Ricardo Calderon
Vice President, Sr Wealth Strategist @Mechanics Bank
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WORK HISTORY
Vice President, Sr Wealth Strategist @Mechanics Bank
Santa Barbara, CA, US
As a Wealth Strategist, my role is to drive profitability, the growth of assets under management and visibility of Mechanics Bank Wealth Management services in a territory extending from the Santa Ynez Valley to the Palm Springs/Southern California desert regions. I achieve this goal in partnership with my Rabobank colleagues and my outside network of COIs by introducing existing bank clients and prospects to the wealth management solutions offered by Rabobank Wealth Management. Clients serviced include high net worth individuals, families, non-profits and endowments. These solutions include but are not limited to the following- financial planning- custody services- equity and fixed income portfolios- Trustee services- estate administration services- guardianship and conservator services
EDUCATION
UC Santa Barbara
Bachelor's degree, History
ABOUT RICARDO CALDERON
As an investment professional with his CFA and CFP designations and over 19 years of investment experience and over 30 years in customer service and relationship management, I am inquisitive, enthusiastic and an optimist. I am client driven and service focused. I enjoy helping business prospects understand their financial needs and achieve their investment goals. I grow my business in partnership with my banking colleagues and my outside network of professionals (attorneys and CPAs) from the Santa Ynez Valley to Santa Barbara and Ventura counties and the Palm Springs/desert regions.
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