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Work Background
Self-employedHighly skilled and experienced Cloud Service Entrepreneur
Feb. 2023 - Jun. 2024Houston, Texas, United StatesSeasoned Cyber Security and Cloud Infrastructure entrepreneur. Open to discussions and consultation on virtual infrastructure, cyber security, Iaas, PaaS, CSP, DaaS,
RIA in a BoxHead of VDI
May. 2021 - Feb. 2023Houston, Texas, United States
ĪTEGRIA®, LLCCEO and Founding Partner
Mar. 2007 - May. 2021Houston, Texas AreaITEGRIA® provides big business technology solutions for elite small and mid-size RIA firms, that protect them from cyberattacks as well as boost productivity. All so they can focus on servicing their clients to grow their business. Exclusively serving RIA firms allows us to go deeper than other partners, offering targeted services and solutions that protect your business in multiple and diverse ways. AdvisorCloud™ Virtual Desktop Infrastructure for RIA Firms Total AdvisorCloud Virtual Desktop Infrastructure (VDI) is a solid, 100% cloud-based solution that lets you and your RIA staff sign on to a private, protected environment to access applications, data and email securely—anywhere, any time. This leading-edge, network infrastructure technology is delivered through a familiar desktop experience, enabling fully personalized virtual desktops for each of your employees, with all the security and simplicity of centralized management for your firm. Making adoption easy and painless for your team. Because no two RIA firms are alike, our flagship solution, Total AdvisorCloud VDI, is as highly customized as it is private. We evaluate and build only the best technology solutions into our offering. Our immersion in the RIA field means we are adept at assessing your current needs, developing and deploying your unique technology management plan, as well as maintaining all RIA-related applications. We house all of your RIA-specific applications, data, and even email so you have instant access to essential information at all times, keeping your people productive and delighting your clients. ITEGRIA® provides each client with a highly skilled team to address its daily help desk and technology administration needs. To learn how we can protect and boost productivity at your RIA firm, visit itegria.com, give us a call at 224-563-3602, or direct message me here on LinkedIn.
Mimic Technologies, LLCFounder, Managing Partner, and CEO
Mar. 2007 - Mar. 2014Greater Chicago AreaMimic Technologies specializes in providing I.T. solutions, management and expertise to small and mid-sized investment advisory firms. As founder of Mimic Technologies, Richard has worked investment advisors across the country, crafting solutions to support every aspect of their technology infrastructure. Under Richard’s leadership, Mimic Technologies developed its Total AdvisorCare™ service, which now provides the technical support behind the management of over $22 billion in assets. Richard works to solve the unique technology issues facing Registered Investment Advisors (RIA's) of all kinds. Under Richard’s leadership, Mimic Technologies acts as a client’s dedicated I.T. department. His team delivers technology to address compliance requirements, supports CRM and portfolio management systems, secures data, and provides round-the-clock support. Mimic provides each client with a highly skilled team to address its daily help desk and technology administration needs.
Dakona, Inc.Project Manager
Jan. 2002 - Dec. 2007
Griffin, Kubik, Stephens & ThompsonNetwork Systems Analyst
Jan. 1996 - Dec. 2000
Medicon, IncProvider Payments
Jan. 1994 - Dec. 1996
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