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
- Partner and Director of Risk Management, Insurance and Estate Planning @ (September 2009 - Present)
- Managing Member @ Capital Wealth Management, LLC (March 2004 - September 2009)
- Financial Advisor @ (June 1996 - March 2004)
- Insurance Professional @ (August 1995 - June 1996)
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
- Budgets
- Business Development
- Coaching
- Contract Negotiation
- Customer Service
- Employee Benefits
- Estate Planning
- Event Planning
- Finance
- Financial Analysis
- Financial Planners
- Financial Services
- Fundraising
- Insurance
- Leadership
- Management
- Marketing
- Marketing Communications
- Marketing Strategy
- Microsoft Office
- New Business Development
- Non-profits
- Nonprofits
- Policy
- Process Improvement
- Program Management
- Project Management
- Project Planning
- Public Relations
- Public Speaking
- Microsoft Word
- Research
- Strategy
- Planning
- 401 Retirement Savings Plans
- Non Profits
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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