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Robert's email & phone

Position:Senior Financial Advisor & Planner - Private Client at Empower
Experience:13 years
Location:Columbus, Ohio Metropolitan Area, United States

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Work Experience

Senior Financial Advisor & Planner - Private Client at Empower

Jan 2024 - Current

Vice President - Financial Consultant at Charles Schwab

Jan 2021 - Jan 2024

Senior Financial Consultant at TD Ameritrade

Jan 2016 - Jan 2024

Financial Consultant at TD Ameritrade

Jan 2016 - Jan 2018

Vice President - Institutional Investment Consultant at Lancaster Pollard

Jan 2014 - Jan 2015

Financial Advisor at Morgan Stanley

Jan 2013 - Jan 2014

Robert started working in 2013, then the employee has changed 4 companies and 5 jobs. On average, Robert works for one company for 2 years 10 months.

Education

Bachelor of Arts - BA at The Ohio State University

Minor at The Ohio State University Fisher College of Business

Current Company Information Empower

Name: Empower

Speciality: Wealth Management, Retirement, Investments, Investment Strategy, Financial Wellness

Location: Greenwood Village, CO, United States

Employees: 10000+

Description: At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve. It’s been an incredible journey so far, but ou...

Frequently Asked Questions

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

Robert's minimum period of employment in various companies is 1 year.

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

On average, Robert works for one company for 3 years

What industries has Robert worked in?

Robert works in the Financial Services.

What positions has Robert held before?

Previously, Robert worked as a Vice President - Financial Consultant, and Senior Financial Consultant, and Financial Consultant, and Vice President - Institutional Investment Consultant, and Financial Advisor.

How do I contact Robert?

Robert's email address is **@empower.com, phone number is +1-***-***-9565. Sign up to get contact details.

Robert Namesakes

Name
Company
Position
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Water- en Energiebedrijf Bonaire N.V.
Manager Business Unit Electricity
R
Managing Director
R
Head of Equity Trading Asia South, Asia North, Japan and Australia

Other employees at Empower

Name
Company
Position
P
Implementation Analyst
J
Senior Partner Services Representative
A
Senior Client Contribution Specialist

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