Rick has spent over 25 years working for banks and management consulting and advisory firms focusing on the financial industry. Along with developing experience in product management, go-to-market strategy formation, Rick has led over 30 bank merger programs and system conversions both inside institutions and for BKM. This experience has helped him develop a unique perspective on the nuances of each deal and the ability to sift through requirements to ensure successful execution.
As Managing Director for Banking and Financial Services, Rick is also responsible for developing strategic solutions for banks, specialized financial service firms, B2B payment disruptors and payment providers, ensuring the Company’s alignment with the needs of the industry. As a former client of BKM, he shares the Company’s passion for creating meaningful marketing programs to yield positive results based on strategy and analysis. Rick has an understanding of not only the needs of clients but also the underlying drivers behind those needs and how to address them, knowing that each client is unique.
Prior to BKM, Rick was Director of the Commercial and Enterprise Payments practice at Mercator Advisory Group. He has also held leadership positions for Associated Bank, First National Bank of Omaha, CEB TowerGroup, and Rockland Trust. These roles have helped establish his distinct and broad understanding of the need for banks to effectively compete and differentiate themselves while operating in an increasingly regulated industry. Rick holds a BA in Marketing from Ohio State University and completed an executive management program in Strategy Formulation from Wharton School of Management.