Investment Analyst @ (February 2023 - September 2024)
Sr. Wealth Management Associate @ (October 2020 - February 2023)
Senior Assigned Representative @ (July 2018 - October 2020)
Assigned Representative @ (October 2016 - July 2018)
Client Relationship Associate @ (June 2013 - October 2016)
Bobby Lord Education
William & Mary – Raymond A. Mason School of Business
Master of Business Administration - MBA
2017-2019
Texas A&M University
Bachelor of Science (B.S.) (Economics)
2009-2013
Bobby Lord Summary
Bobby Lord, based in Charlotte, NC, US, is currently a Assistant Vice President, Investments at Foundation For The Carolinas. Bobby Lord brings experience from previous roles at Foundation For The Carolinas and Vanguard. Bobby Lord holds a 2017 - 2019 Master of Business Administration - MBA @ William & Mary – Raymond A. Mason School of Business. Bobby Lord has 2 emails and 1 mobile phone numbers on RocketReach.
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