Ric Wolters Email & Phone Number

Boise, Id, Us

Boise, Idaho Area

Mitigated risk for international customer portfolio by ensuring accounts stay within approved credit limit and payment terms. Built effective relationships with business owners and their finance teams to promote timely payment behavior and maintain open credit terms. Collaborated with internal partners to bolster customer satisfaction, adjust credit terms as needed, and improve corporate cash flows.

Boise, Idaho Area

Coordinated with internal and external team members to implement banking processes for new and existing clients. Assisted corporate finance teams with monthly financial reporting and managing medical plan cash flows. Trained new employees and led initiatives to streamline tasks and improve the overall efficiency of the department.

Boise, Idaho Area

Helped business owners and families identify, plan for, and reach their financial goals via insurance, retirement planning, accounting, and other financial services. Offered tailored strategies to address specific areas of need and/or take a more comprehensive approach.

Boise, Idaho Area

Consulted with clients and helped them develop strategic plans to mitigate taxes, maximize profitability, manage risk, and transition into retirement.

Boise, Idaho Area

Offered a broad portfolio of individual life, disability income, and long-term care insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.

Boise, Idaho Area

Developed long-term relationships with new and existing clients to meet all their banking needs. Primary emphasis was on providing value to high net worth business owners through commercial lending, business banking services, cash management, and wealth management strategies.

Boise, Idaho Area

Helped individuals and families evaluate their financial goals and resources in order to achieve long-term objectives. Recommended and implemented customized financial strategies utilizing life insurance, annuities, and securities products.

Boise, Idaho Area

See Allegis Financial Partners.

Boise, Idaho Area

Originated wholesale mortgage loans by developing and maintaining strong relationships with local mortgage brokers. Proactively helped clients close loans by reviewing, packaging, and guiding applications through the approval and funding process. Able to exceed annual sales targets through regularly educating clients, referral partners, and prospective borrowers on financial concepts surrounding home financing decisions.

Logan, Utah, United States

Generated retail wireless sales by educating customers on products and services offered by Sprint PCS. Also worked closely with large and small businesses to identify and meet their wireless needs.

Bba, Accountancy

Activities and Societies: Beta Alpha Psi

Ba, Management, International Business

Aas, Business Management