Bob Proctor Location
- Naperville, IL, US
Bob Proctor Work
- 2006 - now Owner @ Shamrock Financial Planning
- 2014 - now Financial Consultant @
- 2006 - now Principal and Partner @ Premier Financial Partners
- 1989 - 2006 Financial Representative @
Bob Proctor Education
- The American College
Chartered Life Underwriter (CLU)
1993 - 1993 - University of Illinois at Chicago
Bachelors (Business/Accounting)
- College of Financial Planning
CFP
- The American College
Chartered Financial Consultant (ChFC)
- St. Benedict High School, Chicago, IL
Bob Proctor Skills
- Finance
- Securities
- Wealth Management
- Financial Planners
- Life Insurance
- Planning
- Insurance Planning
- Software Development
- Project Management
- Financial Services
- Customer Service
- Retirement Planning
- Financial Planning
- Investment Advisory
- Financial Reporting
- Sales
- Strategic Financial Planning
- Financial Advisory
- Estate Planning
- Long Term Care
- Investments
Bob Proctor Summary
- Bob Proctor, based in Naperville, IL, US, is currently a Owner at Shamrock Financial Planning. Bob Proctor brings experience from previous roles at My College Planning Team, Premier Financial Partners and Northwestern Mutual Life. Bob Proctor holds a 1993 - 1993 Chartered Life Underwriter (CLU) @ The American College. With a robust skill set that includes Finance, Securities, Wealth Management, Financial Planners, Life Insurance and more. Bob Proctor has 2 emails and 1 mobile phone numbers on RocketReach.
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