Wealth Management Specialist
Current
Data Addvance Llc.
Nov 2024 - Present
AeroLeads people directory · profile
Rick Shea Email & Phone Number
Wealth Management
at
Data AddVance LLC.
1 work email found
@fisglobal.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Data AddVance LLC.
Role
Wealth Management
Location
Lancaster, Ohio, United States
Who is Rick Shea? Overview
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Quick answer
Rick Shea is listed as Wealth Management at Data AddVance LLC., based in Lancaster, Ohio, United States. AeroLeads shows a work email signal at fisglobal.com and a matched LinkedIn profile for Rick Shea.
Rick Shea previously worked as Wealth Management Specialist at Data Addvance Llc. and Vice President, National Sales Executive at Fis. Rick Shea holds Computer Science from Franklin University.
Company email context
Email format at Data AddVance LLC.
This section adds company-level context without repeating Rick Shea's masked contact details.
{first}.{last}@fisglobal.com
86% confidence
AeroLeads found 1 current-domain work email signal for Rick Shea. Compare company email patterns before reaching out.
Profile bio
About Rick Shea
I am an experienced Wealth Executive with a 30+ years of consistent success in the wealth management industry. Strengths* Executive Wealth Management business strategy and solution configuration.* Strong contribution to revenue gain and expense reduction.* Successfully execution of large scale cross-functional projects and initiatives.* Reengineering infrastructure processes and systems.* Effective leadership, leading large and dynamic teams in operations, technology and sales* Ability to building strong and effective organizational relationshipsMy broad-based expertise includes all aspects of Wealth Management, Operations, technology, sales development, product and project management, customer experience, strategic planning, compliance and risk management, team-building, organizational development and design and financial management.
Listed skills include Financial Systems, Operations Management, Business Analysis, Wealth Management, and 18 others.
Current workplace
Rick Shea's current company
Company context helps verify the profile and gives searchers a useful next step.
Data Addvance Llc.
6 roles · 38 years
Rick Shea work experience
A career timeline built from the work history available for this profile.
Vice President, National Sales Executive
Fis
Jan 2013 - Nov 2024
Vice President, Sales & Account Management
Cultivate executive level relationships in the financial service industry. Strategizes, design and implement business solutions for new and existing Wealth clients.
Jan 2008 - Jan 2012
Senior Vice President, Director Of Operations
Wealth Management Operations leader for large regional bank. Overseeing all aspects of operations for Wealth Management.
Jan 2000 - Dec 2007
Vice President, Manager Of Wealth Management Systems Group
Managed technical and line of business support teams, systems and processes that serviced Wealth Management, Trust, investments, Brokerage, RIA and insurance.
Jan 1994 - Jan 2000
Assistant Vice President, Information Systems Manager
1989 - 1994
~5 yrs
1 education record
Rick Shea education
-
Franklin University
FAQ
Frequently asked questions about Rick Shea
Quick answers generated from the profile data available on this page.
What company does Rick Shea work for?
Rick Shea works for Data AddVance LLC..
What is Rick Shea's role at Data AddVance LLC.?
Rick Shea is listed as Wealth Management at Data AddVance LLC..
What is Rick Shea's email address?
AeroLeads has found 1 work email signal at @fisglobal.com for Rick Shea at Data AddVance LLC..
Where is Rick Shea based?
Rick Shea is based in Lancaster, Ohio, United States while working with Data AddVance LLC..
What companies has Rick Shea worked for?
Rick Shea has worked for Data Addvance Llc., Fis, Sungard Financial Systems, and Huntington National Bank.
How can I contact Rick Shea?
You can use AeroLeads to view verified contact signals for Rick Shea at Data AddVance LLC., including work email, phone, and LinkedIn data when available.
What schools did Rick Shea attend?
Rick Shea holds Computer Science from Franklin University.
What skills is Rick Shea known for?
Rick Shea is listed with skills including Financial Systems, Operations Management, Business Analysis, Wealth Management, Financial Services, Investments, Leadership, and Insurance.
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