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Cfp Rick Withers

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Cfp Rick Withers

Managing Director | EPIQ Capital Group

San Francisco, California, United States

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Cfp Rick Withers

Summary

Rick Withers is a seasoned financial professional with over a decade of experience in investment management and business credit. As the Managing Director at EPIQ Capital Group, he leads initiatives that drive growth and innovation in short-term business credit. Previously, Rick held vice president positions at both Iconiq Capital and First Republic Private Wealth Management, where he provided strategic financial planning for high net worth clients. His career began at Luminous Capital, which was later acquired by First Republic Bank, showcasing his ability to adapt in a dynamic financial landscape. Rick is a graduate of UCLA, where he earned his Bachelor's Degree. His diverse background in both startups and established financial institutions equips him with a unique perspective on market trends and client needs. Passionate about emerging financial technologies, Rick is committed to leveraging innovation to enhance client experiences.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Cfp Rick Withers

Work Experience

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Managing Director at

EPIQ Capital Group

May 2018 - Present

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Vice President at

ICONIQ Capital

July 2016 - May 2018

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Vice President at

First Republic Private Wealth Management

January 2013 - July 2016

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Associate at

Luminous Capital

May 2009 - December 2012

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Cfp Rick Withers

Education

University of California, Los Angeles, Bachelor's Degree

January 2005 - January 2009

Frequently Asked Questions about Cfp Rick Withers

What is Cfp Rick Withers email address?

Cfp Rick Withers's primary email address is ****@epiqcg.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Rick Withers work for?

Cfp Rick Withers is a Managing Director at EPIQ Capital Group, a company specializing in Other Financial Investment Activities.

Where Cfp Rick Withers graduated from?

Cfp Rick Withers holds a degree in from University of California, Los Angeles.

How can I directly contact Cfp Rick Withers?

To contact Cfp Rick Withers directly, you can use the email address ****@epiqcg.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Rick Withers?

Rick Withers is a seasoned financial professional with over a decade of experience in investment management and business credit. As the Managing Director at EPIQ Capital Group, he leads initiatives that drive growth and innovation in short-term business credit. Previously, Rick held vice president positions at both Iconiq Capital and First Republic Private Wealth Management, where he provided strategic financial planning for high net worth clients. His career began at Luminous Capital, which was later acquired by First Republic Bank, showcasing his ability to adapt in a dynamic financial landscape. Rick is a graduate of UCLA, where he earned his Bachelor's Degree. His diverse background in both startups and established financial institutions equips him with a unique perspective on market trends and client needs. Passionate about emerging financial technologies, Rick is committed to leveraging innovation to enhance client experiences.

Cfp`s contact details

mail

****@epiqcg.com

Colleagues

Scott Mcwilliams

Vice President

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Peter Zanino

Vice President

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Meredith Albright

Vice President

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Derek Jensen

VP of Finance

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Justin Renaudin Cfa

Vice President

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Christy

Vice President

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Henry Woodruff

Managing Director

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Garrett Bailey

Vice President of Investments

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Chad Boeding

Chief Executive Officer

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