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Rick Dyer Email & Phone Number

Director of Financial Services and Operations at Davie Kaplan, CPA, P.C.
Location: Webster, New York, United States 9 work roles 2 schools
1 work email found @manning-napier.com 1 phone found area 585 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email r****@manning-napier.com
Direct phone (585) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Davie Kaplan, CPA, P.C.
Role
Director of Financial Services and Operations
Location
Webster, New York, United States
Company size
73 employees

Who is Rick Dyer? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Rick Dyer is listed as Director of Financial Services and Operations at Davie Kaplan, CPA, P.C., a company with 73 employees, based in Webster, New York, United States. AeroLeads shows a work email signal at manning-napier.com, phone signal with area code 585, and a matched LinkedIn profile for Rick Dyer.

Rick Dyer previously worked as Chief Operating Officer at Lvw Advisors and Director, IT Corporate Systems and Service Management at Manning & Napier. Rick Dyer studied at Eastern Nazarene College.

Company email context

Email format at Davie Kaplan, CPA, P.C.

This section adds company-level context without repeating Rick Dyer's masked contact details.

{first_initial}{last}@manning-napier.com
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AeroLeads found 1 current-domain work email signal for Rick Dyer. Compare company email patterns before reaching out.

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Profile bio

About Rick Dyer

As the Chief Operating Officer (COO), I am dedicated to ensuring operational excellence while driving the organization toward its strategic goals. My role is multifaceted and focuses on overseeing, administering, and coordinating organizational activities in line with our policies, goals, and objectives.

Listed skills include Risk Management, Program Management, Software Documentation, Business Process, and 12 others.

Current workplace

Rick Dyer's current company

Company context helps verify the profile and gives searchers a useful next step.

Davie Kaplan, CPA, P.C.
Davie Kaplan, Cpa, P.C.
Director of Financial Services and Operations
Webster, NY, US
Website
daviekaplan.com
Employees
73
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Company profile
View company profile Email format
9 roles

Rick Dyer work experience

A career timeline built from the work history available for this profile.

Chief Operating Officer

Current
Lvw Advisors

Pittsford, New York, US

May 2024 - Present

Director, It Corporate Systems And Service Management

Manning & Napier

Fairport, NY, US

As Director I have had the privilege of leading a team that provides technical support for both internally developed and 3rd party SaaS applications utilized by employees and clients. This team handles all support requests, tickets, and data remediation, to ensure quality delivery of services to our user community. I was lead on CRM and HCM implementation.

Apr 2017 - Jan 2024

Business Analyst

Manning & Napier

Fairport, NY, US

  • Collaborated with business lines to effectively capture and document process requirements to streamline and improve many operational and client services-oriented processes
  • Created and maintained documentation, and facilitated training programs for all departments supported by this role
  • Assisted with the implementation of business solutions, including the release of software/enhancements, process change, and end-user training
  • Functioned as project lead for Customer Relationship Management (CRM) search, implementation, training, and continuing education related to the application
Apr 2012 - Apr 2017

Mid-Market Services Associate/Team Lead

Manning & Napier

Fairport, NY, US

  • Act as liaison between Manning & Napier Sales Representatives and Personal Financial Advisors with the goal of providing accurate and timely service in order to maintain a positive business relationship.
  • Set up and establish new accounts by using documented procedures to determine suitability and making sure that all necessary documentation is in order.
  • Responsible for troubleshooting and problem solving inquiries and questions received by reps and PFA’s.
  • Set up and maintain relationships and accounts for numerous third party platform managers such as UBS, Smith Barney, Goldman Sachs, and Aspirant.
Jul 2009 - Apr 2012

Long Term Substitute Teacher

East Rochester Union Free School Distirct

After graduating college with a degree in Education I took a brief hiatus from the Corporate world to teach 3rd grade. I was able to work alongside some amazing teachers and had the opportunity to lead a class of unforgettable students in a very unique school district. I will always cherish this chapter of my career track.

Dec 2008 - Jun 2009

Performance/Corporate Actions Team Lead

Manning & Napier

Fairport, NY, US

Sep 2002 - Aug 2004

Account Manager

State Street Corporation
  • Supervised a team of 19 Portfolio Administrators and Fund Accountants in reconciling daily cash and investments for multiple institutional global fund and insurance clients
  • Initiated formation of new Emerging Markets team to settle and reconcile trades with over 100 brokers and custodians for optimal coverage for all global markets
  • Worked with Senior Management and outside clients to identify servicing pain points and introduce actionable solutions to address each
Jun 1997 - Jul 2002
Team & coworkers

Colleagues at Davie Kaplan, CPA, P.C.

Other employees you can reach at daviekaplan.com. View company contacts for 73 employees →

MN Margret Naelly Margret Naelly Colleague at Davie Kaplan, Cpa, P.C. Beverly Hills, California, United States, United States View → BW Brandon Wilson Brandon Wilson Colleague at Davie Kaplan, Cpa, P.C. Caledonia, New York, United States, United States View → SH Steve Heumann Steve Heumann Colleague at Davie Kaplan, Cpa, P.C. Ithaca, New York, United States, United States View → ML Michelle L. Pfeiffer Michelle L. Pfeiffer Colleague at Davie Kaplan, Cpa, P.C. Rochester, New York, United States, United States View → AC Amy Conigliaro Amy Conigliaro Colleague at Davie Kaplan, Cpa, P.C. Rochester, New York, United States, United States View → MW Michelle Weisenbeck Michelle Weisenbeck Colleague at Davie Kaplan, Cpa, P.C. New York, United States, United States View → SG Sarah Gilbert Sarah Gilbert Colleague at Davie Kaplan, Cpa, P.C. Rochester, New York, United States, United States View → TN Tom Nolan Tom Nolan Colleague at Davie Kaplan, Cpa, P.C. Rochester, New York, United States, United States View → SM Sheila Monachino Sheila Monachino Colleague at Davie Kaplan, Cpa, P.C. Pittsford, New York, United States, United States View → MA Michael Agostinelli Michael Agostinelli Colleague at Davie Kaplan, Cpa, P.C. Rochester, New York, United States, United States View →
2 education records

Rick Dyer education

Education record

Eastern Nazarene College

Education record

St Dominic Regional Hs
FAQ

Frequently asked questions about Rick Dyer

Quick answers generated from the profile data available on this page.

What company does Rick Dyer work for?

Rick Dyer works for Davie Kaplan, CPA, P.C..

What is Rick Dyer's role at Davie Kaplan, CPA, P.C.?

Rick Dyer is listed as Director of Financial Services and Operations at Davie Kaplan, CPA, P.C..

What is Rick Dyer's email address?

AeroLeads has found 1 work email signal at @manning-napier.com for Rick Dyer at Davie Kaplan, CPA, P.C..

What is Rick Dyer's phone number?

AeroLeads has found 1 phone signal(s) with area code 585 for Rick Dyer at Davie Kaplan, CPA, P.C..

Where is Rick Dyer based?

Rick Dyer is based in Webster, New York, United States while working with Davie Kaplan, CPA, P.C..

What companies has Rick Dyer worked for?

Rick Dyer has worked for Davie Kaplan, Cpa, P.C., Lvw Advisors, Manning & Napier, East Rochester Union Free School Distirct, and State Street Corporation.

Who are Rick Dyer's colleagues at Davie Kaplan, CPA, P.C.?

Rick Dyer's colleagues at Davie Kaplan, CPA, P.C. include Margret Naelly, Brandon Wilson, Steve Heumann, Michelle L. Pfeiffer, and Amy Conigliaro.

How can I contact Rick Dyer?

You can use AeroLeads to view verified contact signals for Rick Dyer at Davie Kaplan, CPA, P.C., including work email, phone, and LinkedIn data when available.

What schools did Rick Dyer attend?

Rick Dyer studied at Eastern Nazarene College.

What skills is Rick Dyer known for?

Rick Dyer is listed with skills including Risk Management, Program Management, Software Documentation, Business Process, Financial Services, Equities, Process Improvement, and Investments.

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