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Bobbie Zerby Location
Walnut Creek, CA, US
Bobbie Zerby Work
Financial Planner @ (January 2018 - Present)
Financial Advisor @ (August 2017 - Present)
Senior Financial Accountant @ (August 2016 - October 2017)
Senior Auditor @ (January 2015 - August 2016)
Staff Auditor @ (August 2013 - December 2014)
Bookkeeper @ (January 2007 - January 2013)
Bobbie Zerby Education
San José State University
Bachelor of Science (B.S.) in Business with a Concentration in Accounting (Minor in Economics)
2007-2013
Bobbie Zerby Skills
Accounting
Advertising
Bookkeeping
Budgets
Customer Service
Finance
Financial Planning
Highly Ambitious
Insurance Planning
Leadership
Management
Marketing
Microsoft Excel
Microsoft Office
Microsoft Word
Peachtree
Public Speaking
Retirement Planning
Sales
Teamwork
Bobbie Zerby Summary
Bobbie Zerby, based in Walnut Creek, CA, US, is currently a Financial Planner at Grodin Financial Svc. Bobbie Zerby brings experience from previous roles at MassMutual, Lime Light CRM and Hood & Strong, LLP. Bobbie Zerby holds a 2007 - 2013 Bachelor of Science (B.S.) in Business with a Concentration in Accounting in Minor in Economics @ San José State University. With a robust skill set that includes Accounting, Advertising, Bookkeeping, Budgets, Customer Service and more. Bobbie Zerby has 4 emails and 1 mobile phone numbers on RocketReach.
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