Rick Tolman, Mba
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Rick Tolman, Mba Email & Phone Number

Associate, Investment Operations Investment Compliance at KKR
Location: Boise Metropolitan Area, United States, United States 9 work roles 3 schools
1 work email found @gafg.com 1 phone found area 208 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email r****@gafg.com
Direct phone (208) ***-****
LinkedIn Profile matched
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Current company
KKR
Role
Associate, Investment Operations Investment Compliance
Location
Boise Metropolitan Area, United States, United States
Company size
9695 employees

Who is Rick Tolman, Mba? Overview

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Quick answer

Rick Tolman, Mba is listed as Associate, Investment Operations Investment Compliance at KKR, a company with 9695 employees, based in Boise Metropolitan Area, United States, United States. AeroLeads shows a work email signal at gafg.com, phone signal with area code 208, and a matched LinkedIn profile for Rick Tolman, Mba.

Rick Tolman, Mba previously worked as Investment Operations Associate at Global Atlantic Financial Group and Agile Project Manager at Balsam Brands. Rick Tolman, Mba holds Master Of Business Administration - Mba, Business Administration And Management, General from Boise State University.

Company email context

Email format at KKR

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*@gafg.com
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Profile bio

About Rick Tolman, Mba

Experienced finance professional with a strong background in investment operations, strategic implementation, and project management. An expert in improving client relationships, both internal and external, by fostering collaboration between multiple departments, ensuring transparent communication, and orchestrating informed decision-making. Proven success in helping clients uncover and improve monthly operating inefficiencies.

Listed skills include Customer Service, Customer Satisfaction, Banking, Credit, and 41 others.

Current workplace

Rick Tolman, Mba's current company

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KKR
Kkr
Associate, Investment Operations Investment Compliance
Texas, United States
Website
kkr.com
Employees
9695
AeroLeads page
Company profile
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9 roles

Rick Tolman, Mba work experience

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

Associate, Investment Operations Investment Compliance

Kkr

Texas, United States

Investment Operations Associate

Current
Global Atlantic Financial Group
  • Partnered with senior leadership to develop and implement long-term plans
  • Spear-headed the business-focused aspects in the development and deployment of a company-wide investment trading platform to replace external vendor
  • Worked collaboratively with business partners to ensure risks of new software were addressed and user acceptance testing was adequate
  • Creat business use cases of requested enhancements and manage the priority of those enhancements
  • Implemented processes… Show more
  • Implemented processes fostering enhanced collaboration between business users and technology, including the use of JIRA dashboards Show less
Oct 2021 - Present

Agile Project Manager

Balsam Brands
  • Managed cross-functional team through new Order Management System implementation, from vendor selection onward
  • Assisted financial reporting team through critical timeline of converting reports to new reporting system. Successfully completed on time.
Feb 2021 - Sep 2021

Program Manager

Clearwater Analytics

Boise, Idaho Area

  • Successfully led cross-functional teams through seven of Clearwater’s most complex financial implementations as Program and Relationship Manager.
  • Implemented and fine-tuned Project Management software (Clarizen, JIRA) to align with PMO’s best practices and to predict resourcing constraints across the division.
  • Prepared executive-level summaries and presentations to explain implementation results to internal and external Executive teams
  • Helped clients manage large amounts of… Show more
  • Helped clients manage large amounts of data with proprietary internal software, including visualization tools and custom reports
  • Utilized Clearwater software to consolidate and report on things like P&L forecasts, market trends, and risks
Sep 2018 - Feb 2021

Account Manager

Clearwater Analytics

Boise, Idaho Area

  • Managed over 30 client relationships while maintaining a top NPS rating for four consecutive quarters.
  • Managed cross-functional team to implement multiple new clients successfully
  • Implemented and iterated on a client scorecard used widely within our team to track client well-being.
  • Developed and implemented the new hire onboarding training for consistency among new hires
Jul 2016 - Sep 2018

Client Services Analyst

Clearwater Analytics

Boise, Idaho Area

  • Drove senior Relationship Manager success by leading the team in resolving clients’ financial and software inquiries
  • Onboarded a dozen clients onto Clearwater’s Financial Reporting website.
  • Assisted and completed multiple client tasks and projects for process improvements
Oct 2015 - Jul 2016

Financial Services Officer

Idaho Central Credit Union

Boise, Idaho Area

  • Maintained client relationships by recommending products based on need
  • Top 5 NPS performer for four consecutive quarters
  • Frequently met and exceeded sales goals
Mar 2014 - Oct 2015

Customer Service Representative

Nordstrom
Mar 2012 - Apr 2013
Team & coworkers

Colleagues at KKR

Other employees you can reach at kkr.com. View company contacts for 9695 employees →

KC Khushwantsingh Chouhan Khushwantsingh Chouhan Colleague at KkrMumbai, Maharashtra, India, India View → SG Shivam Gusain Shivam Gusain Colleague at KkrNew Delhi, Delhi, India, India View → KB Kaushal Bhaiya Kaushal Bhaiya Colleague at KkrWashim, India, India View → JN Jayda Newman Jayda Newman Colleague at KkrNuuk, Greenland, Greenland View → DE Dane E. Holmes Dane E. Holmes Colleague at KkrSan Francisco, California, United States, United States View → GI Gokul Ivk Gokul Ivk Colleague at KkrChennai, Tamil Nadu, India, India View → KR Katie Robertson Katie Robertson Colleague at KkrLondon, England, United Kingdom, United Kingdom View → NS Nurul Sheikh Nurul Sheikh Colleague at KkrGazipur District, Dhaka, Bangladesh, Bangladesh View → RL Roberto Losangelo Roberto Losangelo Colleague at KkrUnited Kingdom, United Kingdom View → HF Hans Fredrik Årstad Hans Fredrik Årstad Colleague at KkrStockholm, Stockholm County, Sweden, Sweden View →
3 education records

Rick Tolman, Mba education

Master Of Business Administration - Mba, Business Administration And Management, General

Boise State University
FAQ

Frequently asked questions about Rick Tolman, Mba

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

What company does Rick Tolman, Mba work for?

Rick Tolman, Mba works for KKR.

What is Rick Tolman, Mba's role at KKR?

Rick Tolman, Mba is listed as Associate, Investment Operations Investment Compliance at KKR.

What is Rick Tolman, Mba's email address?

AeroLeads has found 1 work email signal at @gafg.com for Rick Tolman, Mba at KKR.

What is Rick Tolman, Mba's phone number?

AeroLeads has found 1 phone signal(s) with area code 208 for Rick Tolman, Mba at KKR.

Where is Rick Tolman, Mba based?

Rick Tolman, Mba is based in Boise Metropolitan Area, United States, United States while working with KKR.

What companies has Rick Tolman, Mba worked for?

Rick Tolman, Mba has worked for Kkr, Global Atlantic Financial Group, Balsam Brands, Clearwater Analytics, and Idaho Central Credit Union.

Who are Rick Tolman, Mba's colleagues at KKR?

Rick Tolman, Mba's colleagues at KKR include Khushwantsingh Chouhan, Shivam Gusain, Kaushal Bhaiya, Jayda Newman, and Dane E. Holmes.

How can I contact Rick Tolman, Mba?

You can use AeroLeads to view verified contact signals for Rick Tolman, Mba at KKR, including work email, phone, and LinkedIn data when available.

What schools did Rick Tolman, Mba attend?

Rick Tolman, Mba holds Master Of Business Administration - Mba, Business Administration And Management, General from Boise State University.

What skills is Rick Tolman, Mba known for?

Rick Tolman, Mba is listed with skills including Customer Service, Customer Satisfaction, Banking, Credit, Microsoft Excel, Time Management, Sales, and Finance.

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