David Roberts Email & Phone Number
Financial Advisor @ Grimes & Company
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David Roberts Location
- Sarasota, FL, US
David Roberts Work
- 2021 - now Financial Advisor @
- 1999 - 2021 Branch Manager @
- 1997 - 1999 Account Manager @
- 1995 - 1997 Financial Advisor @
David Roberts Education
- Connecticut College
BA (Economics)
1991 - 1995
David Roberts Skills
- Series 7
- Sales Management
- Leadership
- Investments
- Series 63
- Mutual Funds
- Team Building
- Wealth Management
- Coaching
- Portfolio Management
- Financial Services
- Banking
- Risk Management
- Management
- Series 24
- Securities
- Hiring
- Financial Analysis
- Executive Management
- Call Centers
- Uniform Combined State Law
- FINRA
- Vendor Management
- Operations Management
- Training
- Selling
- Leadership Development
- Human Resources
- Customer Service
- Asset Allocation
- Financial Planning
- Investment Advisory
- Wealth Management Services
- Investment Strategies
- Process Improvement
- Account Management
- Investment Advisory Services
- Mentoring
- Business Process Improvement
- Customer Relationship Management (CRM)
- Public Speaking
- Sales
- Strategic Planning
- Microsoft Excel
- Credit
David Roberts Summary
- David Roberts, based in Sarasota, FL, US, is currently a Financial Advisor at Grimes & Company. David Roberts brings experience from previous roles at TD Ameritrade, Ruesch International and Legg Mason. David Roberts holds a 1991 - 1995 BA in Economics @ Connecticut College. With a robust skill set that includes Series 7, Sales Management, Leadership, Investments, Series 63 and more. David Roberts has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Grimes & Company Employees
James Barrett
Financial Advisor
Alton, NH, US
Kevin Grimes
Chief Executive Officer
Needham, MA, US
Emily Wood
Vice President
Massachusetts, United States
Chris Deeley
Financial Advisor
Needham, MA, US
Cody Forbush
Financial Advisor
Omaha, NE, US
Sandra Hood
Director of People and Culture
Belmont, MA, US
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