Rick Claypoole
Chief Financial Officer @OptimaFI
Birmingham, AL, US
EMAILS
r••••••••@infusionmarketinggroup.com
MOBILE NUMBERS
+15•••••••69
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WORK HISTORY
Jul 2024 — Present
Chief Financial Officer @OptimaFI
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Birmingham, AL, US
EDUCATION
N/A
Robert Morris University
Master
2010 — 2010
Center for Creative Leadership
Executive Leadership Program
2011 — 2011
Wharton Business School & BBVA
Building a Customer-Centric Organization
1989 — 1993
Indiana University of Pennsylvania
Bachelor of Science
SKILLS
Product DevelopmentAnalysisLeadershipMarket ResearchMortgage LendingRetail BankingMarketingCommercial LendingCredit CardsFinancial RiskMarketing StrategyCommercial BankingProgram ManagementCreditCross SellingPortfolio ManagementFinancial ServicesCrmStart-UpsLoansAsset AllocationBankingRisk ManagementStrategySmall Business LendingStrategic PlanningProduct ManagementDue DiligenceCash ManagementCredit AnalysisRelationship ManagementForecastingData AnalysisSegmentationLines of CreditFinancial AnalysisMergers & AcquisitionsEntrepreneurshipProduct MarketingDeposits
ABOUT RICK CLAYPOOLE
C-Suite Executive with over 30 years experience in Financial Services.
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