Rob Caverly Email
President @ Bond&Devick Wealth Partners
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Rob Caverly Location
- Minneapolis, MN, US
Rob Caverly Work
- 2023 -now President @
- 2018 -2023 Partner and Wealth Management and Operations Director @
- 2016 -2018 Operations Manager @
- 2014 -2016 Associate Financial Planner @
- 2013 -2013 Financial Advisor - Trainee @
- 2012 -2013 Merchant Operations Manager @
- 2011 -2012 Category Manager - Gaming @
- 2005 -2011 Project Manager - Customer Centricity @
- 2003 -2005 Assistant Store Manager @
- 2001 -2003 Sales Associate @
- 2001 -2003 Assistant Portfolio Manager @ Cosmopolitan Bank and Trust
- 1999 -2001 Marketing Intern @ Syntegra (BT - British Telecom)
Rob Caverly Education
- College for Financial Planning
Chartered Retirement Planning Counselor™
2022-2022 - College for Financial Planning
Chartered SRI Counselor
2018-2019 - College for Financial Planning
CFP Certification Professional Education Program (Financial Planning and Services)
2014-2016 - Bethel University
Bachelor of Arts (B.A.) (Business, Management, Marketing, and Related Support Services)
1997-2001 - Woodbury High School 1993-1997
Rob Caverly Summary
- Rob Caverly, based in Minneapolis, MN, US, is currently a President at Bond&Devick Wealth Partners. Rob Caverly brings experience from previous roles at Bond&Devick Wealth Partners, Bond & Devick Financial Network and Edward Jones. Rob Caverly holds a 2022 - 2022 Chartered Retirement Planning Counselor™ @ College for Financial Planning. Rob Caverly has 1 emails on RocketReach.
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