Brian Roberts Email & Phone Number
Senior Vice President @ flexPATH Strategies
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Brian Roberts Location
- United States
Brian Roberts Work
- Senior Vice President @ (October 2022 - Present)
- SVP - Head of Retirement Plan Consulting @ (November 2015 - October 2022)
- Managing Director, Mid-Atlantic Region @ 401(k) Advisors (January 2011 - October 2015)
- President @ (June 2009 - January 2011)
- Defined Contribution Investment Specialist @ Capital Guardian Trust Company (January 2007 - January 2009)
- Retirement Plan Counselor @ (January 1993 - January 2007)
Brian Roberts Education
- Davidson College
BA (Economics)
1982-1986
Brian Roberts Skills
- Benchmarking
- Communication
- Compliance
- Contract Negotiations
- Defined Benefit
- Defined Contribution
- ERISA
- Employee Benefits
- Employee Engagement
- Financial Analysis
- Investments
- Plan Design
- Portfolio Management
- Product Innovation
- Retirement Planning
- Risk Management
- Workforce Management
- 401k
- Sales Management
- Investment Advisory
- Marketing
- Customer Service
- Mutual Funds
- Client Service
- Asset Managment
- Auditing
- Retirement Plan Consulting
- Asset Management
- 401k Retirement Savings Plans
- Business Analysis
- Client Services
- Financial Advisory
- Business Planning
- Due Diligence
- Institutional
- Retirement
- Contract Negotiation
- Alternative Investments
- Asset Allocation
- Pensions
- 401 Retirement Savings Plans
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 Benchmarking, Communication, Compliance, Contract Negotiations, Defined Benefit and more. Brian Roberts has 2 emails and 1 mobile phone numbers on RocketReach.
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