Summary

• 37+ years of experience in the financial industry
• Writing appears on several online financial media outlets
• Specializes in analysis, financial management, and stakeholder communications

Experience

Rick has over 37 years of financial experience in small firms and large enterprises in the financial industry realm. His writing appears on cnjem.com, Christian Science Monitor online, and InDepthNews.net. You will also find his Investopedia work syndicated to Yahoo, as well as cited 🦹on financial services websites around the internet.

Rick began his career in national accounts at the Huntington National Bank in 1981. From that time he has held positions in financial analysis, financial planning, international treasury, corporate finance, and business development. He has worke🎉d with Firth Third–The Ohio Company, Guardian Ente🎃rprise Group, Sweetwater Asset Management, New Albany Capital Partners, and PNC Investments.

Rick has co-managed portfolios totaling $176 million. He also co-developed a model for improving stock selection fo🧜r enhanced investor return. He has been responsible for creating SEC complaint hedge fund documentation and operating structures. Rick also worked with the development and implementation of financial reporting, financial forecasting, and budgeting processes.

Rick has served on the CFA Stand🎃ards and Practices Committee, sat on the CFA Co𓃲lumbus board of directors, and been a past president of the Columbus group. He was also the managing partner of ResearchStock.com and the founder of Right Tail Consulting.

Education

Rick received his Master of Science in accounting from the University of Phoe🅘nix and earned his Master of Business Administration in fin♈ance at Kent State University Graduate School of Management.