Bobby Berg

Bobby Berg: Email & Phone Number

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Associate Financial Advisor at Heritage Financial Advisors|Woodbine, Maryland, United States

Position:

Associate Financial Advisor at Heritage Financial Advisors

Location:

Woodbine, Maryland, United States

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Last updated: 2026-10-06
Updated: 2026-10-06

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Current work details
DepartmentInvestment Banking
Availability
TimezoneEDT
Best time to contact12:00 PM – 4:00 PM
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Work Experience 4 years

Associate Financial Advisor at Heritage Financial Advisors

Oct 2026 - Current

Client Services Associate at Heritage Financial Advisors

Jun 2026 - Oct 2026

Investment Intern at Messiah University

Aug 2025 - Dec 2025

Global Sourcing and Procurement Intern at USAA

Jun 2025 - Aug 2025

Salesperson and Cashier at LAXGEAR, LLC

Jun 2023 - Aug 2023

Lacrosse Coach at Mad Dog Lacrosse, LLC

Jun 2022 - Aug 2023

Bobby Berg started working in 2022, then the employee has changed 4 companies and 5 jobs. On average, Bobby Berg works for one company for 5 months.

Their professional focus is Contract Management, Cost Savings Strategies, and Creative Problem Solving across 3 core areas.

Education

Bachelor of Science - BS at Messiah University

Santa Fe Christian Schools

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