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@ceritypartners.com
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1 phone found area 503
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Rick Harris, Aifa® is listed as Principal at Cerity Partners - ERISA Consultant Specializing in Serving Higher Education Clients at Cerity Partners, a company with 211 employees, based in Salem, Oregon, United States. AeroLeads shows a work email signal at ceritypartners.com, phone signal with area code 503, and a matched LinkedIn profile for Rick Harris, Aifa®.
Rick Harris, Aifa® previously worked as Principal at Cerity Partners and Managing Director, Senior ERISA Consultant, and Higher Education & Non-Profit Practice leader at Blue Prairie Group. Rick Harris, Aifa® holds Master'S Degree, Music Composition from Bowling Green State University.
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AeroLeads found 1 current-domain work email signal for Rick Harris, Aifa®. Compare company email patterns before reaching out.
Rick Harris is a Principal at Cerity Partners, serving in the institutional retirement plan consulting space. His primary expertise is as a fiduciary and ERISA consultant to private educational institutions with regard to their defined contribution retirement plans. Rick’s financial investment background provides a depth of knowledge in many facets of the financial industry, and his previous work as a college professor gives him distinct insight and expertise in serving the private/higher education community.Before entering the financial services industry in 2002, Rick served on the faculties of several different institutions of higher education, most recently at Bradley University (Peoria, IL), Bowling Green State University (Bowling Green, OH), and Bluffton University (Bluffton, OH). Rick received his Bachelor’s Degree from the University of Idaho and his Master’s Degree from Bowling Green State University in Ohio. After receiving formal training in prudent investment process and ISO-like assessment procedures, Rick earned the Accredited Investment Fiduciary Analyst (AIFA®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. Rick is active in his local church, and sits on the advisory board of Crosshill Christian School, where he also coaches middle-school basketball. Rick was a founding member and served on the executive committee of the (International) Christian Fellowship of Art Music Composers. He also served for several years as director of the Keizer Upward Youth Basketball League. Rick, Amy, and their two sons currently reside in Keizer, a northern suburb of Salem. He and his family enjoy camping, backpacking, canoeing, basketball, music, reading, and performing fun (and probably dangerous) science experiments in their kitchen and backyard.
Listed skills include Public Speaking, Analysis, Strategy, Financial Analysis, and 18 others.
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Salem, Oregon
Higher Ed/Non-profit practice leader. Specialist in 403(b) and 401(k) DC plans, with an emphasis on Fiduciary Best Practices. Experience and expertise in serving the Higher Education community. Comprehensive Consulting Engagements, including Investment Due Diligence and Monitoring, Fiduciary Assessments, Vendor Searches/RFPs, Plan Benchmarking, QDIA.
Salem, Oregon
(NOTE: on April 1, 2019, Blue Prairie Group became Cerity Partners.) Higher Ed/Non-profit practice leader. Specialist in 403(b) and 401(k) DC plans, with an emphasis on Fiduciary Best Practices. Experience and expertise in serving the Higher Education community. Comprehensive Consulting Engagements, including Investment Due Diligence and Monitoring.
401(k)/403(b) Retirement Plan Consulting, Wealth Management and Financial Planning, Retirement Income Planning, Alternative Investments
Peoria, Illinois Area
Music Composition, Theory, Aural Skills, History, Electronic Music, Recording Arts, Music Appreciation
Bowling Green, Ohio
Music Composition, Theory, Aural Skills, History, Electronic Music, Recording Arts, Music Appreciation
Bowling Green, Ohio
Bluffton, Ohio
Music Composition, Theory, Aural Skills, Electronic Music, Recording Arts
Bowling Green, Ohio
Bowling Green, Ohio
Bowling Green, Ohio
Moscow, ID
The Wanderers were a nationally recognized, professional, 50's Nostalgia Band. Recruited, interviewed, and trained new band members; assisted in promotion and advertisement at a national level; directed set-up of sound system and controlled sound production on-stage and during recordings and rehearsals; performed on stage as lead guitarist, singer, and.
Other employees you can reach at ceritypartners.com. View company contacts for 211 employees →
Nicole Joko, Cfp®
Colleague at Cerity Partners
Orange County, California, United States, United States
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HH
Hu Henry
Colleague at Cerity Partners
Taiwan, Taiwan, Province Of China
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RL
Rita Lee
Colleague at Cerity Partners
Mill Valley, California, United States, United States
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LH
Lucy Harris Collins
Colleague at Cerity Partners
Santa Barbara, California, United States, United States
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JP
Justina Pearman, Cfp®
Colleague at Cerity Partners
United States, United States
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Swastik (Sway) Singh
Colleague at Cerity Partners
Los Altos, California, United States, United States
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CB
Chelle Barberena
Colleague at Cerity Partners
Fort Worth, Texas, United States, United States
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DD
Dan Donofrio, Cfp®
Colleague at Cerity Partners
New York City Metropolitan Area, United States
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LK
Luke Ketzenbarger, Cfa
Colleague at Cerity Partners
Denver, Colorado, United States, United States
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DZ
Dave Zimmerman
Colleague at Cerity Partners
Louisville, Kentucky, United States, United States
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Activities and Societies: Phi Mu Alpha Sinfonia
Activities and Societies: Dean's List, Honor Society
Activities and Societies: National Honor Society, Madrigals, Basketball, Track
Quick answers generated from the profile data available on this page.
Rick Harris, Aifa® works for Cerity Partners.
Rick Harris, Aifa® is listed as Principal at Cerity Partners - ERISA Consultant Specializing in Serving Higher Education Clients at Cerity Partners.
AeroLeads has found 1 work email signal at @ceritypartners.com for Rick Harris, Aifa® at Cerity Partners.
AeroLeads has found 1 phone signal(s) with area code 503 for Rick Harris, Aifa® at Cerity Partners.
Rick Harris, Aifa® is based in Salem, Oregon, United States while working with Cerity Partners.
Rick Harris, Aifa® has worked for Cerity Partners, Blue Prairie Group, Cfp Inc., Morgan Stanley, and Bradley University.
Rick Harris, Aifa®'s colleagues at Cerity Partners include Nicole Joko, Cfp®, Hu Henry, Rita Lee, Lucy Harris Collins, and Justina Pearman, Cfp®.
You can use AeroLeads to view verified contact signals for Rick Harris, Aifa® at Cerity Partners, including work email, phone, and LinkedIn data when available.
Rick Harris, Aifa® holds Master'S Degree, Music Composition from Bowling Green State University.
Rick Harris, Aifa® is listed with skills including Public Speaking, Analysis, Strategy, Financial Analysis, Microsoft Excel, Strategic Planning, Leadership, and Investments.
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