Bob Roark Email & Phone Number
President @ RS Asset Management LLC
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Bob Roark Location
- Colorado Springs, CO, US
Bob Roark Work
- 2011 -now President @
- 2016 -now Executive Producer and Host @
- 2008 -2011 First Vice President Wealth Management @
- 1987 -2008 First Vice President, Investments @
- 1976 -1980 Captain @
Bob Roark Education
- Middle Tennessee State University (MTSU)
Bachelor of Science (Biology)
1974-1976 - Motlow State Community College
(Biology)
1972-1974 - Exit Planning Institute
(Business)
2018
Bob Roark Skills
- Financial Planning
- Retirement Planning
- 401k Rollovers
- Portfolio Management
- 401k
- Investments
- Securities
- Financial Advisory
- Retirement
- Social Security
- Roth IRA
- Risk Management
- net unrealized appreciation
- in service non hardship withdrawal
- Asset Management
- Strategic Planning
- Management
- Financial Services
- Asset Allocation
- 403 b
Bob Roark Summary
- Bob Roark, based in Colorado Springs, CO, US, is currently a President at RS Asset Management LLC. Bob Roark brings experience from previous roles at Business Leaders Podcast, Morgan Stanley Investment Management, Merrill Lynch and US Army. Bob Roark holds a 1974 - 1976 Bachelor of Science in Biology @ Middle Tennessee State University (MTSU). With a robust skill set that includes Financial Planning, Retirement Planning, 401k Rollovers, Portfolio Management, 401k and more. Bob Roark has 2 emails and 2 mobile phone numbers on RocketReach.
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