Bob Wootton Email
Senior Wealth Advisor @ Capstone Financial Advisors Inc.
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Bob Wootton Location
- Downers Grove, IL, US
Bob Wootton Work
- 2014 -now Senior Wealth Advisor @
- 2011 -2014 Wealth Manager @
- 2008 -2011 Vice President, Senior Financial Consultant @
- 2006 -2008 Second Vice President, Financial Consultant @
- 2000 -2006 Financial Planner @
- 1998 -2000 Retirement Plan Consultant @
Bob Wootton Education
- DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA) (Accounting and Finance)
1993-1997 - DePaul University
Bachelor of Science (B.S.) (Finance)
1987-1991
Bob Wootton Skills
- Leadership
- Estate Planning
- Financial Advisory
- Team Building
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Investments
- Finance
- Asset Allocation
- Investment Advisory
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Customer Service
- Financial Analysis
- Project Planning
- Insurance Planning
- Strategic Financial
- Retirement
- Series 7
- Financial Modeling
- Outsourcing
- Shared Services
- IT Outsourcing
- Offshoring
- Due Diligence
- Analysis
- BPO
- Business Transformation
- Negotiation
- Business Process Improvement
- Mergers and Acquisitions
Bob Wootton Summary
- Bob Wootton, based in Downers Grove, IL, US, is currently a Senior Wealth Advisor at Capstone Financial Advisors, Inc.. Bob Wootton brings experience from previous roles at USAA, Northern Trust and The Mason Companies. Bob Wootton holds a 1993 - 1997 Master of Business Administration (MBA) in Accounting and Finance @ DePaul University - Charles H. Kellstadt Graduate School of Business. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Team Building, Retirement Planning and more. Bob Wootton has 3 emails on RocketReach.
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