David Robertson's Location
Allen, TX, US
David Robertson's Work
- Director of Retirement Plan Services @ Allworth Financial
- Client Relationship Management @ Allworth Financial
- Regional Director @ Ameritas Retirement Plan Services
- Retirement Plan Consultant @ Wells Fargo Advisors
- Major Accounts District Manager @ ADP Retirement Plan Services
- Account Executive @ Fidelity Institutional Retirement Services Company
David Robertson's Education
- Western Kentucky University
Bachelor of Arts (B.A.)
1985 - 1989
David Robertson's Skills
- Financial Advisory
- Series 63
- Accounting
- Fixed Annuities
- Insurance
- Retirement Planning
- Sales
- IRAs
- Investments
- Relationship Management
David Robertson's Summary
David Robertson, based in Allen, TX, US, is currently a Director of Retirement Plan Services at Allworth Financial, bringing experience from previous roles at Allworth Financial, Ameritas Retirement Plan Services, Wells Fargo Advisors, LLC and ADP Retirement Plan Services. David Robertson holds a 1985 - 1989 Bachelor of Arts (B.A.) @ Western Kentucky University. With a robust skill set that includes Financial Advisory, Series 63, Accounting, Fixed Annuities, Insurance and more, David Robertson contributes valuable insights to the industry. David Robertson has 3 emails and 1 mobile phone number on RocketReach.
5 free lookups per month.
Not the David Robertson you were looking for?
Find contact details for 700 million professionals.
Others Named David Robertson
-
44
-
View
David Robertson
Vice President, Clinical Pharmacy Services at Cambia Health Solutions
Beaverton, OR, US21 -
5+
-
1
-
5+5+
-
14
People Like David Robertson
-
21
-
21
-
ViewKristen Donovan
Director, Retirement Solutions at Buckingham Retirement Solutions
Manchester, Missouri, United States32 -
14
-
25+
-
22
-
ViewKelly Deangelis
Vice President, Corporate Communications at Lincoln Financial Group
Newtown Square, Pennsylvania, United States11 -
View
Samuel Henson
Chief Legal Officer, Retirement at Creative Planning
Kansas City, Missouri, United States22 -
21
-
View
William Ziebell
CEO, Benefits and Human Resources Consulting Division at Arthur J. Gallagher & Co.
Rolling Meadows, IL, US45+
Top Allworth Financial Employees
-
32
-
31
-
24
-
41
-
52
-
5+5+
-
12
-
53
-
45+
-
5+5+
-
23
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
