“I work directly with our wealth managers to ensure your experience with us is exceptional.”
We are proud to recognize Richard on his 12th anniversary with Globe Wealth!
Richard has more than 35 years of multi-channel marketing experience. He has worked on projects for clients such as 3Com, Akamai, Avid Technologies, IBM, Motorola, Sun Microsystems and Teradata in the high-tech business-to-business sector. He has worked on projects for clients such as Braille Institute of America, Children's Cancer Research Fund, Defenders of Wildlife, Habitat for Humanity and Paralyzed Veteran's of America in the the not-for-profit sector. He has also worked on projects for clients such as Catamount Brewery, Nordica/Kastle [a division of Benneton Corporation] and Vermont Family Farms in the consumer market. He brings to the team his acumen and expertise in business growth, corporate branding, integrated marketing and client relations. He is responsible for promoting the firm's full suite of financial services and providing an exceptional experience for our clients. Richard earned a BFA from the Tyler School of Art at Temple University, Philadelphia, PA. Outside of work, he enjoys gardening, home renovations, collecting antiques, travel, beer and wine tastings, and spending time with family and friends.
Richard's Core Responsibilities:
Client Service & Relationship Management | Compliance & Regulatory Awareness
- Maintain consistency of corporate brand identity and messaging across all media channels
- Manage a yearly strategic communication plan to achieve corporate objectives
- Support new business development protocol
- Ensure the firm’s philosophy, mission and vision are clearly articulated and practiced
- Maintain a client focused work environment
- Maintain the firm’s client relationship management software [Redtail CRM]
- Maintain the firm’s monthly and quarterly compliance and submit to the Compliance Officer
- Manage the client-onboarding process and strategic partnership evaluation process
Richard is a non-registered administrative assistant with Cetera Advisors, LLC, member FINRA/SIPC.
Cetera is under separate ownership from any other named entity.
