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Cima️ Scott Rickman

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Cima️ Scott Rickman

Senior Vice President, Client Strategist | BNY Wealth

Greenwich, Connecticut, United States

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Cima️ Scott Rickman

Summary

Cima Scott Rickman is a seasoned financial professional with extensive experience in wealth management and client strategy. Currently serving as Senior Vice President and Client Strategist at BNY Wealth, he has a proven track record in delivering tailored financial solutions. His career spans several prestigious firms, including JP Morgan Chase, Fidelity Investments, and Merrill Lynch, showcasing his deep expertise in investment advice and private banking. Cima holds an MBA in Finance from Boston College and a Master's in Taxation from the University of Miami, underscoring his strong academic foundation. He is known for his strategic thinking and ability to navigate complex financial landscapes. Outside of his professional endeavors, Cima is passionate about mentoring emerging talent in the finance sector, reflecting his commitment to leadership development. His diverse experience across various financial institutions equips him with a unique perspective on client relations and market dynamics.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Cima️ Scott Rickman

Work Experience

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Senior Vice President, Client Strategist at

BNY Wealth

March 2022 - Present

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Private Client Advisor at

Jpmorgan Chase Bank

September 2014 - March 2022

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Account Executive at

Fidelity Investments

February 2012 - April 2014

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Private Banking and Wealth Management at

Merrill Lynch

January 2006 - December 2010

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Private Wealth Management at

UBS

June 2004 - January 2006

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Investment Banking - Private Placements at

Rabobank

October 1997 - December 2001

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Corporate Tax Advisor at

PwC

September 1994 - September 1996

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Cima️ Scott Rickman

Education

University of Miami, Mst

January 1993 - January 1995

Boston University - School of Management, Bsba

January 1989 - January 1993

Frequently Asked Questions about Cima️ Scott Rickman

What company does Cima️ Scott Rickman work for?

Cima️ Scott Rickman is a Senior Vice President, Client Strategist at BNY Wealth, a company specializing in Functions related to depository banking.

Where Cima️ Scott Rickman graduated from?

Cima️ Scott Rickman holds a degree in Finance from Boston College - Wallace E. Carroll Graduate School of Management.

Who is Cima️ Scott Rickman?

Cima Scott Rickman is a seasoned financial professional with extensive experience in wealth management and client strategy. Currently serving as Senior Vice President and Client Strategist at BNY Wealth, he has a proven track record in delivering tailored financial solutions. His career spans several prestigious firms, including JP Morgan Chase, Fidelity Investments, and Merrill Lynch, showcasing his deep expertise in investment advice and private banking. Cima holds an MBA in Finance from Boston College and a Master's in Taxation from the University of Miami, underscoring his strong academic foundation. He is known for his strategic thinking and ability to navigate complex financial landscapes. Outside of his professional endeavors, Cima is passionate about mentoring emerging talent in the finance sector, reflecting his commitment to leadership development. His diverse experience across various financial institutions equips him with a unique perspective on client relations and market dynamics.

Cima️`s contact details

Colleagues

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Nicole Medeiros

Vice President, Client Relationship Team Lead

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Cfp Paul Sawina

Vice President

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Greg Warren

Vice President, Wealth Manager

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Hardik Desai

Solutions Architect, Senior Vice President

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Robyn Meredith

Senior Vice President, Client Strategist

Michael Pefferman

Sr. Wealth Manager, Fiduciary Specialist, VP

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Nicholas Friedmann

Board Member

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Eric Cheng

Senior Vice President

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Daniel Shulman Cap

Senior Vice President, Client Strategist

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Doug Digregorio

Vice President

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