Rick Cosgrove

Rick Cosgrove Email and Phone Number

Mrcoz.com @
Rick Cosgrove's Location
Las Vegas Metropolitan Area, United States, United States
About Rick Cosgrove

After spending 25 yrs in the Retail Banking Sector it was time for me to take all the knowledge I acquired and start my own Financial Services Business. Cosgrove Financial Services, LLC was formed in 2018. Originally, I was only focusing on Estate Planning and helping clients get the correct documents in order to avoid the probate process. Over the last 2 years I continued to expand and add additional services. Savon Estate Planning a division of Cosgrove Financial Services, LLC only focuses on the Estate Planning aspect of the business. 25 years working with Retail Bank Branches really exposed the Estate Planners out there for me. Why are so many families affected by the probate process? Well, I have the answers. If done correctly and proactively, a great estate plan will leave a legacy for your family, provide them with peace of mind, and save them lots of money & heartache.Savon Insurance, a division of Cosgrove Financial Services, LLC is a full service Insurance Brokerage. We specialize in shopping our many carriers for the best possible rates for your Home, Vehicles, Toys, and most Importantly your Life.

Rick Cosgrove's Current Company Details
Cosgrove Financial Services, LLC

Cosgrove Financial Services, Llc

Mrcoz.com
Rick Cosgrove Work Experience Details
  • Cosgrove Financial Services, Llc
    President
    Cosgrove Financial Services, Llc Jan 2018 - Present
  • Savon Insurance
    President
    Savon Insurance Jan 2020 - Present
  • Savon Estate Planning
    President
    Savon Estate Planning Aug 2018 - Present
  • Majestic Home Loan
    Account Executive (Mortgage Closer)
    Majestic Home Loan Dec 2018 - Jan 2020
    Los Angeles, Us
    View
  • Gp Specialists
    National Rlationship Manager
    Gp Specialists Jan 2017 - Jan 2019
  • Fifth Third Bank
    Financial Center Manager
    Fifth Third Bank Apr 2018 - Oct 2018
    Cincinnati, Ohio, Us
    View
  • Jpmorgan Chase & Co.
    Vice President
    Jpmorgan Chase & Co. Jan 2008 - Dec 2016
    New York, Ny, Us
    Effectively managed profitability of branch to ensure Y/Y growth in all lines of business.Responsible for overseeing all business related activities and financial results of a Retail Branch.Possess the ability to build trust and credibility with customers by understanding their needs and providing solutions, which reduces customer attrition.Maintain strong relationships with Premier clientele assisting them with reaching their financial goals.
    View
  • Downey Savings & Loan
    Branch Manager V
    Downey Savings & Loan May 1995 - Oct 2007
    • Strategic Consulting, including business plan & sales strategy development.• Manged $250M makeshift office while opening an In Store New Build.• Created an In Branch sales program to effectively execute sales processes to meet Branch goals.• Managed a 7.0M Mortgage Loan Pipeline 

Rick Cosgrove Skills

Mortgage Lending Banking Leadership Financial Services Credit Investments Sales Commercial Banking Management Estate Planning Finance Credit Analysis Risk Management Retail Banking Sales Management Consumer Lending Financial Analysis Portfolio Management Customer Service Team Building Mortgage Banking Relationship Management Marketing Loan Origination Loans Commercial Lending Small Business Lending Refinance Cross Selling Residential Mortgages Retirement Planning U.s. Federal Housing Authority Lines Of Credit Business Development Insurance Coaching Team Leadership Leadership Development

Rick Cosgrove Education Details

  • California State University-Dominguez Hills
    California State University-Dominguez Hills
    Accounting And Business/Management
  • Kaplan Financial Education
    Kaplan Financial Education
    Insurance
  • Cerritos College
    Cerritos College
    General

Frequently Asked Questions about Rick Cosgrove

What company does Rick Cosgrove work for?

Rick Cosgrove works for Cosgrove Financial Services, Llc

What is Rick Cosgrove's role at the current company?

Rick Cosgrove's current role is Mrcoz.com.

What schools did Rick Cosgrove attend?

Rick Cosgrove attended California State University-Dominguez Hills, Kaplan Financial Education, Cerritos College.

What skills is Rick Cosgrove known for?

Rick Cosgrove has skills like Mortgage Lending, Banking, Leadership, Financial Services, Credit, Investments, Sales, Commercial Banking, Management, Estate Planning, Finance, Credit Analysis.

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