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 @
- 2015 -2022 SVP - Head of Retirement Plan Consulting @
- 2011 -2015 Managing Director, Mid-Atlantic Region @ 401(k) Advisors
- 2009 -2011 President @
- 2007 -2009 Defined Contribution Investment Specialist @ Capital Guardian Trust Company
- 1993 -2007 Retirement Plan Counselor @
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
- Asset Managment
- Auditing
- ERISA
- Retirement Plan Consulting
- Asset Management
- Portfolio Management
- 401k Retirement Savings Plans
- Business Analysis
- Client Services
- Financial Advisory
- Business Planning
- Defined Benefit
- Risk Management
- Financial Analysis
- Plan Design
- Due Diligence
- Institutional
- Compliance
- Contract Negotiations
- Retirement
- Benchmarking
- Contract Negotiation
- Alternative Investments
- Asset Allocation
- Pensions
- 401 Retirement Savings Plans
- Product Innovation
- Workforce Management
- Communication
- Employee Engagement
- Defined Contribution
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 on RocketReach.
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Top flexPATH Strategies Employees
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