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Author: Ricky Segers

Ricky Segers

Ricky is a business development associate responsible for engaging new potential clients. He graduated from Old Dominion University in 2016 with degrees in Economics and Supply Chain Management before completing graduate coursework in Human Resource Management at the University of Richmond. He holds his FINRA Series 7 License. As a collegiate athlete, he proudly kicked career long field goals of 50 and 51 yards against in-state rivals, UVA and William and Mary, respectively.

Advisors

8 Things to Include When Marketing Your Offering to Advisors

Many issuers rely on their own investor networks, but if you are seeking a broader reach for your offering, marketing to ...
Ricky Segers April 3, 2018 1

Why Investors Need to Perform Their Own Diligence (Even for Offerings that Go Through a Broker-Dealer)

A key component of WealthForge Securities’ business is the diligence we perform on all of the Regulation D offerings that we ...
Ricky Segers February 7, 2018 0

7 Commons Pitfalls When Structuring a Private Offering

  There is no overstating the importance of a first impression, especially when asking people for money. For issuers raising ...
Ricky Segers November 29, 2017 0
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