Rick Manning Email & Phone Number

Experienced Vice President with a demonstrated history of working in the financial services industry. Strong professional skilled in Portfolio Management, Investment Management, Wealth Management Services, Securities, and Asset Management. Results-driven financial operations expert with experience in monitoring, evaluating, improving standards and reducing risk within a financial services environment. An expert on client reporting with project management planning and database infrastructure acumen. Talented manager of complex projects, researching, and compiling data into efficient formats, handling logistics, and following through to ensure objectives are met. Strength in creating an inclusive culture with strong communication and teamwork that benefits the entire organization.