Bob Whelan Email & Phone Number
Senior Financial Advisor @ Montis Financial
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Bob Whelan Location
- Boston, MA, US
Bob Whelan Work
- Senior Financial Advisor @ (May 2024 - Present)
- Senior Wealth Advisor @ (July 2020 - April 2024)
- VP, Advisor @ (August 2019 - July 2020)
- Senior Vice President @ (May 2017 - August 2019)
- Senior Vice President @ (September 2006 - March 2017)
- Vice President @ (April 1995 - August 2006)
- Vice President @ (April 1991 - April 1995)
Bob Whelan Education
- Boston University
BA (Economics)
1979-1983 - Yorktown High School
NA
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 BA in Economics @ 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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