Years of experience: 19

Customer Care SpecialistCustomer ServiceFinancial PlannerTraderInvestment OfficerFinancial Analyst

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Bob's Career Path
Director of InvestmentsJan. 2025 -
Present
7PW WealthDirector of Investments
Charlotte, North Carolina, United States•Strategically aligned client portfolios with individual and advisor goals, ensuring transparency and fostering trust. •Established and implemented investment objectives and policies that directly supported the organization's overarching vision. •Provided strong leadership to the investment department, clearly communicating portfolio rationale and suitability to advisory teams. •Conducted com...
Vice President, Advice and Planning Analyst III at Truist WealthMar. 2022 -
Dec. 2023
Truist WealthVice President, Advice and Planning Analyst III at Truist Wealth
Charlotte, North Carolina, United StatesServes approximately 12 million households with leading market share high growth markets. Offers a wide range of services small business and commercial banking; asset management; and capital markets expertise. • Financial planning resource for advanced planning concepts, strategies, and applicable laws. • Apply relevant and up-to-date expert level knowledge regarding complex financial plannin...
Head of Portfolio ManagementJan. 2017 -
May. 2021
Alphastar Capital Management, LLCHead of Portfolio Management
Charlotte, North Carolina, United StatesProvided financial advisory services, asset management, and portfolio solutions, with $14M in revenue and 63 staff. • Led a team of three to create financial planning solutions through analysis, modeling, and investment recommendations. • Developed and managed 60+ portfolio models to assist advisors as a member of the investment committee. • Developed unique asset allocation recommendations f...

Bob's Posts

  • 0

    People I am looking for

    small or large businesses and consultancies High net worth clients Advisory firms

  • 0

    How to contact

No responses yet
0