RVP, National Accounts @ Retirement & Annuity Company (September 2009 - September 2023)
VP, Relationship Manager @ (January 2006 - January 2009)
Institutional Plan Sales @ (January 2003 - January 2006)
Internal Wholesaler @ (January 2002 - January 2003)
Managed Account Trading @ (January 1998 - January 2002)
Bob Dwyer Education
Rider University
MBA (Finance)
2003-2005
Mount St. Mary's University
BS (Finance)
1994-1998
All Saints
Bob Dwyer Skills
Series 7
Series 63
Retirement Planning
Retirement
Alternative Investments
Investments
Variable Annuities
Relationship Management
Wealth Management Services
Mutual Funds
401k
Wealth Management
Fixed Annuities
Securities
Asset Management
Asset Allocation
ETFs
FINRA
Financial Advisory
Fixed Income
IRAs
Investment Management
Life Insurance
Separately Managed Accounts
Series 24
Series 6
Series 65
Trading
Uniform Combined State Law
Portfolio Management
Investment Advisory
Investment Strategies
Financial Services
Insurance
Financial Planning
Finance
Bob Dwyer Summary
Bob Dwyer, based in Newtown, PA, US, is currently a VP, Strategic Relationships at AuguStar Retirement. Bob Dwyer brings experience from previous roles at Retirement & Annuity Company, Merrill Lynch and Travelers Life & Annuity. Bob Dwyer holds a 2003 - 2005 MBA in Finance @ Rider University. With a robust skill set that includes Series 7, Series 63, Retirement Planning, Retirement, Alternative Investments and more. Bob Dwyer has 3 emails on RocketReach.
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