Regional Vice President
Mr. Burdick oversees the Stira Capital Markets Group’s (SCMG) Florida region. He manages SCMG’s sales efforts, supports registered reps and advisors, and cultivates SCMG’s broker-dealer channel in Florida. Rick has over 20 years of experience in the financial services industry, being in the Florida region since 2006. Throughout his career, Rick has raised over $2 billion in assets across different investment products. Working for companies such as Prudential Financial and American Skandia, Rick has always been recognized as a leader in his territory. He is known for delivering dynamic sales presentations as well as the many educational CE courses including annuities, investments, retirement planning and risk management.
Licenses: FINRA Series 6, 7, 63 and 65
Cell: (504) 400-9085
Fax: (949) 333-1746
Associate Vice President
Prior to joining SCMG, Sarah worked as a customer relations manager for Blom Bank, a leading Lebanese financial institution. In this role she handled retail banking and financial services and reviewed customer portfolios. She also applied her knowledge of banking products, lending procedures and financial risk analysis to help existing and new customers advance their finances.
While at Blom Bank, Sarah delivered double-digit growth in revenues, deposits, loans and investments in a challenging financial market. Sarah earned her Bachelors of Science in Business Administration and Management from Saint-Joseph University of Beirut. She holds a Fundamentals of Business Certificate from Harvard Business School.
Office: (949) 333-1717