R. Penn Email & Phone Number
President @ Harvest Wealth Advisors
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R. Penn Location
- Roanoke, VA, US
R. Penn Work
- President @ (March 2018 - Present)
- Financial Advisor @ (March 2025 - March 2026)
- Financial Planner and Wealth Management Advisor @ (June 2024 - March 2025)
- Financial Planner and Wealth Management Advisor @ (January 2023 - January 2024)
- Vice President @ (August 2019 - January 2023)
- Vice President and Financial Planner @ (August 2019 - December 2021)
- Sr Vice President and Holistic Financial Planner @ (August 2019 - December 2021)
- Personal Financial Representative @ (March 2018 - August 2019)
- Financial Sales Consultant @ (February 2016 - March 2018)
- Financial Sales Education Consultant @ (December 2014 - February 2016)
- Allstate Financial Business Consultant (AFAPS) @ (June 2014 - December 2014)
- Sr. Education and Training Specialist @ (May 2012 - June 2014)
- Account Executive - Voluntary Benefits for AL and MS and LA @ (May 2011 - May 2012)
- Voluntary Worksite Benefits Representative @ Assurant Employee Benefits (June 2010 - March 2011)
- Regional Sales Manager @ (November 2007 - June 2010)
- Training Specialist @ (April 2005 - January 2008)
- District Sales Manager @ (January 2003 - April 2005)
- Regional Trainer @ (January 2001 - January 2003)
- Site Advance Agent @ Bush Cheney 2000 Presidential Campaign (January 1999 - January 2001)
- Account Executive @ Colonial Life (January 1995 - January 1999)
- Regional Sales Trainer @ Colonial Life (January 1993 - January 1995)
- Sales Agent and Enrollment Specialist @ Colonial Life (January 1990 - January 1993)
R. Penn Education
- The American College of Financial Services
ChFC (Financial Planning)
2021-2026 - The University of Georgia
CFP Certification (Certified Financial Planner)
2019-2021 - Mississippi State University
Bachelor (Political Science, History, Marketing)
1985-1992 - Hinds Community College
A (Business )
1987-1988 - Clinton High School 1981-1985
- The American College of Financial Services
LUTCF (FSCP)
- The American College of Financial Services
LUTCF
- The American College of Financial Services
R. Penn Skills
- Training
- Employee Benefits
- Life Insurance
- Sales
- Insurance
- Recruiting
- Sales Management
- Disability Insurance
- Fixed Annuities
- Business Planning
- Long-term Care
- Strategic Planning
- 401k
- Leadership
- Coaching
- Management
- Team Building
- Financial Planning
- Retirement Planning
- Personal Financial Planning
- Estate Planning
- Working with Investors
- Investment Strategies
- Financial Advisory
- Estate Planning Strategies
- Financial Advisory Services
- Holistic Financial Planning
- Sales Process
- Accident
- Account Management
- Medicare
- Cold Calling
- Customer Retention
- Health Savings Accounts
- Sales Operations
- Education
- Competitive Analysis
- Classroom Delivery
- Claim
- Underwriting
- Direct Sales
- Field Training
- Program Management
- Marketing
- New Business Development
- Leadership Development
- Time Management
- Employee Training
- Workers Compensation
- Customer Service
- Long Term Care
- Property And Casualty Insurance
- Property And Casualty
- Small Business
- Term Life Insurance
- Benefits Administration
- Training Facilitation
- Health Insurance
- Marketing Strategy
- Sales Presentations
- Call Centers
- Brokers
- Selling
- Business Analysis
- Project Management
- Business Development
R. Penn Summary
- R. Penn, based in Roanoke, VA, US, is currently a President at Harvest Wealth Advisors. R. Penn brings experience from previous roles at Principal Financial Group, Equitable Advisors, Penn Mutual and MassMutual. R. Penn holds a 2021 - 2026 ChFC in Financial Planning @ The American College of Financial Services. With a robust skill set that includes Training, Employee Benefits, Life Insurance, Sales, Insurance and more. R. Penn has 2 mobile phone numbers on RocketReach.
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