Bob Whelan Email & Phone Number
Senior Financial Advisor @ Montis Financial
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Bob Whelan Location
- Boston, MA, US
Bob Whelan Work
- 2024 -now Senior Financial Advisor @
- 2020 -2024 Senior Wealth Advisor @
- 2019 -2020 VP, Advisor @
- 2017 -2019 Senior Vice President @
- 2006 -2017 Senior Vice President @
- 1995 -2006 Vice President @
- 1991 -1995 Vice President @
Bob Whelan Education
- Boston University 1979-1983
- Yorktown High School 1975-1979
Bob Whelan Skills
- Portfolio Management
- Tax Planning
- Tax Preparation
- Estate Planning
- Strategic Financial Planning
- New Business Development
- Non-profit Administration
- Financial Planners
- Investments
- Investment Advisory
- Investment Management
- Alternative Investments
- Asset Management
- Investment Strategies
- Risk Management
- Asset Allocation
- Financial Advisory
- Retirement
- Retirement Planning
- Equities
- Business Development
- Wealth Management
- Leadership
- Non Profit Administration
- Strategic Planning
- Java
- Business Strategy
Bob Whelan Summary
- Bob Whelan, based in Boston, MA, US, is currently a Senior Financial Advisor at Montis Financial. Bob Whelan brings experience from previous roles at Wilmington Trust, Lido Advisors, LLC, Ferris Capital, LLC and The Colony Group LLC. Bob Whelan holds a 1979 - 1983 Boston University. With a robust skill set that includes Portfolio Management, Tax Planning, Tax Preparation, Estate Planning, Strategic Financial Planning and more. Bob Whelan has 2 emails and 1 mobile phone numbers on RocketReach.
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