Rick Fernandez
Northern Trust Wealth Management
- Role
- Director - Family Office Solutions at Northern Trust
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Rick Fernandez
Seasoned wealth management executive with 28 years of experience across the investment management and commercial banking segments. Adept at utilizing a holistic approach to identify and solve complex wealth management problems. Skilled relationship manager with extensive sales experience in the high net worth and commercial markets. Broad experience with firm-wide projects and revenue enhancing initiatives.
Experience
Director - Family Office Solutions
Oct 2024 — Present · Miami, FL, US
Education
Florida International University
BBA, Finance
1991 — 1993
University of Virginia Darden School of Business
MBA
2000 — 2002
Miami Dade College
Associate of Arts - AA
1989 — 1991
Skills
- Retirement Planning
- Hedge Funds
- Private Banking
- Asset Managment
- Relationship Management
- Asset Allocation
- Banking
- Mutual Funds
- Series 63
- Investment Advisory
- Commercial Banking
- Investment Management
- Etfs
- Credit
- Portfolio Management
- Loans
- Wealth
- Financial Planning
- Finance
- Asset Management
- Capital Markets
- Series 7
- Retirement
- Bonds
- Strategic Financial Planning
- Investment Strategies
- Alternative Investments
- Private Equity
- Financial Markets
- Wealth Management Services
- Fixed Income
- Project Management
- Securities
- Estate Planning
- Wealth Management
- Trust Services
- Goals Driven Investing
- Equities
- Investments
- High Net Worth Individuals
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.