Charles Rand-Riccardi

Client Services Pro | Financial Services Background | Tech Enthusiast | Ready to Build, Learn & Contribute With Purpose

Role
Open to Roles in Financial Services, Sales, Tech, IT, Cyber & Risk Consulting, and Operations at Oppenheimer & Co. Inc.
Location
Darien, CT, US
LinkedIn followers
500 followers

About Charles Rand-Riccardi

Results-driven professional with a strong foundation in client relationship management and sales strategy. Experienced in cultivating long-term partnerships, identifying revenue opportunities, and delivering tailored solutions to high-value clients. Adept at consultative selling, account management, and cross-functional collaboration to drive business growth. Passionate about transitioning into a dynamic sales role to leverage relationship-building expertise and experience.

Experience

  1. Open to Roles in Financial Services, Sales, Tech, IT, Cyber & Risk Consulting, and Operations

    Oppenheimer & Co. Inc.

    Jan 2025 — Present · US

    I’m currently exploring new opportunities that align with my skills, values, and desire to contribute meaningfully. With experience in client service, operations, and compliance, I’m open to roles across financial services, tech, IT, cyber and risk consulting, sales, and operations. My goal is to join a team that values integrity, growth, and clear communication—whether in a startup, enterprise, or mission-driven organization, I’m ready to learn, adapt, and build something that matters.

Education

  • Fordham University

    Real Estate Institute; Introduction to Real Estate Development Course

  • John Cabot University

    Exchange Program; Business Administration and Management

  • CT State Norwalk

    Non-degree coursework in Applied Psychology

  • Loyola University Maryland

    Bachelor of Business Administration - BBA

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Charles Rand-Riccardi — Open to Roles in Financial Services, Sales, Tech, IT, Cyber & Risk Consulting, and Operations at Oppenheimer & Co. Inc. in Darien, CT, US | Unifers