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Rick A. Jaye is Greenbook’s Chief Financial Strategist, providing management support and financial planning oversight to the company’s Advisor community. His duties also include integrating existing programs into the Greenbook portfolio of solutions and developing new services and strategies for Greenbook clients. Before joining Greenbook, Mr. Jaye spent 23 years providing financial services to high-net-worth business owners and health professionals through his affiliation with several national planning and investment advisory organizations. Mr. Jaye serves on the Board of Directors of Doctors Bank, LLC, a bank holding company in Manhattan Beach, CA. He is a registered investment advisor representative and holds a life, health, and variable insurance license. Mr. Jaye earned an economics degree from the University of California, San Diego | 