Bob Lloyd's Location
London, ON, CA
Bob Lloyd's Work
- Wealth Planner @ Optimize Wealth Management
- Wealth Planner @ Optimize Wealth Management
- Certified Financial Planner @ IPC Investment Corporation
Bob Lloyd's Education
- University of Toronto, Ryerson Polytechnical Institute
Business Administration (Marketing)
1971 - 1975
Bob Lloyd's Skills
- Management
- Customer Service
- Microsoft Office
- Microsoft Excel
- Leadership
- Project Management
- Strategic Planning
- Sales
- Microsoft Word
- Microsoft PowerPoint
Bob Lloyd's Summary
Bob Lloyd, based in London, ON, CA, is currently a Wealth Planner at Optimize Wealth Management, bringing experience from previous roles at Optimize Wealth Management and IPC Investment Corporation. Bob Lloyd holds a 1971 - 1975 Business Administration in Marketing @ University of Toronto, Ryerson Polytechnical Institute. With a robust skill set that includes Management, Customer Service, Microsoft Office, Microsoft Excel, Leadership and more, Bob Lloyd contributes valuable insights to the industry.
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