Verified recordFinancial Services

Richard Wunderlich

Managing Director at Evergreen Financial Services Efs Investment Advisors

Based in Minerva, United States

View on LinkedIn

7-day free trial · no credit card

Seniority

Director

Department

General Business & Management

Location

Minerva

Industry

Financial Services

Company size

22

Contact information

Reveal Richard's email and phone

Direct contact data is gated. Sign up and reveal. You only pay for verified records.

Email

1 credit

r•••••••@efsia.com

Phone

5 credits

+1 ••• •••• ••••

You only pay for valid records. Bounced emails and disconnected numbers cost nothing.

Background

About Richard Wunderlich

I’m a seasoned digitally oriented financial executive, consultant, and strategist with broad experience in all aspects of capital formation and preservation. I’m proficient in asset protection, operational management and scenario analysis. I’ve worn many hats in my career – auditor, financial planner, tax researcher, manager, marketer and strategist. As a result, I have a unique ability to manage multi-disciplinary projects and navigate complex challenges. But actual experience has taught me that my professional value boils down to the following- I’ve been involved in accounting, tax and securities software since the PC was born- I am a multi-linguist of technology-driven business. I speak fluent geek, bean-counter, marketer, tax & securities practitioner, trainer, salesperson and difficult client. Understanding means fewer missteps, and missteps cost a fortune- I don’t care who gets credit. I just want to be on the winning team- I have big ideas- Lots of people have big ideas. Execution is what matters, and I do execution- If my left and right brains were hands, I’d be ambidextrous- I’m the calm one- The U.S. Navy trained me to run toward fires as a conditioned response. I love making new professional acquaintances. Reach out if you want to talk early-stage startups, technology, business, NASCAR or horses. Specialties: securities compliance, SEC reporting, forensic accounting, asset protection, special purpose entities, taxation, wealth management, system implementation, veterinary hospital management wunderlich.richard@gmail.com richardwunderlich.com

Decision-makers

Other people at Evergreen Financial Services Efs Investment Advisors

Browse the Evergreen Financial Services Efs Investment Advisors team →

Build a list of verified contacts at Evergreen Financial Services Efs Investment Advisors

Free for 7 days · 50 credits · no card · only pay for verified records.

Start free

Reach more buyers like Richard

250M+ professionals with verified email and phone. You only pay for records that actually verify.

7-day trial · no credit card · cancel anytime

Richard Wunderlich Email & Phone Number @ Evergreen Financial Services Efs Investment Advisors | Kipplo Discover