Rick Bergstrom Email and Phone Number
Rick Bergstrom work email
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Rick Bergstrom personal email
Rick Bergstrom phone numbers
Experienced Managing Partner with a demonstrated history of working in the real estate and investment industry. Skilled in Operations Management, Sales, Securities, Loan Auditing, and Investment Advisory. Strong business development professional graduated from College for Financial Planning.
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Managing PartnerBergstrom Development Dec 2004 - PresentCaliforniaResponsible for generating new development deals that focus on commercial and industrial projects, including real-estate market analysis, site selection, construction management and lease up. -
Principal OwnerBergstrom Real Estate Group Jan 2004 - PresentNorth Tustin
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Regional Vice President - Schwab Private ClientCharles Schwab Jun 2002 - Dec 2004Southern CaliforniaHigh profile leader responsible for building a high performing sale team in conjunction with ensuring commitment, development and delivery of the year over year performance goals. Led and managed the Southern California regional start up and rollout of Schwab's Private Client offering, Schwab’s premier fee-based discretionary wealth management service. Assembled a high performing sales team and led the region to number one nationally by aggregating over $1.4 Billion in managed assets within the first year. -
Regional Vice President - Pacific Northwest RegionCharles Schwab Feb 1994 - Jun 2002Pacific Northwest RegionRecognized as an excellent people manager with a passion for developing and coaching team members, being a mentor and building high performing teams. Provided sales leadership and operations oversight for one of the largest largest and most successful 5 state regions of Charles Schwab. Employee development, team building, and a dedicated focus on improving the client experience has inspired direct reports to continuously exceed goals and build business. Worked closely with all levels of management to build strong and lasting business partnerships. -
Branch Manager - SeattleCharles Schwab Jun 1994 - Jun 1996Seattle, Washington -
Branch Manager - MesaCharles Schwab Nov 1991 - Jun 1994Mesa Arizona
Rick Bergstrom Skills
Rick Bergstrom Education Details
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Finance And Real Estate -
Certified Financial Planner (Cfp)
Frequently Asked Questions about Rick Bergstrom
What company does Rick Bergstrom work for?
Rick Bergstrom works for Bergstrom Development
What is Rick Bergstrom's role at the current company?
Rick Bergstrom's current role is Principal Owner at Bergstrom Real Estate Group.
What is Rick Bergstrom's email address?
Rick Bergstrom's email address is ri****@****bal.net
What is Rick Bergstrom's direct phone number?
Rick Bergstrom's direct phone number is 1-714-998*****
What schools did Rick Bergstrom attend?
Rick Bergstrom attended California State University-Fullerton, College For Financial Planning.
What skills is Rick Bergstrom known for?
Rick Bergstrom has skills like Leadership, Start Ups, Sales Management, Real Estate, Coaching, Wealth Management, Sales, Management, Investments, Asset Managment, Mutual Funds, Operations Management.
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Rick Stromberg
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Rick Bergstrom
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Rick Bergstrom
Honolulu, Hi2gmail.com, xerox.com
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