Rick Friedman, Associate Portfolio Manager at White Oak Global Advisors, LLC

Rick Friedman

Associate Portfolio Manager at White Oak Global Advisors, LLC | San Francisco Bay Area, United States

Profile last verified August 2026
Financial Services Verified Profile San Francisco Bay Area, United States University of California, Berkeley
Verified

Personal Email

***@sbcglobal.net

Personal • High Confidence

Phone Number

(**) *** *** 727

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Rick Friedman Socials
Rick Friedman Work Experience

Associate Portfolio Manager at White Oak Global Advisors, LLC in June 2016 - Present

Portfolio Manager at White Oak Global Advisors, LLC in February 2019 - Present

Agency Development Manager at Colonial Life in April 2013 - June 2016

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VP Operations at Consumer Marketing Systems LLC in August 2012 - December 2014

Financial Advisor at JPMorgan Chase & Co. in November 2009 - August 2012

Financial Advisor Wealth Advisory Specialist at Morgan Stanley in April 2006 - November 2009

Director Of Sales at GTRAN in August 2002 - April 2006

Operations Manager at GTRAN in May 1999 - July 2002

Accounting Manager at GTRAN in January 1998 - July 2002

Consultant at Peninsula Designs LLC in January 1998 - July 1998

Collectional Manager at The Greenbrier Companies in April 1997 - November 1997

Banquest Supervisor at The Ritz-Carlton Hotel Company, L.L.C. in April 1991 - September 1997

Rick Friedman Education

University of California, Berkeley, Bachelor of Arts (BA)

San Francisco State University, Master of Business Administration (M.B.A.)

Rick Friedman Skills
Portfolio Management Strategic Financial Planning Investments Mutual Funds Mortgage Lending Financial Analysis Credit Equities Banking Finance
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Financial Services Loans Financial Advisory Negotiation Cash Management Fixed Income Small Business New Business Development Asset Management Executive Management Relationship Management Strategy Business Development Cross-functional Team Leadership Start-ups
About Rick Friedman’s Current Company
Rick Friedman’s Colleagues
Darius Mozaffarian

Darius Mozaffarian

Ross, California, United States

Partner & President, White Oak Global Advisors, LLC

Partner & President at White Oak Global Advisors, LLC
(May 2008 – Present)

David Schulz

David Schulz

Walnut Creek, California, United States

Fund Accounting Manager at White Oak Global Advisors, LLC

Fund Accounting Manager at White Oak Global Advisors, LLC
(July 2014 – Present)

JS

Jake Schapiro

San Francisco Bay Area

Vice President at White Oak

White Oak Global Advisors, LLC
(Present)

CJ

Christian Jorda

San Francisco, California, United States

Senior Controller at White Oak Global Advisors, LLC

Senior Controller at White Oak Global Advisors, LLC
(October 2011 – Present)

JB

Joseph Breslin

Jacksonville, Florida, United States

Senior Legal Counsel at White Oak Global Advisors, LLC

Senior Legal Counsel at White Oak Global Advisors, LLC
(Present)

Erik Bethel

Erik Bethel

Miami, Florida, United States

General Partner Mare Liberum

The Council on Global Competition and Innovation (CGCI), in partnership with government agencies, partner nations, and private sector leaders, serves as a nonpartisan, nonprofit organization established to promote and accelerate the deployment of GCI investments at scale.

Glo...

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Frequently asked questions about Rick Friedman

What is Rick Friedman email address?

Email Rick Friedman at [email protected] and [email protected]. This email is the most updated Rick Friedman's email found in 2026.

How to contact Rick Friedman?

To contact Rick Friedman send an email to [email protected] or [email protected].

What company does Rick Friedman work for?

Rick Friedman works for White Oak Global Advisors, LLC.

What is Rick Friedman's role at White Oak Global Advisors, LLC?

Rick Friedman is Associate Portfolio Manager

What industry does Rick Friedman work in?

Rick Friedman works in the Financial Services industry.

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