Bob Carroll Email
Vice President @ McAdam Financial
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Bob Carroll Location
- Philadelphia, PA, US
Bob Carroll Work
- Vice President @ (July 2019 - Present)
- Investment Advisor Representative @ (September 2008 - Present)
- Vice President @ (January 2012 - July 2019)
- District Manager @ (November 2009 - December 2011)
Bob Carroll Education
- The Catholic University of America
Finance and Financial Management Services
2008
Bob Carroll Skills
- Financial Services
- Personal Financial Planning
- Holistic Financial Planning
- Investment Management
- Financial Goals
- Leadership
- Retirement
- Financial Advisory
- Finance
- series 63
- Investments
- Securities
- Wealth Management
- Microsoft Excel
- Microsoft Office
- Teamwork
- series 65
- Series 7
- Leadership Development
- Team Leadership
- Series 24
- Employee Training
Bob Carroll Summary
- Bob Carroll, based in Philadelphia, PA, US, is currently a Vice President at McAdam Financial. Bob Carroll brings experience from previous roles at McAdam Financial. Bob Carroll holds a Finance and Financial Management Services @ The Catholic University of America. With a robust skill set that includes Financial Services, Personal Financial Planning, Holistic Financial Planning, Investment Management, Financial Goals and more. Bob Carroll has 2 emails on RocketReach.
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