Tarek B Richey

3401 6Th St, Saint Petersburg, FL 33705

Financial Services

G&E Innovations
Director of Retail Development
Questar Capital Oct 2008 - Feb 2018
Branch Manager, Registered Principal
Professional Insurance Marketing Systems of Florida Oct 2008 - Jun 2014
Director of Sales
Florida Tax Advisory Group Raymond James Financial Services Jan 2004 - Sep 2008
Financial Advisor
Florida Central Financial Services/Raymond James Financial Services Jun 1999 - Dec 2003
Branch Manager, Financial Advisor

Washington College 1994 - 1997
Bachelors, Bachelor of Science, International Relations University of Buckingham 1992 - 1994
Wellington College 1987 - 1992

Financial Services
Banking
Finance
Wealth Management
Asset Management
Financial Planning
Financial Advisory
Investments
Securities
Insurance
Alternative Investments
Mutual Funds
Retirement Planning
Due Diligence
Public Speaking
Customer Service
Leadership
Recruiting
Team Building
Mentoring
Business Coaching
Business Development
Field Supervision
Sales Management
Auditing
Regulatory Compliance
Securities Regulation
Insurance Regulatory
Anti Money Laundering
Suitability
Risk Management
Internal Control Implementation
Business Process Improvement
Business Intelligence
Business Analysis
Dispute Resolution
Complaint Management
Change Management
Cross Cultural Communication Skills
Forecasting
Program Management
Investigation
Performance Management
Direct Marketing
Training and Development
Strategic Negotiations
Strategic Planning
Customer Relationship Management
Analytics
Product Marketing

French
Thai