Rich is a Director in the CFO Technology Practice with nearly 20 years of experience across finance, sales, marketing, and technology.
Before joining Accordion, Rich was the Director of Strategic Accounts for Platform Specialists (acquired by Accordion in 2022). At Platform Specialists, Rich identified and pursued new opportunities for CPM consulting work; managed relationships with key customers such as Vimeo, ADP, and HarperCollins; and elevated Platform’s brand profile with senior leaders at Oracle and Anaplan.
Prior to this, Rich spent 4 years in Senior Account Executive roles at both Oracle and OneStream. He is one of a very small number of CPM professionals with hands-on experience in Oracle, OneStream, Anaplan, and Workiva.
Before his transition to software and consulting, Rich spent 12 years as a Vice President in Equities at KeyBanc and Citigroup. Based in Los Angeles, he advised many of the largest Mutual Funds and Hedge Funds in the Western U.S. He was involved in the valuation and allocation of 100+ IPOs and SPACs, including Alibaba, GoPro, The Trade Desk, and Arista Networks.
Rich holds a B.A. from the University of Dayton and an M.B.A. from the University of Southern California.
"Always read something that will make you look good if you die in the middle of it." – PJ O’Rourke