Rick has over twenty years of banking experience with deep expertise in customer relationship management and community engagement. He has held leadership positions at community and national banks in the Western United States, managing teams and developing operational models. In his role as Private Banking Manager, Rick manages the complete customer relationship providing exceptional service to customers with distinct banking, investment and trust management needs.
Finances and banking are very personal and private to people. Customers look for (and deserve to have) knowledgeable and ethical professionals with whom they can develop a relationship so that they have a trusted resource to help them succeed financially.
What do you want people to know about your team
The Private Banking team in Santa Fe takes great pride in knowing their customers and developing relationships so that they become true friends. The team is from the community and is very community focused. They are skilled, tenured and sincere in their approach to providing their clients a unique customer experience.
Favorite moment in history (or sports)
To keep it fun – and being a Rodeo fan – my favorite moment in sports was having the opportunity to watch Trevor Brazile set the record for fasted time in the tie down roping at the National Finals Rodeo.
Investment and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.