Rick Fulford
Independent Director / Retirement, Investment & Distribution Strategy
- Role
- Caloptima Investment Committee at CalOptima
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Rick Fulford
Proven leader in Asset Management with a deep expertise in the design and distribution of retirement and investment solutions. Combines experience in leading best-in-class client-facing and business development teams with documented success of building and scaling organizational infrastructure to sustain growth. Serves as reliable thought leader and public spokesperson, with highly developed communication and influencing skills enabling highly effective board relations and client management. Leverages technical skills in bringing careful attention to details, while able to translate into the higher-level language of senior decision-makers
Experience
Caloptima Investment Committee
Nov 2023 — Present · CA, US
Investment Committee member for Orange County\'s largest health insurer
Education
University of California, Irvine - The Paul Merage School of Business
MBA, Finance
1998 — 2000
California Polytechnic State University-San Luis Obispo
BS Civil Engineering, Civil Engineering
1991 — 1994
Skills
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Solutions Design
- Fixed Income
- Hedge Funds
- Capital Markets
- Investment Management
- Investments
- Alternative Investments
- Derivatives
- Securities
- Asset Management
- Pension Funds
- Financial Modeling
- Bloomberg
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