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
- Portfolio Manager - Trust Investments @ (November 2021 - Present)
- Financial Consultant @ Six Point Financial Group, LLC (September 2018 - November 2020)
- Vice President @ Wealth Protection Advisors / Eldercare Financial (May 2015 - September 2018)
- Investment Advisor Representative @ Alpha Retirement Concepts (May 2013 - May 2015)
- Integration Specialist @ (March 2012 - February 2013)
- Business Analyst @ (August 2011 - March 2012)
- Financial Advisor @ (September 2010 - July 2011)
Danny Robertson Education
- University of Missouri Trulaske College of Business
Bachelor of Science in Business Administration (Finance)
2006-2010
Danny Robertson Skills
- Asset Allocation
- Asset Management
- Business Transition
- Data Analysis
- Financial Advisory
- Investment Advisory
- Investment Strategies
- Investments
- Mutual Funds
- Retirement Planning
- Sales
- Strategic Financial Planning
- Microsoft Office
- Program Management
- Microsoft Excel
- Finance
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 Trulaske College of Business. With a robust skill set that includes Asset Allocation, Asset Management, Business Transition, Data Analysis, Financial Advisory and more. Danny Robertson has 1 mobile phone numbers on RocketReach.
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