Rick worked for JP Morgan Chase for 16 years before joining Cadaret Grant in 2005, As Vice President, Head of Data Solutions, Rick oversees the current data activities at Cadaret Grant while helping to develop and execute on the broader data strategy for the enterprise. This involves data integration, business intelligence reporting, advanced analytics, and data visualization. Rick enjoys learning and improving processes. His knowledge and career experience offer insights into new ways to streamline procedures and enhance efficiencies.