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
- Vice President, Client Services @ (January 2026 - Present)
- Vice President, Investments @ (July 2024 - January 2026)
- Director of Investments and Client Services @ (January 2023 - July 2024)
- Retirement Plan Consultant @ (January 2021 - December 2022)
- Retirement Investment Advisor @ (December 2019 - December 2020)
- Inst'l New Business Development Officer and Senior Vice President @ (January 2015 - December 2019)
- 401(k) Plan Strategist @ (January 2012 - December 2014)
- Investment Officer @ (January 2011 - January 2012)
- Retirement Specialist @ (September 2004 - January 2011)
- Investment Associate @ (December 2000 - September 2004)
- Financial Advisor @ (October 1999 - December 2000)
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
Top World Investment Advisors (formerly Pensionmark) Employees
Edward Walters
President
Philadelphia, PA, US
Rob Appleman
Vice President, Client Services
United States
Roger Rocha
Managing Director
Glendale, CA, US
Bruce Tobin
Managing Director
Boston, MA, US
Sean O'Flaherty
Managing Director
Eagle, ID, US
Daniel Shapiro
Managing Director
Miami, FL, US
Pete Ravani
Managing Director at World Investment Advisors - Bay Area
California, United States
Jennifer Tanck
Executive Vice President
Florida, United States
Kristen Deevy
Managing Director of Retirement Plans
Denver, CO, US
Thomas Ming
Managing Partner
Bakersfield, CA, US
Jeffrey Sheftic
Chief Growth Officer
Bradenton, FL, US
Robert Gibson
Managing Director
Philadelphia, PA, US
Chad Kolinsky
Managing Director
Ramsey, NJ, US
Mark Scalera
Managing Director
Long Hill, NJ, US
Joe Stack
Managing Director
Dallas, TX, US
W. Salyer
Managing Director, Regional Growth Leader
San Antonio, TX, US
Robert Scherzer
Managing Director- N.Y. Metro
New York, NY, US
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