Rick de Beauclair

Rick de Beauclair

Director of Client Services - Christopher Street Financial

Role
Director of Client Services at Christopher Street Financial
Location
New York, NY, US
LinkedIn followers
500 followers

About Rick de Beauclair

475 Park Avenue South, Suite 2100New York, NY 10••••12) Street Financial is an affiliate of Bluespring Wealth Partners, LLC, a wholly owned subsidiary of Kestra Holdings, Inc. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC. Investor Disclosures: site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (84••••••72).

Experience

  1. Director of Client Services

    Christopher Street Financial

    Apr 2003 — Present · NY, US

Education

  • Community College of the Air Force, Maxwell Air Force

    Associate's Degree, Applied Science, Health Care Management

  • University of Maryland Global Campus

    Bachelor of Science, Management Studies

    1997 — 2000

Skills

  • Marketing
  • Budgeting
  • Program Management
  • Project Planning
  • Leadership
  • Healthcare
  • Business Planning
  • Operations Management
  • Customer Relationship Management (Crm)
  • Investments
  • Crm
  • Management
  • Team Building
  • Business Strategy
  • Risk Management
  • Budgets
  • Asset Managment
  • Asset Management
  • Social Media
  • Strategy
  • Process Improvement
  • Strategic Planning
  • Management Consulting
  • Human Resources
  • Customer Service
  • Change Management
  • Analysis

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