Rob Rickey, Cfp®
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Rob Rickey, Cfp® Email & Phone Number

Chief Growth Officer at StraightLine at StraightLine
Location: Massapequa Park, New York, United States 9 work roles 2 schools
1 work email found @tiaa.org 2 phones found area 212 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email r****@tiaa.org
Direct phone (212) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
StraightLine
Role
Chief Growth Officer at StraightLine
Location
Massapequa Park, New York, United States
Company size
37 employees

Who is Rob Rickey, Cfp®? Overview

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Quick answer

Rob Rickey, Cfp® is listed as Chief Growth Officer at StraightLine at StraightLine, a company with 37 employees, based in Massapequa Park, New York, United States. AeroLeads shows a work email signal at tiaa.org, phone signal with area code 212, and a matched LinkedIn profile for Rob Rickey, Cfp®.

Rob Rickey, Cfp® previously worked as Chief Growth Officer at Straightline and Strategic Business Consultant at Straightline. Rob Rickey, Cfp® holds Mba, Banking And Finance from Hofstra University.

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Email format at StraightLine

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*@tiaa.org
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AeroLeads found 1 current-domain work email signal for Rob Rickey, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Rob Rickey, Cfp®

A pioneer in the development and delivery of independent fiduciary advice solutions in not-for-profit retirement plans and annuity products. Over the course of my career, I have learned that it is not always the road less traveled that makes all the difference, but sometimes it is about paving your own path.I am a mission driven financial services professional and leader with over 30 years of experience serving individuals, institutional clients, and financial advisors. My experiences and training as a Certified Financial Planner has shaped my core beliefs around the need to ensure every individual has access to quality independent advice, delivered by a fiduciary, at a reasonable price, and with full transparency. Over 22 years ago, I took on a role as the business lead on a project to develop TIAA's capabilities to work with independent advisors. That decision has become a defining moment in my career. It has taken me on a journey that has required leadership, vision, perseverance, and most of all the moral fortitude to affect change in a Fortune 100 company such as TIAA. Today, I am proud to say, I was the driving force behind the firm’s ability to work with independent advisors. My mission continues to be to improve retirement outcomes by ensuring plans and participants have access to quality advice delivered by a fiduciary. I welcome the opportunity to connect and exchange ideas with like-minded professionals that share my passion.LinkedIn DisclosureStraightLine Group LLC (StraightLine) is a registered investment adviser. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. The opinions expressed herein are those of certain StraightLine personnel and are subject to change without notice. For full disclosures, please visit: https://www.straightline.com/disclosures.html.

Listed skills include Product Development, Wealth Management, Strategic Financial Planning, Investments, and 31 others.

Current workplace

Rob Rickey, Cfp®'s current company

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StraightLine
Straightline
Chief Growth Officer at StraightLine
troy, michigan, united states
Website
straightline.com
Employees
37
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Company profile
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9 roles

Rob Rickey, Cfp® work experience

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

Chief Growth Officer

Current
Straightline

Massapequa, New York, United States

Jul 2023 - Present

Strategic Business Consultant

Straightline

Massapequa Park, New York, United States

Oct 2022 - Jul 2023

Principal

Current
Trunor Consulting And Coaching Services
Feb 2023 - Present

Managing Director And Head Of Advisor Services/ Senior Director – Advisor Services

Tiaa

New York, New York, United States

Drove strategic direction of third-party distribution business for Fortune 100 firm providing financial services in academic, research, medical, cultural, and governmental fields. Lead and mentored a team of twenty-four professionals responsible for sales, service, operations, and infrastructure required to support the distribution of TIAA products through.

Aug 2010 - Aug 2022

Director, Advisor Services

Tiaa-Cref

Formalized operating procedures, managed daily functions, and supervised the development of infrastructure to support RIA’s business strategy. Led an initiative to combine the advisor operations team and customer-service team to establish a middle office to support third-party distribution. Played integral role in the development and distribution of new.

Apr 2006 - Aug 2010

Business Development Manager

Tiaa-Cref

Collaborated cross-functionally with other business units, including legal and IT, to build and launch RIA platform. Established a new business area designed to support independent advisor’s ability to conduct business with TIAA. Oversaw daily operations while establishing and managing relationships with advisors and industry associations to build.

Jul 1999 - Apr 2006

Individual Pension Consultant

Tiaa-Cref

Conducted seminars, benefit fairs, and one-on-one counseling sessions with retirement plan participants.Responded to all inquiries on investment issues and IRS regulations governing 401(a) and 403(b) plans; made recommendations based on personal situations.Continually evaluated the quality of counseling provided by TIAA-CREF representatives; made.

Aug 1997 - Dec 1999

Financial Advisor

Dreyfus Service Corporation

Conducted extensive telemarketing efforts, successfully developing a large number of new business relationships.Provided on going analysis and review of client's financial needs; recommended appropriate Dreyfus products to effectively meet those needs.Organized and facilitated information sessions and product specific seminars for existing and potential.

Jan 1995 - Aug 1997

Investment Representative

Dreyfus Service Corporation

Assisted investors by recommending Dreyfus products based upon their investment portfolio, risk tolerance, and current objectives; successfully met all monthly sales quotas.

Feb 1992 - Jan 1995
Team & coworkers

Colleagues at StraightLine

Other employees you can reach at straightline.com. View company contacts for 37 employees →

RW Rodney Walston Rodney Walston Colleague at Straightline Cheyenne, Wyoming, United States, United States View → ZR Zachary Rivard, Ms-Pfp, Cfp® Zachary Rivard, Ms-Pfp, Cfp® Colleague at Straightline Bay City, Michigan, United States, United States View → SN Suzy Nosseck Suzy Nosseck Colleague at Straightline Troy, Michigan, United States, United States View → BM Bethany Mosshart Bethany Mosshart Colleague at Straightline Troy, Michigan, United States, United States View → VR Veronica Ruiz Veronica Ruiz Colleague at Straightline Katy, Texas, United States, United States View → TC Terrence Coleman Terrence Coleman Colleague at Straightline Bowie, Maryland, United States, United States View → TM Tim Mock Tim Mock Colleague at Straightline Wichita, Kansas, United States, United States View → SD Stephen Donahue Stephen Donahue Colleague at Straightline Buffalo, New York, United States, United States View → CW Chris Whelan Chris Whelan Colleague at Straightline New York, United States, United States View → MO Manny Ortiz Manny Ortiz Colleague at Straightline Covina, California, United States, United States View →
2 education records

Rob Rickey, Cfp® education

FAQ

Frequently asked questions about Rob Rickey, Cfp®

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

What company does Rob Rickey, Cfp® work for?

Rob Rickey, Cfp® works for StraightLine.

What is Rob Rickey, Cfp®'s role at StraightLine?

Rob Rickey, Cfp® is listed as Chief Growth Officer at StraightLine at StraightLine.

What is Rob Rickey, Cfp®'s email address?

AeroLeads has found 1 work email signal at @tiaa.org for Rob Rickey, Cfp® at StraightLine.

What is Rob Rickey, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 212 for Rob Rickey, Cfp® at StraightLine.

Where is Rob Rickey, Cfp® based?

Rob Rickey, Cfp® is based in Massapequa Park, New York, United States while working with StraightLine.

What companies has Rob Rickey, Cfp® worked for?

Rob Rickey, Cfp® has worked for Straightline, Trunor Consulting And Coaching Services, Tiaa, Tiaa-Cref, and Dreyfus Service Corporation.

Who are Rob Rickey, Cfp®'s colleagues at StraightLine?

Rob Rickey, Cfp®'s colleagues at StraightLine include Rodney Walston, Zachary Rivard, Ms-Pfp, Cfp®, Suzy Nosseck, Bethany Mosshart, and Veronica Ruiz.

How can I contact Rob Rickey, Cfp®?

You can use AeroLeads to view verified contact signals for Rob Rickey, Cfp® at StraightLine, including work email, phone, and LinkedIn data when available.

What schools did Rob Rickey, Cfp® attend?

Rob Rickey, Cfp® holds Mba, Banking And Finance from Hofstra University.

What skills is Rob Rickey, Cfp® known for?

Rob Rickey, Cfp® is listed with skills including Product Development, Wealth Management, Strategic Financial Planning, Investments, Retirement, Business Strategy, Series 63, and Investment Advisory.

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