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Bob Drury Location
United States
Bob Drury Work
Director of Investments @ (January 2025 - Present)
Vice President, Advice and Planning Analyst III at Truist Wealth @ (March 2022 - December 2023)
Head of Portfolio Management @ Alphastar Capital Management, LLC (January 2017 - May 2021)
Consultant, Financial Analysis @ (January 2016 - January 2016)
Analyst, Portfolio Allocation @ (January 2013 - January 2015)
Analyst, Fixed Income @ (January 2010 - January 2013)
Financial Planner @ (January 2005 - January 2010)
Bob Drury Education
Appalachian State University
Bachelor of Science - BS (Communications/Broadcast Journalism - Minor in International Business)
Bob Drury Skills
Account Management
Accounting
Analysis
Artificial Intelligence for Business
Asset Allocation
Asset Management
Banking
Bloomberg
Bond Markets
Bonds
Business Acumen
Business Relationship Management
Business Strategy
Capital Markets
Certified Financial Planner
Communication Training
Compliance
Customer Service
Data Analysis
Difficult Situations
Economics
Equities
FINRA
Finance
Financial Advisory
Financial Analysis
Financial Markets
Financial Planning
Financial Products
Fixed Income
Google Workspace
Institutional Investments
Investment Management
Investment Portfolios
Investments
Market Analysis
Microsoft 365
Microsoft Copilot
Microsoft Excel
Microsoft Office
Microsoft Outlook
Morningstar
Negotiation
Options
Oral Communication
Personal Finance
Persuasion
Portfolio Management
Private Equity
Private Equity Funding
Problem Solving
Professional Communication
Project Management
Relationship Building
Requirements Management
Research
Retirement Income Strategies
Retirement Planning
Risk Management
Sales Effectiveness
Series 24
Series 6
Strategic Financial Planning
Teamwork
Thought Leadership
Trading
Venture Capital
Wealth Management
Wealth Management Services
Workplace Relations
Bob Drury Summary
Bob Drury, based in United States, is currently a Director of Investments at 7PW Wealth. Bob Drury brings experience from previous roles at Truist Wealth, Alphastar Capital Management, LLC, AppleOne Employment Services and Linden Thomas & Company. Bob Drury holds a Bachelor of Science - BS in Communications/Broadcast Journalism - Minor in International Business @ Appalachian State University. With a robust skill set that includes Account Management, Accounting, Analysis, Artificial Intelligence for Business, Asset Allocation and more. Bob Drury has 1 emails and 1 mobile phone numbers on RocketReach.
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