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Todd Richey, CFA

Todd Richey, CFA

AVP

Followers of Todd Richey, CFA837 followers
location of Todd Richey, CFAHuntington Beach, California, United States

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  • Timeline

  • About me

    Wealth Management, Corporate Finance, M&A

  • Education

    • University of Southern California - Marshall School of Business

      1984 - 1988
      BS Business

    • University of California, Irvine - The Paul Merage School of Business

      1995 - 1997
      MBA Finance

  • Experience

    • Heller Financial

      Jan 1988 - Jan 1993
      AVP

      Leverage Buyouts

    • Bumble Bee Seafoods

      Jan 1993 - Jan 1995
      Consultant

      Strategic Planning and turnaround consulting

    • BNP Paribas

      Jan 1997 - Jan 1998
      AVP

      Healthcare Capital-Venture Debt and LBO

    • Banc of America Securities

      Jan 1998 - Jan 2003
      Principal

      Investment Banking, M&A, LBOs, High Yield, Public Equity

    • University of California, Irvine

      Jun 2003 - now
      Full-time Faculty

      Investment Management, Corporate Finance, M&AThe Paul Merage School of Business

    • Bank of America Merrill Lynch

      Sept 2007 - Sept 2010
      Portfolio Manager

      Managed $100 million global equity strategy, in addition to developing and managing other investments in areas such as fixed income, commodities, and derivative related investments.

    • CFA Society of Orange County

      Jun 2010 - May 2011
      Past President

      Develop and manage programs to support members and the community

  • Licenses & Certifications

    • Chartered Financial Analyst(R) Charterholder

      CFA Institute
      Jun 2003