Rick Berta is currently the VP, Eastern Divisional Leader at LPL Financial, where they are responsible for the growth and development of Credit Union investment programs, focusing on recruiting, training, and developing successful financial advisors. They have previously served as a Program Manager and Financial Advisor at CUSO Financial Services, LP, and worked as a Financial Advisor/Retail Investment Officer at PNC Investments. Rick is pursuing a Bachelor of Arts in Journalism/Advertising at the University of Wisconsin-Eau Claire.
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