Danny Robertson Email & Phone Number
Portfolio Manager - Trust Investments @ Stifel Financial Corp.
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Danny Robertson Location
- St. Louis, MO, US
Danny Robertson Work
- 2021 -now Portfolio Manager - Trust Investments @
- 2018 -2020 Financial Consultant @ Six Point Financial Group, LLC
- 2015 -2018 Vice President @ Wealth Protection Advisors / Eldercare Financial
- 2013 -2015 Investment Advisor Representative @ Alpha Retirement Concepts
- 2012 -2013 Integration Specialist @
- 2011 -2012 Business Analyst @
- 2010 -2011 Financial Advisor @
Danny Robertson Education
- University of Missouri-Columbia, College of Business
Bachelor of Science in Business Administration (Finance)
2006-2010
Danny Robertson Skills
- Strategic Financial Planning
- Microsoft Office
- Data Analysis
- Investments
- Program Management
- Microsoft Excel
- Finance
- Retirement Planning
- Mutual Funds
- Business Transition
Danny Robertson Summary
- Danny Robertson, based in St. Louis, MO, US, is currently a Portfolio Manager - Trust Investments at Stifel Financial Corp.. Danny Robertson brings experience from previous roles at Six Point Financial Group, LLC, Wealth Protection Advisors / Eldercare Financial, Alpha Retirement Concepts and Wells Fargo Advisors. Danny Robertson holds a 2006 - 2010 Bachelor of Science in Business Administration in Finance @ University of Missouri-Columbia, College of Business. With a robust skill set that includes Strategic Financial Planning, Microsoft Office, Data Analysis, Investments, Program Management and more. Danny Robertson has 1 mobile phone numbers on RocketReach.
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