Bobby Cws Email & Phone Number
Partner and Director of Risk Management, Insurance and Estate Planning @ Strategic Wealth
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Bobby Cws Location
- El Paso, TX, US
Bobby Cws Work
- 2009 -now Partner and Director of Risk Management, Insurance and Estate Planning @
- 2004 -2009 Managing Member @ Capital Wealth Management, LLC
- 1996 -2004 Financial Advisor @
- 1995 -1996 Insurance Professional @
Bobby Cws Education
- The University of Texas at El Paso
Bachelors in Business Administration (Management)
1989-1998
Bobby Cws Skills
- Investment Advisory
- Investment Advisory Services
- Insurance Planning
- Wealth Management
- Risk Management
- Strategic Planning
- Securities
- Financial Advisory
- Investments
- Wealth Management Services
- Wealth Accumulation
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Personal Financial Planning
- Business Planning
- 401(k) Retirement Savings Plans
- 401k Rollovers
- IRAs
- Roth IRA
- Management
- Microsoft Word
- Project Management
- Research
- Financial Analysis
- Strategy
- Planning
- Fundraising
- Leadership
- 401 Retirement Savings Plans
- Business Development
- Coaching
- Contract Negotiation
- Customer Service
- Budgets
- Estate Planning
- Employee Benefits
- Event Planning
- Finance
- Financial Planners
- Financial Services
- Insurance
- Marketing Communications
- Marketing
- Non Profits
- Microsoft Office
- New Business Development
- Marketing Strategy
- Program Management
- Public Relations
- Process Improvement
- Policy
- Project Planning
- Nonprofits
- Public Speaking
Bobby Cws Summary
- Bobby Cws, based in El Paso, TX, US, is currently a Partner and Director of Risk Management, Insurance and Estate Planning at Strategic Wealth. Bobby Cws brings experience from previous roles at Capital Wealth Management, LLC, New York Life Insurance Company and Connecticut Mutual. Bobby Cws holds a 1989 - 1998 Bachelors in Business Administration in Management @ The University of Texas at El Paso. With a robust skill set that includes Investment Advisory, Investment Advisory Services, Insurance Planning, Wealth Management, Risk Management and more. Bobby Cws has 1 emails and 1 mobile phone numbers on RocketReach.
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