Bob Wassel Email & Phone Number
Chief Investment Officer and Managing Partner
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Bob Wassel Location
- Loveland, OH, US
Bob Wassel Work
- Chief Investment Officer and Managing Partner @ Trinity Wealth Management, LLC (November 2009 - Present)
- Chief Compliance Officer, Lead Advisor @ FMG, Inc (November 2007 - November 2009)
- Director, Wealth Management Services @ The O'Dell Group, LLC (October 2003 - October 2007)
- Commanding Officer CHB-7 @ (January 1998 - January 2000)
- Senior Financial Analyst @ (January 1993 - January 1995)
Bob Wassel Education
- Vanderbilt University Owen Graduate School of Management
MBA (Finance and Accounting)
1988-1990 - University of Georgia - Terry College of Business
Bachelor of Business Administration (Finance)
1978-1982 - Tucker High School
Bob Wassel Skills
- Comprehensive Wealth Management
- Portfolio Management
- Financial Planning
- Financial Planners
- Manager Selection
- Project Portfolio Management
- Investment Advisory
- Wealth Management
- Retirement Planning
- Investments
- Asset Allocation
- Asset Managment
- Financial Advisory
- Investment Management
- Alternative Investments
Bob Wassel Summary
- Bob Wassel, based in Loveland, OH, US, is currently a Chief Investment Officer and Managing Partner at Trinity Wealth Management, LLC. Bob Wassel brings experience from previous roles at FMG, Inc, The O'Dell Group, LLC, United States Navy and Service Merchandise. Bob Wassel holds a 1988 - 1990 MBA in Finance and Accounting @ Vanderbilt University Owen Graduate School of Management. With a robust skill set that includes Comprehensive Wealth Management, Portfolio Management, Financial Planning, Financial Planners, Manager Selection and more. Bob Wassel has 2 emails and 3 mobile phone numbers on RocketReach.
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