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Marc Anthony Richardson MBA CPM

MR
Message

Roles available for:

  • Fractional
  • Consulting
  • Contract
  • Interim

FCIO

Fractional Chief Investment Officer

FCIRO

Fractional Chief Investor Relations Officer

FCRO

Fractional Chief Retirement Officer

  • Glen Allen, Virginia, United States
MR
Message

Marc Anthony Richardson MBA CPM

Add to favorites

Roles available for:

  • Fractional
  • Consulting
  • Contract
  • Interim

FCIO

Fractional Chief Investment Officer

FCIRO

Fractional Chief Investor Relations Officer

FCRO

Fractional Chief Retirement Officer

  • Glen Allen, Virginia, United States
Experience
  • Vice President, Lead Trust Investment Portfolio Manager

Strengths in this role: Collaborative, Lead by Example, Merit Oriented, Coaching Style of Leadership, Round-Table Mindset, Meticulous with Data Analytics, Talented Data Visualizer, Easy and Simple Communicator.

Industry Group: Finance

Industry: Investment Management

Years of experience: 12 years

Company name: Blue Ridge Bankshares

Company size: 622 employees

Role in this company: I lead the Asset Management team to ensure that our Trust Officers are not only making efficient and suitable investment decisions for their clients but are also justifying these decisions with detailed financial analysis and easy-to-communicate reporting strategies. My “round-table” focused structure of work is geared around ensuring that we meet and exceed regulatory standards, internal policy, and Trust document dictations as a team.

Company name: Wells Fargo

Company size: 268,531 employees

Role in this company: Recognized as one of the top producers in the region. Cultivated strong working relationships with individuals and established businesses in the Richmond area with complex financial needs. Developed a niche within the Business Banking Advisory Specialist team to develop long-term business development strategies with private medical practitioners (namely dentists, optometrists, and veterinarians) that were grounded in long-term cash flow, investment management, and legacy planning strategies.

Company name: Merrill Lynch

Company size: 15,000 employees

Role in this company: Worked in an industry-leading team. Obtained FINRA licenses and established an initial client base. Organized successful business outreach activities, including trade shows, dinner events, and educational programs to promote the value of working with me and how I can help them achieve their financial goals.

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Dear Employers, Members & Friends of GigX

 

First, we hope you and yours are as safe and well as possible, considering these unprecedented times.

Second, we wanted to make you aware of the new membership & pricing options so you can see what we've been working on for the community. You can find further information on our blog, as well as a variety of other helpful content.

Third, for employers and outplacement companies that are facing the necessity and consequences of layoffs and furloughs, we have solutions such as volume pricing to allow the inclusion of a GigX Membership in transition/service packages to ease the adjustment and provide access to the gig economy for those affected.

Finally, we are pleased to announce a new partnership with SoleVenture that will provide GigX Members with additional benefits, and opportunities for SoleVenture’s customers to increase their exposure.

Together we will persevere.

Stay strong!
The GigX Team