Rick Doyle
About Rick Doyle
Rick Doyle is a Financial Representative with extensive experience in the financial services industry, currently working at Modern Woodmen of America and OneMain in the Tulsa, Oklahoma area. He specializes in helping clients define their financial goals and develop personalized strategies to achieve them.
Work at Modern Woodmen of America
Rick Doyle has served as a Financial Representative at Modern Woodmen of America since 2019. In this role, he provides financial guidance and products as part of a member-owned fraternal financial services organization. His responsibilities include helping clients define their financial goals, assessing their current financial situations, and creating adaptable financial plans. Doyle engages in social, educational, and volunteer activities that are part of the benefits offered to members, emphasizing a community-oriented approach to financial services.
Current Role at OneMain
Since 2016, Rick Doyle has worked as a Loan Specialist at OneMain in the Tulsa, Oklahoma area. In this position, he assists clients with their loan needs, providing personalized service and financial solutions. His experience in this role complements his work at Modern Woodmen of America, allowing him to offer a broad range of financial services to his clients.
Previous Experience in Banking
Rick Doyle has a background in banking, having worked as a Banker at Bank of Oklahoma from 2008 to 2010. This two-year experience provided him with foundational knowledge in financial services and client management. Prior to his banking career, he also worked as a Bartender at Wolfgang Puck from 2012 to 2013, which contributed to his customer service skills.
Education and Expertise
Rick Doyle studied Business/Commerce at Scottsdale Community College. His educational background supports his expertise in financial services, enabling him to assist clients effectively in defining their financial goals and developing tailored financial strategies. His approach is personalized, focusing on the individual needs and objectives of each client.
Financial Services Offered
As a Financial Representative at Modern Woodmen of America, Rick Doyle offers securities through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America. He provides a range of financial products and guidance, helping clients navigate their financial journeys within a member-focused framework.