Open To Work
Rick Turner
Rancho Santa Margarita,CA
Summary
Results-driven sales professional with successful 25+year career in the private placement RegD arena. Specializing in client engagement and partner relationship management. Strong track record in leading private placement sales teams, achieving significant growth in sectors such as tech, Ai medtech, energy, clean energy, precious metals, and real estate offerings. Career achievements include generating sales exceeding $50m.
Overview
20
20
years of professional experience
Work History
Director Shareholder Relations
PathFree Technologies
Irvine
06.2021 - 12.2025
- Coordinated cross-functional teams to showcase LLC investment materials and execute screenshare appointments for AI cardiac health solutions.
- Collaborated with senior leadership to define long-term growth objectives for the company.
Senior Account Executive
NPCC
Laguna Beach, California
03.2019 - 10.2022
Directed client relationships to secure satisfaction and retention utilizing LLC investment vehicle and screen share presentations related to deliverable clean energy solutions.
- Mentored junior staff members by offering guidance on effectively meeting client objectives.
- Managed client relationships to ensure satisfaction and retention.
- Developed strategic account plans to drive business growth.
- Led negotiations for contracts and pricing with key clients.
Education
Some College (No Degree) - Hospital Resource Management
United States Air Force
AF Technical, Wichita Falls, TXSkills
- Shareholder communication
- Stakeholder engagement
- Client engagement
- Financial analysis
- Data analytics
- Customer relationship management
Timeline
Director Shareholder Relations
PathFree Technologies
06.2021 - 12.2025
Senior Account Executive
NPCC
03.2019 - 10.2022
Some College (No Degree) - Hospital Resource Management
United States Air Force