Edward Robertson Email & Phone Number
Design Consultant @ California Closets
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Edward Robertson Location
- Tampa, FL, US
Edward Robertson Work
- Design Consultant @ (September 2016 - Present)
- Senior Vice President and Private Client Advisor - Retired @ (March 2005 - August 2014)
- Vice President and Senior Client Advisor @ (March 2000 - March 2005)
- Regional President - Boston Region @ Bank of Boston (January 1995 - January 2000)
Edward Robertson Education
- The Wharton School
MBA (Economics - Money and Banking)
1968-1971 - Cornell University
BA (Economics)
1963-1967 - Noble and Greenough School
High School (College Preparatory)
1957-1963
Edward Robertson Skills
- Alternative Investments
- Estate Planning
- Series 63
- High Net Worth
- Fixed Income
- Wealth Management Services
- Portfolio Management
- Investments
- Asset Allocation
- Investment Advisory
- Financial Services
- Asset Managment
- Wealth Management
- Mutual Funds
- High Net Worth Individuals
- Investment Strategies
- Asset Management
- Credit
- See 5+See Less
- Series 7
- Securities
- Investment Management
Edward Robertson Summary
- Edward Robertson, based in Tampa, FL, US, is currently a Design Consultant at California Closets. Edward Robertson brings experience from previous roles at U. S. Trust, PNC Advisors and Bank of Boston. Edward Robertson holds a 1968 - 1971 MBA in Economics - Money and Banking @ The Wharton School. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, High Net Worth, Fixed Income and more. Edward Robertson has 2 emails and 1 mobile phone numbers on RocketReach.
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