Director of Client Development
Rich began his financial career in 1980 with Fahnestock and Company (now Oppenheimer), supporting trading desks for large international and domestic mutual fund companies with a focus on technical analysis. After joining a unit of Prudential in 1990, he eventually managed a billion dollar trading desk where he managed direct trades and invested in the international markets with both stocks and currency. He later transitioned into a Financial Advisor role at Prudential, assisting high net worth clients with their investment and planning needs.
In 2003, Rich shifted to TD Ameritrade as an Investment Advisor working with high net worth clients and Money Managers to meet their investment needs. After 17 years in this role, he brought his years of experience to Tower 68 Financial Advisors to assist with the day-to-day needs of both clients and the team members.
Rich has lived in Dana Point for over 25 years. When he’s not enjoying the beach and the desert here in California, he enjoys visiting his mom and sister in New Jersey.