Rob Caissie Email & Phone Number
Regional Business Development Manager @ Qualified Financial Services
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Rob Caissie Location
- Halifax Regional Municipality, NS, CA
Rob Caissie Work
- Regional Business Development Manager @ (December 2023 - Present)
- Chief Executive Officer @ (September 2020 - April 2021)
- Director of Wealth Management @ Atlantic Group (January 2018 - September 2020)
- Managing Director @ (March 2013 - August 2017)
- Director Business Development @ (March 2003 - February 2013)
- Retirement and Investment Services Manager @ (January 1998 - February 2003)
- Advisor @ (January 1992 - December 1997)
- Advisor @ (June 1989 - December 1992)
Rob Caissie Education
- Saint Mary's University
Bachelor of Commerce (Marketing)
1985-1989 - Pictou Academy 1983-1985
Rob Caissie Skills
- Business Relationship Management
- LLQP
- Sales Processes
- Recruiting
- Project Management
- Sales and Marketing
- Strategic Financial Planning
- Investments
- Retirement
- Retirement Planning
- Business Planning
- Estate Planning
- Business Development
- Financial Planning
- Finance
- Critical Illness
- Life Insurance
- Financial Services
- Insurance
- Employee Benefits
- Budgeting
- Wealth Management
- Budgets
- Group Benefits
- CRM
- Team Leadership
- Entrepreneurship
- Change Management
- Coaching
- Management
- Leadership
- Strategic Planning
- Microsoft Excel
- Portfolio Management
- Strategy
Rob Caissie Summary
- Rob Caissie, based in Halifax Regional Municipality, NS, CA, is currently a Regional Business Development Manager at QFS. Rob Caissie brings experience from previous roles at CU Financial Management , Atlantic Group, Desjardins Financial Security Independent Network and Freedom 55 Financial. Rob Caissie holds a 1985 - 1989 Bachelor of Commerce in Marketing @ Saint Mary's University. With a robust skill set that includes Business Relationship Management, LLQP, Sales Processes, Recruiting, Project Management and more. Rob Caissie has 1 emails and 1 mobile phone numbers on RocketReach.
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