Richard Sikes, CFA, MBA

Richard Sikes, CFA, MBA started their work experience in 2008 at Fidelity Investments, where they worked as a Financial Representative and then as a Premium Relationship Associate. From 2008 to 2012, they worked as a Fixed Income Specialist at Fidelity Investments. In 2012, Richard joined EverBank as a Senior Financial Risk Analyst, where they were responsible for performing updates to the QRM framework and modeling the impact of risk on the balance sheet and earnings. In 2015, they transitioned to the role of Asset Liability Manager at EverBank before leaving in May 2016. Since May 2016, Richard has held the position of Founder & CEO at HazlnutCo.

Richard Sikes, CFA, MBA obtained their Bachelor of Arts degree in Finance and Real Estate from Florida State University, graduating in 2008. Richard furthered their education by pursuing a Master of Business Administration (M.B.A.) from the University of Florida, which they completed in 2017. In addition to their academic achievements, Richard also holds the Chartered Financial Analyst (CFA) certification, which they obtained from the Chartered Financial Analyst Institute in November 2012.