BEFORE ACCORDION
Platform Specialists
- OneStream
- Oracle
- Citigroup Global Markets
- KeyBanc Capital Markets
Rich is a Director in Accordion’s CFO Technology practice, with over 20 years of experience across finance, sales, marketing, and technology. He brings a combination of capital markets and software experience, with success on the vendor side and the consulting side.
At Accordion, Rich focuses on planning and performance management opportunities within the office of the CFO, working with sponsors, portfolio companies, and software partners to shape programs that modernize forecasting, consolidation, and reporting. He helps align client objectives with the right technology solutions, drawing on his experience with multiple platforms and his background in finance to support both diagnostic discussions and execution planning.
Before joining Accordion, Rich was Director of Strategic Accounts at Platform Specialists (acquired by Accordion in 2022). In that role, he identified and pursued new performance management consulting opportunities, managed key relationships with clients including Vimeo, ADP, and HarperCollins, and worked to elevate the firm’s profile with senior leaders at major software alliance partners.
Earlier, he spent four years in senior account executive roles at Oracle and OneStream and, prior to moving into software and consulting, 12 years as a Vice President in equities at KeyBanc and Citigroup, advising major mutual funds and hedge funds in the Western U.S. and contributing to the valuation and allocation of more than 100 IPOs and SPACs, including Alibaba, GoPro, The Trade Desk, and Arista Networks.
Rich holds a B.A. from the University of Dayton and an M.B.A. from the University of Southern California.