Rick has an extensive investment banking and accounting background. He has had leadership responsibility for transactions involving mergers, acquisitions, restructurings and capital-raises. The total value of these transactions exceeds $10 billion and involves companies in a variety of industries including high-tech, medical products, telecommunications, financial services, transportation, general industrial and consumer products.

Rick spent twelve years at the North American affiliate of NM Rothschild & Sons where he provided financial advice to US and European-based companies. He also launched and managed a newly established corporate transaction development effort at Banc of America Securities where he assisted the firm’s merger and acquisition clients with corporate development, strategic analysis and strategic planning. In 2004, Rick became COO of Connectance, a healthcare information technology company.

Rick has an MBA from New York University and a Masters degree in Accounting from the University of Southern California.