Rob Barnes Email & Phone Number
Sales Director, Managed Accounts and Alternative Investments @ Charles Schwab
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Rob Barnes Location
- Tiburon, CA, US
Rob Barnes Work
- 2010 -now Sales Director, Managed Accounts and Alternative Investments @
- 2005 -2010 Senior Analyst, Investment Management Consulting Group @
- 2000 -2005 Marketing Manager, Managed Accounts @
- 1998 -1999 Manager @ Franklin Templeton Investments
- 1993 -1998 Senior Proposal Consultant @ Prudential Financial
Rob Barnes Education
- College for Financial Planning
(CFP & AAMS)
2004-2008 - Michigan State University
BS (BS)
1987-1992
Rob Barnes Skills
- Managing Accounts
- Alternative Investments
- Investments
- Mutual Funds
- Series 7
- Series 63
- Asset Management
- Wealth Management
- Securities
- Investment Advisory
- Asset Allocation
- Investment Management
- Equities
- Portfolio Management
- Financial Services
Rob Barnes Summary
- Rob Barnes, based in Tiburon, CA, US, is currently a Sales Director, Managed Accounts and Alternative Investments at Charles Schwab. Rob Barnes brings experience from previous roles at Charles Schwab, Franklin Templeton Investments and Prudential Financial. Rob Barnes holds a 2004 - 2008 College for Financial Planning. With a robust skill set that includes Managing Accounts, Alternative Investments, Investments, Mutual Funds, Series 7 and more. Rob Barnes has 3 emails and 1 mobile phone numbers on RocketReach.
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