Rico Casares

Rico Casares has extensive experience in the financial services industry, currently serving as Director of Business Consulting at AssetMark since June 2012. In this role, Rico focuses on enhancing efficiency, productivity, and profitability for clients through a successful business consulting program. Prior experience includes Assistant Regional Director of Sales at Raymond James Financial Services, where responsibilities included practice management and branch supervision across multiple states, and Director of Operations at Bayshore Title. Earlier roles encompass agent and financial services product associate at State Farm, as well as supervisor at Raymond James Financial Services. Rico holds an MBA in Management and Investments from the University of Notre Dame and a Bachelor of Science in Finance from the University of South Florida, along with an Associate of Arts degree from the University of Florida.