Rob Appleman Email & Phone Number
Vice President, Client Services @ World Investment Advisors (formerly Pensionmark)
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Rob Appleman Location
- United States
Rob Appleman Work
- 2026 - now Vice President, Client Services @
- 2024 - 2026 Vice President, Investments @
- 2023 - 2024 Director of Investments and Client Services @
- 2021 - 2022 Retirement Plan Consultant @
- 2019 - 2020 Retirement Investment Advisor @
- 2015 - 2019 Inst'l New Business Development Officer and Senior Vice President @
- 2012 - 2014 401(k) Plan Strategist @
- 2011 - 2012 Investment Officer @
- 2004 - 2011 Retirement Specialist @
- 2000 - 2004 Investment Associate @
- 1999 - 2000 Financial Advisor @
Rob Appleman Education
- Augusta University
BS
1995 - 1999
Rob Appleman Skills
- 401(k) Retirement Savings Plans
- Defined Contribution
- Investment Advisory Services
- Fiduciary Services
- Client Services
- Customer Service
- Retirement
- Retirement Planning
- Investments
- Asset Allocation
- Wealth Management
- Sales
- Finance
- Financial Analysis
- Banking
- Financial Services
- Portfolio Management
- Financial Planning
- Investment Management
- Financial Advisory
- Mutual Funds
- Development
- Business Development
- Computer Hardware
Rob Appleman Summary
- Rob Appleman, based in United States, is currently a Vice President, Client Services at World Investment Advisors (formerly Pensionmark). Rob Appleman brings experience from previous roles at World Investment Advisors (formerly Pensionmark), OneDigital and Truist. Rob Appleman holds a 1995 - 1999 BS @ Augusta University. With a robust skill set that includes 401(k) Retirement Savings Plans, Defined Contribution, Investment Advisory Services, Fiduciary Services, Client Services and more. Rob Appleman has 2 emails and 2 mobile phone numbers on RocketReach.
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Others Named Rob Appleman
Rob Appleman
Vice President, Client Services
United States
Top World Investment Advisors (formerly Pensionmark) Employees
Edward Walters
President
Philadelphia, PA, US
Valerie Digennaro
Managing Director
Saint Petersburg, FL, US
Rob Appleman
Vice President, Client Services
United States
Roger Rocha
Managing Director
Glendale, CA, US
Bruce Tobin
Managing Director
Boston, MA, US
Pierce Trcka
VP, Wealth Advisor and Investments
United States
Sean O'Flaherty
Managing Director
Eagle, ID, US
Pete Ravani
Managing Director at World Investment Advisors - Bay Area
California, United States
Thomas Ming
Managing Partner
Bakersfield, CA, US
Chad Kolinsky
Managing Director
Ramsey, NJ, US
Troy Hammond
Executive Advisor to the President
Santa Barbara, CA, US
Joe Stack
Managing Director
Dallas, TX, US
Robert Scherzer
Managing Director- N.Y. Metro
New York, NY, US
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