Brian Roberts Email & Phone Number

Senior Vice President @ flexPATH Strategies

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Brian Roberts Location

United States

Brian Roberts Work

2022 - now Senior Vice President @ flexPATH Strategies
2015 - 2022 SVP - Head of Retirement Plan Consulting @ NFP
2011 - 2015 Managing Director, Mid-Atlantic Region @ 401(k) Advisors

2009 - 2011 President @ Areté Investment Consulting
2007 - 2009 Defined Contribution Investment Specialist @ Capital Guardian Trust Company
1993 - 2007 Retirement Plan Counselor @ FocusPoint Private Capital Group
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Brian Roberts Education

Davidson College
BA (Economics)
1982 - 1986

Brian Roberts Skills

401k
Investments
Sales Management

Employee Benefits
Investment Advisory
Marketing
Customer Service
Retirement Planning
Mutual Funds
Client Service

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Brian Roberts Summary

Brian Roberts, based in United States, is currently a Senior Vice President at flexPATH Strategies. Brian Roberts brings experience from previous roles at NFP, 401(k) Advisors, Arete Investment Consulting and Capital Guardian Trust Company. Brian Roberts holds a 1982 - 1986 BA in Economics @ Davidson College. With a robust skill set that includes 401k, Investments, Sales Management, Employee Benefits, Investment Advisory and more. Brian Roberts has 1 emails and 1 mobile phone numbers on RocketReach.

Brian Roberts Emails

Found 1 emails

@flexpathstrategies.com

Brian Roberts Phone Numbers

Found 1 phone numbers

+1 757-876-XXXX

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Brian Roberts

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California, United States
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Brian Roberts

Chief Financial Officer at Onto Innovation

Wilmington, MA, US
4
- gmail.com
- hotmail.com
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- +1 508-559-XXXX
- +1 513-626-XXXX
- +1 207-892-XXXX
- +1 207-832-XXXX
- +1 617-639-XXXX
- +1 617-680-XXXX
Brian Roberts

Chief Financial Officer at Intown Golf Club

Scottsdale, AZ, US
3
- gmail.com
- hotmail.com
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- +1 704-365-XXXX
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Brian Roberts

Chief Financial Officer at Reiser

Boston, MA, US
4
- yahoo.com
- gmail.com
- outlook.com
- reiser.com
5+
- +1 978-255-XXXX
- +1 978-207-XXXX
- +1 603-886-XXXX
- +1 978-255-XXXX
- +1 978-204-XXXX
- +1 617-515-XXXX

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Top flexPATH Strategies Employees

Nick della Vedova

President at flexPATH Strategies

Aliso Viejo, CA, US
1
- flexpathstrategies.com
2
- +1 949-369-XXXX
- +1 949-460-XXXX
Jeffrey Elvander

Chief Investment Officer at flexPATH Strategies

Aliso Viejo, CA, US
2
- +1 562-397-XXXX
- +1 714-546-XXXX
Brian Roberts

Senior Vice President at flexPATH Strategies

United States
1
- flexpathstrategies.com
1
- +1 757-876-XXXX
Johannes Gerz-Escandon

Vice President, Retirement Plan Client Advisor at JPMorgan Asset Management - Southeast at flexPATH Strategies

Atlanta, GA, US
2
- gmail.com
- jpmorgan.com
1
- +1 305-987-XXXX
Lauren Neeno

Senior Service Coordinator at flexPATH Strategies

United States
1
- flexpathstrategies.com
2
- +1 310-283-XXXX
- +1 310-547-XXXX

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