Bob Sponseller Email & Phone Number
Partner Advisor @ Allworth Financial
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Bob Sponseller Location
- Cincinnati, OH, US
Bob Sponseller Work
- Partner Advisor @ (June 2020 - Present)
- Founder and President @ Capstone Capital, Inc. (June 2003 - June 2020)
- Financial Advisor @ Lincoln Financial Advisors/CIGNA Financial Advisors (August 1991 - June 2003)
- Financial Analyst @ (January 1988 - May 1991)
Bob Sponseller Education
- Miami University
Bachelor of Science (B.S.) (Finance)
1983-1987 - The American College of Financial Services
Chartered Financial Consultant (Financial Planning and Services)
Bob Sponseller Skills
- Asset Management
- Charitable Gift Planning
- Customer Service
- Disability Insurance
- Estate Planning
- Finance
- Financial Advisory
- Financial Services
- High Net Worth Individuals
- Insurance
- Investment Advisory
- Investments
- Leadership
- Life Insurance
- Long Term Care Insurance
- Management
- Retirement Planning
- Securities
- Strategic Financial Planning
- Strategic Planning
- Team Building
- Wealth Management
Bob Sponseller Summary
- Bob Sponseller, based in Cincinnati, OH, US, is currently a Partner Advisor at Allworth Financial. Bob Sponseller brings experience from previous roles at Capstone Capital, Inc., Lincoln Financial Advisors/CIGNA Financial Advisors and GE Aviation. Bob Sponseller holds a 1983 - 1987 Bachelor of Science (B.S.) in Finance @ Miami University. With a robust skill set that includes Asset Management, Charitable Gift Planning, Customer Service, Disability Insurance, Estate Planning and more. Bob Sponseller has 3 emails and 3 mobile phone numbers on RocketReach.
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Bob Sponseller
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