Rick Polenske
Managing Director and Principal
- Role
- Managing Director and Principal at Robertson Stephens
- Location
- Boise, ID, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Rick Polenske
Experienced wealth management professional with a demonstrated history of working in the…
Experience
Managing Director and Principal
Sep 2021 — Present · Boise, ID, US
Education
California State University-Sacramento
BS, Pre Physical Therapy
1978 — 1980
Skills
- Wealth Management
- Investment Advisory
- Financial Planning
- Strategic Financial Planning
- Wealth
- Financial Risk
- Asset Allocation
- Banking
- Mutual Funds
- Investments
- Financial Services
- Series 7
- Insurance
- Portfolio Management
- Finance
- Retirement Planning
- Trading
- Wealth Management Services
- Investment Strategies
- Employee Benefits
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