Rick Fulford

Caloptima Investment Committee @CalOptima

Newport Beach, CA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2023 — Present

Caloptima Investment Committee @CalOptima

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CA, US

Investment Committee member for Orange County\'s largest health insurer

EDUCATION

1998 — 2000

University of California, Irvine - The Paul Merage School of Business

MBA, Finance

1991 — 1994

California Polytechnic State University-San Luis Obispo

BS Civil Engineering, Civil Engineering

SKILLS

Asset AllocationMutual FundsPortfolio ManagementSolutions DesignFixed IncomeHedge FundsCapital MarketsInvestment ManagementInvestmentsAlternative InvestmentsDerivativesSecuritiesAsset ManagementPension FundsFinancial ModelingBloomberg

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

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