Rick Juarez

Rick Juarez has extensive work experience in the investment banking sector. Rick has held various managing director roles in reputable financial institutions such as Imperial Capital, Waller Capital Partners, Morgan Joseph TriArtisan, Nollenberger Capital Partners, Stanford Group Company, and Robertson Stephens. In addition, they have experience as a managing partner at AlphaCap Ventures and served as a Senior Manager at Deloitte Consulting. Throughout their career, Rick has demonstrated expertise in areas such as M&A advisory services, equity and debt issuance, strategic planning, and improving operational performance for clients.

Rick Juarez earned an MBA in Finance and Investing from Harvard Business School. Rick attended from 1990 to 1992. Prior to that, they obtained a Bachelor of Science (BS) in Banking, Corporate, Finance, and Securities Law from California State University, East Bay, which they completed from 1982 to 1988. Additionally, Rick has various certifications including FINRA Series 24, 7, 79, 63, and 65. No information is provided regarding the institution or year they obtained these certifications.