2006 -2008 Wealth Management – Infrastructure Strategy and Operations, Business Relationship Project Manager @
1989 -2005 Wealth and Investment Management - Technology Distribution, Assistant Vice President @
Bob Earle Education
Keene State College
Bachelor of Science (B.S.) (Business Administration and Management, General)
1984-1988
Bob Earle Skills
Financial Services
Strategic Planning
Project Management
CRM
Integration
Management
Relationship Management
Business Analysis
Vendor Management
Business Requirements
Leadership
Process Improvement
IT Strategy
Change Management
Risk Management
Public Speaking
Salesforce.com
Strategy
Operations Management
Document Imaging
CRM Integration
Siebel
Docupace
DocuSign
Financial Planning
Broker Dealer
Microsoft Excel
Portfolio Management
Technical Project Delivery
Bob Earle Summary
Bob Earle, based in Montpelier, VT, US, is currently a AVP, Business Analyst Practice - Project Management Office at National Life Group. Bob Earle brings experience from previous roles at National Life Group, Voya Financial and ING. Bob Earle holds a 1984 - 1988 Bachelor of Science (B.S.) in Business Administration and Management, General @ Keene State College. With a robust skill set that includes Financial Services, Strategic Planning, Project Management, CRM, Integration and more. Bob Earle has 2 emails on RocketReach.
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