B

Brian Roberts's
email & phone

Current Position:

Relationship Manager at Roberts Wealth Advisors

Experience:

35 years

Location:

Menlo Park, California, United States

How to contact Brian Roberts

emailb**@roberts-wa.com
phone+1-***-***-5568
Instagram
LinkedIn
Pinterest
YouTube

Work Experience

Relationship Manager at Roberts Wealth Advisors

Nov 2020 - Current

Principal at Nelson Capital

Feb 2004 - Nov 2020

Sr. Portfolio Manager at Nelson Capital Management

Nov 1994 - Feb 2002

Basketball Manager at Santa Clara University

Jan 1990 - Jan 1994

Brian Roberts started working in 1990, then the employee has changed 3 companies and 3 jobs. On average, Brian Roberts works for one company for 8 years 3 months.

Education

MBA at Santa Clara University

Bachelor of Science (B.S.) at Santa Clara University

Current Company Information Roberts Wealth Advisors

Name: Roberts Wealth Advisors

Speciality: Wealth Management, Asset Management, Financial Planning

Location: Palo Alto, California, United States

Employees: 1-10

HQ Phone: 650.240.2410

Description: Roberts Wealth Advisors integrates wealth and asset management for high net-worth individuals and families. Twenty-six years of industry experience has reinforced the value of rela...

Frequently Asked Questions

What is Brian Roberts's minimum period of employment in the companies?

Brian Roberts's minimum period of employment in various companies is 4 years.

What is Brian Roberts's average duration of employment for different companies?

On average, Brian Roberts works for one company for 9 years 4 months

What industries has Brian Roberts worked in?

Brian Roberts works in the Financial Services. Previously, Brian Roberts worked in the Higher Education.

What positions has Brian Roberts held before?

Previously, Brian Roberts worked as a Principal, and Sr. Portfolio Manager, and Basketball Manager.

How do I contact Brian Roberts?

Brian Roberts's email address is b**@roberts-wa.com, phone number is +1-***-***-5568. Sign up to get contact details.

Who is the President/CEO/Director of the Roberts Wealth Advisors?

The President/CEO/Director of the Roberts Wealth Advisors is Suzanne Herman

Who are Brian Roberts's peers at other companies?

Brian Roberts's peers at other companies are Luz Thomas De Almonte and Christopher Lomas and Mary Kate Durkin
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Brian Roberts Namesakes

Name
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Position
B
Senior Product Manager, Conversational AI
B
Senior Team Lead, Account Management
B
Assoc Dir-Pro & Proj Mgmt
B
Deposit Systems Development Manager
B
Director, Embedded Systems
B
Senior Director, Data Solutions
B
Affiliate Faculty & Internship Coordinator

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