Calvin Roberts Email & Phone Number
Agency Supervisory Officer @ MassMutual Oregon
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Calvin Roberts Location
- Portland, OR, US
Calvin Roberts Work
- Agency Supervisory Officer @ (January 2026 - Present)
- Partner, Client Administration Manager @ (February 2022 - October 2025)
- Financial Planning Associate | Director of Investment Research @ (July 2020 - February 2022)
- Registered Administrator @ Lewellyn Financial Management (January 2019 - July 2020)
- Student Engagement Teaching Assistant @ (February 2016 - February 2018)
- Financial Planning and Analysis Intern @ (June 2014 - September 2016)
Calvin Roberts Education
- Oregon State University
Bachelor’s Degree, Finance, General
2013-2017 - St. Mary’s High School
High school diploma
2009-2013
Calvin Roberts Skills
- Strategic Planning
- Business Analysis
- Investments
- Retirement Planning
- 401(k) Retirement Savings Plans
- Financial Planning
- Financial Risk
- Financial Markets
- Investment Strategies
- Investment Advisory
- Nonprofits
- Volunteering
- Microsoft Excel
- College Savings Plans
- College Funding Strategies
- Asset Management
- Strategy
- Finance
- Investment Advisory Services
- Asset Allocation
Calvin Roberts Summary
- Calvin Roberts, based in Portland, OR, US, is currently a Agency Supervisory Officer at MassMutual Oregon. Calvin Roberts brings experience from previous roles at Steward Partners Global Advisory, THE QUARESMA GROUP LLC, Lewellyn Financial Management and Oregon State University. Calvin Roberts holds a 2013 - 2017 Bachelor’s Degree, Finance, General @ Oregon State University. With a robust skill set that includes Strategic Planning, Business Analysis, Investments, Retirement Planning, 401(k) Retirement Savings Plans and more. Calvin Roberts has 1 emails and 2 mobile phone numbers on RocketReach.
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