Rick Palmer

EXPERTISE

  • Sarbanes-Oxley and SEC
  • Audit and risk management
  • Regulatory compliance
  • Financial/accounting due diligence
  • Forecasting and budgeting
  • Financial and cost-benefit analysis
  • Strategic planning

Rick Palmer, CPA (inactive)

BGA since 2020. 42 Years Experience.

Highly skilled professional with nearly 40 years’ experience in financial management across a range of industries. Extensive experience in transaction due diligence, business transitions and accounting systems/control procedures design.

EXPERIENCE

  • Automobile Club of Southern California — VP-Audit, VP-Finance, VP & Controller
  • First Interstate Bancorp — Senior Vice President-Finance, Vice President & Deputy Comptroller
  • Western Financial Bank — Senior Vice President & CFO

ASSOCIATIONS & CERTIFICATIONS

  • Certified Public Accountant, California (Inactive)

INDUSTRIES SERVED

  • Property and casualty insurance
  • Securities brokerage
  • Mortgage
  • Commercial and retail banking
  • Motor club operations