJoint Professional Military Education Phase One
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University Of Hawaii At ManoaPacific Asian Business Management
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Surface Warfare Officers School (Swos)Shipboard Engineering
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Marquette UniversityIndustrial Engineering
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Premontre
Frequently Asked Questions about Richard Balch, Cfp®, Clu®
What company does Richard Balch, Cfp®, Clu® work for?
Richard Balch, Cfp®, Clu® works for Woodmen Financial Resources
What is Richard Balch, Cfp®, Clu®'s role at the current company?
Richard Balch, Cfp®, Clu®'s current role is Financial Planner at Woodmen Financial Resources.
What is Richard Balch, Cfp®, Clu®'s email address?
Richard Balch, Cfp®, Clu®'s email address is rb****@****ial.org
What is Richard Balch, Cfp®, Clu®'s direct phone number?
Richard Balch, Cfp®, Clu®'s direct phone number is +192036*****
What schools did Richard Balch, Cfp®, Clu® attend?
Richard Balch, Cfp®, Clu® attended The American College Of Financial Services, Joint Forces Staff College, National Defense University, U.s. Naval War College, University Of Hawaii At Manoa, Surface Warfare Officers School (Swos), Marquette University, Premontre.
What are some of Richard Balch, Cfp®, Clu®'s interests?
Richard Balch, Cfp®, Clu® has interest in Politics, Social Services, Children, Education.
What skills is Richard Balch, Cfp®, Clu® known for?
Richard Balch, Cfp®, Clu® has skills like Command, Iron, Leadership, Team Building, Clu, Investments, Program Management, Planning, Military Experience, Veterans, Certified Financial Planner, Services.
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