Darrell Roberts Email & Phone Number
President, Founder, Chief Investment Officer @ American Wealth Advisors LLC
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Darrell Roberts Location
- Atlanta, GA, US
Darrell Roberts Work
- President, Founder, Chief Investment Officer @ (November 2007 - Present)
- President, E*TRADE Capital Management @ (March 2006 - August 2007)
- Executive Vice President, Mellon Bank and Dreyfus Investments @ (June 2004 - January 2006)
- Financial Advisor @ (March 2002 - June 2004)
- Senior Vice President and Division Manager @ (March 1994 - January 2002)
- President and Treasurer @ STVA Corp (June 1984 - March 1994)
- CPA @ (January 1981 - January 1984)
Darrell Roberts Education
- Bentley University
BS (Accounting)
1975-1979 - Abington High
Darrell Roberts Skills
- Wealth Management
- Financial Services
- Financial Advisory
- Insurance
- Asset Allocation
- Fixed Income
- Estate Planning
- Capital Markets
- Finance
- Hedge Funds
- Alternative Investments
- Financial Analysis
- Investments
- Wealth
- Equities
- Investment Advisory
- Wealth Management Services
- Investment Strategies
- Asset Management
- Retirement
- ETFs
- Investment Management
- Securities
- Retirement Planning
- Series 63
- FINRA
- Portfolio Management
- Series 7
- 401k
- Strategic Financial Planning
- Options
- Bonds
- Mutual Funds
- Financial Planners
- Financial Markets
- Bloomberg
- Series 24
- Derivatives
- Equity Research
- Stocks
- Private Equity
- Trading
- Investment Banking
- Uniform Combined State Law
- Equity Trading
- IRAs
- Separately Managed Accounts
- Valuation
- Fixed Annuities
- Financial Planning
- Accounting
- Microsoft Excel
- Marketing
- Customer Service
- Management
- Leadership
- PowerPoint
- Social Media
- Public Speaking
- Windows
- Photoshop
- English
- Outlook
- HTML
- Microsoft Office
- Microsoft Word
- Social Networking
- Time Management
- Microsoft Outlook
- Teamwork
- Research
Darrell Roberts Summary
- Darrell Roberts, based in Atlanta, GA, US, is currently a President, Founder, Chief Investment Officer at American Wealth Advisors. Darrell Roberts brings experience from previous roles at E*TRADE Financial, BNY Mellon, Morgan Stanley and Fidelity Investments. Darrell Roberts holds a 1975 - 1979 BS in Accounting @ Bentley University. With a robust skill set that includes Wealth Management, Financial Services, Financial Advisory, Insurance, Asset Allocation and more. Darrell Roberts has 1 emails and 3 mobile phone numbers on RocketReach.
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Top American Wealth Advisors LLC Employees
Darrell Roberts
President, Founder, Chief Investment Officer
Atlanta, GA, US
Sam Haddad
CEO
New York, NY, US
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