Richard Wunderlich
Managing Director at Evergreen Financial Services Efs Investment Advisors
Based in Minerva, United States
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Seniority
Director
Department
General Business & Management
Location
Minerva
Industry
Financial Services
Company size
22
Contact information
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r•••••••@efsia.com
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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
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