Rick Fergesen
SVP, Advisor Engagement at Osaic | St Paul, Minnesota, United States
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
Rick Fergesen serves as the President and CEO of Woodbury Financial Services, where he leverages over 30 years of experience in the financial services industry to drive strategic growth and operational excellence. Under his leadership, Woodbury Financial has not only enhanced its market position but has also cultivated a culture of innovation and talent development. Rick's vision encompasses a comprehensive strategy that aligns the sales organization with evolving market demands, ensuring that advisors are equipped with the tools and resources necessary to thrive in a competitive landscape.
A key member of the Advisor Group Executive Leadership team, Rick plays a pivotal role in shaping the overall direction of the organization. His expertise in strategic planning, risk management, and retirement solutions has been instrumental in launching key initiatives that enhance client engagement and satisfaction. Notably, he has spearheaded projects focused on retirement planning and insurance products, which have significantly broadened the firm's offerings and improved client outcomes.
Rick's commitment to delivering economic and strategic value is evident in his hands-on approach to leadership. He actively mentors emerging leaders within the organization, fostering a collaborative environment that encourages innovation and accountability. With FINRA licenses 7, 24, and 27, he possesses a deep understanding of regulatory frameworks and compliance, further solidifying Woodbury Financial’s reputation as a trusted partner in the financial services sector. As a growth-oriented leader, Rick continues to inspire his team to achieve excellence while navigating the complexities of the financial landscape.
SVP, Advisor Engagement at Osaic in December 2024 to Present
President and CEO, Woodbury Financial Services at Advisor Group - Woodbury Financial Services in March 2014 to December 2024
Executive Vice President Business and Field Development at AIG - Advisor Group - Woodbury Financial Services in December 2012 to March 2014
Senior Vice President and Chief Financial Officer at The Hartford - Woodbury Financial Services in April 2001 to November 2012
Vice President of Strategic and Operational Planning at Fortis Financial Group in September 1998 to April 2001
Vice President of Finance and Controller at US Bancorp, Corporate Payment Systems in March 1994 to September 1998
Consulting Service Manager at McGladrey & Pullen CPA's & Consultants, National Financial Institutions Consulting Group in October 1988 to February 1994
See more
See less
Strategic Planning
Financial Services
Retirement
Retirement Planning
Mutual Funds
Fixed Annuities
Insurance
Series 7
Investments
Risk Management
Strategic Financial Planning
Wealth Management
Management
Life Insurance
Financial Planning
See more
See less
Discover more about OsaicWhat is Rick Fergesen email address?
Email Rick Fergesen at [email protected]. This email is the most updated Rick Fergesen email found in 2026.
What is Rick Fergesen phone number?
Rick Fergesen phone number is +19528187423 and +16517021818.
How to contact Rick Fergesen?
To contact Rick Fergesen send an email to [email protected]. If you want to call Rick Fergesen try calling on +19528187423 and +16517021818. (updated on October 31, 2024)
What company does Rick Fergesen work for?
Rick Fergesen works for Osaic
What is Rick Fergesen's role at Osaic?
Rick Fergesen is SVP, Advisor Engagement
What industry does Rick Fergesen work in?
Rick Fergesen works in the Financial Services industry.
Rick Fergesen Email Addresses
Rick Fergesen Phone Numbers
looking for?
Find personal and work emails for over 250M professionals.
People like Rick Fergesen
Credit Bureau Specialist at American Honda Finance Corporation
Principal at KLNB
Production Engineer at GD NASSCO
Counselor, M.Ed. LPCC. LCADC. at Lake Cumberland Regional Hosptial 606-678-3508
Senior Naval Science Instructor at North Plainfield High School
Finance manager... Internet manager... Sales at CarX Auto Sales
supply chain professional at Mondelēz International
Mechanical Designer at HAWA Incorporated
VP, Interest Rate Derivatives Trader at SMBC Capital Markets, Inc.
Director, Women's Apparel at zulily
Managing Director, North America at NeuroTags
Group Manager at Intuit
Plant Manager at GrafTech International
Owner at Smith Financial Corporation
Business Development Coordinator at Mantua Manufacturing
Owner at JKL Creative
Window tinter at Self employed tinter
Office Runner at Morgan and Morgan, PC
Research Scientist at Carnegie Mellon University
Administrative Assistant & Paralegal in training at National Employment Practices, Inc.
Show more
Show less