Rich has worked in Brokerage, Clearing and Private Banking, in IRS Regulatory Compliance for over 25 years.

Rich has been with Wall Street Concepts for the past 13 years, primarily working on the development and client support functions of the Compliance Plus Service.
In 2016 Rich was promoted to Client Services Manager

Rich graduated Cum Laude from CUNY - Brooklyn College with a degree in Business Management and Finance and has an MBA in Computer Information Systems from the Zicklin School of Business at CUNY - Baruch College.