Bob Griffin Email & Phone Number
Senior Director Wealth Manager @ BNY Wealth
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Bob Griffin Location
- Palo Alto, CA, US
Bob Griffin Work
- 2017 -now Senior Director Wealth Manager @
- 2010 -2016 SVP- Regional Chief Investment Officer @
- 2008 -2010 SVP - Investment Sales Manager @
- 2004 -2008 Regional Investment Manager @
- 2007 -2010 Board Member @ Make a Wish Foundation - Greater Bay Region
- 2001 -2004 Senior Portfolio Manager and Private Client Advisor @
Bob Griffin Education
- Golden Gate University
MBA (Finance)
1994-1997 - California Polytechnic State University-San Luis Obispo
BS (Order of Omega)
1980-1984
Bob Griffin Skills
- Wealth Management
- Portfolio Management
- Investments
- Asset Management
- Cross-functional Team Leadership
- Sales Management
- Asset Allocation
- Change Management
- Equities
- Alternative Investments
- Strategic Financial Planning
- Leadership
- Securities
- Hedge Funds
- Series 7
- Due Diligence
- Strategic Planning
- Trading
- Real Estate
- Asset Managment
- P&L Management
- Investment Strategies
- Finance
- Financial Planning
- Banking
- Investment Management
- Customer Service
- Strategy
- Cross Functional Team Leadership
- Sales
- Business Strategy
- Management
Bob Griffin Summary
- Bob Griffin, based in Palo Alto, CA, US, is currently a Senior Director Wealth Manager at BNY Mellon Wealth Management. Bob Griffin brings experience from previous roles at Comerica Bank, Wells Fargo Private Bank and Make a Wish Foundation - Greater Bay Region. Bob Griffin holds a 1994 - 1997 MBA in Finance @ Golden Gate University. With a robust skill set that includes Wealth Management, Portfolio Management, Investments, Asset Management, Cross-functional Team Leadership and more. Bob Griffin has 1 emails and 1 mobile phone numbers on RocketReach.
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