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Perfil
Mr. Richard P.
Dean is an Operations & Information Technology Manager at Muhlenkamp & Co., Inc. He joined the firm in September 2001 as the Securities Trader.
In 2004, he took on the role of Database Administrator, developing and maintaining databases for the client service managers, investment analysts, and operations personnel.
In 2007, he moved from primary trader to backup trader to enable him to focus primarily on technology-related projects.
His Information Technology (IT) responsibilities include: network administration and project management; hardware and software maintenance; maintaining trading & portfolio accounting systems; VOIP/unified messaging; and internal help-desk/training for all systems.
Mr. Dean gained experience in trading as well as portfolio management systems with Laurel Capital Advisors (a unit of the former Mellon Financial), and the Pittsburgh institutional office of Merrill Lynch.
He received a Bachelor of Arts in Accounting from Grove City College, which included a term abroad at New College, Oxford University studying Economics and International Finance.
He is certified by Interactive Intelligence to support the Client Interaction Center (CIC).
He maintains Series 7 and 66 securities registrations.
Cargos activos de Rich Dean
Empresas | Cargo | Inicio |
---|---|---|
Muhlenkamp & Co., Inc.
![]() Muhlenkamp & Co., Inc. Investment ManagersFinance Muhlenkamp & Co., Inc. is an independent, SEC-registered investment advisor headquartered in Wexford, Pennsylvania. The firm was founded by Ronal Muhlenkamp in 1977. Muhlenkamp & Co. Offers investment management services and financial planning services to pension plans, profit-sharing plans, endowment funds, individual and high-net-worth individuals, trusts, corporate accounts, wrap fee accounts, and a no-load mutual fund. | Trading-Equity | 01/09/2001 |
Antiguos cargos conocidos de Rich Dean.
Empresas | Cargo | Fin |
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Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Laurel Capital Advisors LLP
![]() Laurel Capital Advisors LLP Investment ManagersFinance Located in Pittsburgh, Pennsylvania, Laurel Capital Advisors LLP is a subsidiary of Mellon Financial Corporation (NYSE: MEL) and of Mellon Bank, N.A. | Trading-Equity | - |
Formación de Rich Dean.
Grove City College | Undergraduate Degree |
Experiencias
Funciones ocupadas
Relaciones
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Empresas relacionadas
Empresas privadas | 3 |
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Muhlenkamp & Co., Inc.
![]() Muhlenkamp & Co., Inc. Investment ManagersFinance Muhlenkamp & Co., Inc. is an independent, SEC-registered investment advisor headquartered in Wexford, Pennsylvania. The firm was founded by Ronal Muhlenkamp in 1977. Muhlenkamp & Co. Offers investment management services and financial planning services to pension plans, profit-sharing plans, endowment funds, individual and high-net-worth individuals, trusts, corporate accounts, wrap fee accounts, and a no-load mutual fund. | Finance |
Laurel Capital Advisors LLP
![]() Laurel Capital Advisors LLP Investment ManagersFinance Located in Pittsburgh, Pennsylvania, Laurel Capital Advisors LLP is a subsidiary of Mellon Financial Corporation (NYSE: MEL) and of Mellon Bank, N.A. | Finance |
Merrill Lynch & Co., Inc. | Finance |
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