Biography
As an International Investment Associate at Cross Border Wealth, Richard supports the firm’s advisors in assisting U.S.-connected global individuals and U.S.-based expats with their overseas wealth and retirement planning needs. Based in the firm’s Manila outpost, he plays a pivotal role in facilitating seamless communication between clients and advisors, ensuring that every client receives timely guidance on managing their U.S. retirement assets from abroad.
Richard also contributes to business development initiatives and client engagement strategies, helping strengthen relationships with prospective clients and improve process efficiency. He takes pride in guiding individuals toward regaining control of their U.S. retirement accounts - simplifying what is often a complex and intimidating process.
Outside of work, Richard enjoys spending quality time with family, exploring new destinations, indulging in music, and socializing with friends.
Career
Richard's extensive and diverse career background - having worked in customer service, recruitment and the executive offices serves him well as he reaches out to potential clients from different regions.
