Rob Edmondson Email & Phone Number
Senior Resident Director - Wealth Management Advisor, Vice President @ Merrill Lynch
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Rob Edmondson Location
- Wilson, NC, US
Rob Edmondson Work
- Senior Resident Director - Wealth Management Advisor, Vice President @ (June 2004 - Present)
- Associate Professor @ (January 1991 - June 2004)
Rob Edmondson Education
- University of Pennsylvania Wharton Business School
Accredited Certificate Program
2016-2016 - Wake Forest University
Master's Degree
1985-1987 - University of North Carolina System
Bachelor's Degree
1980-1982
Rob Edmondson Skills
- Customized Investment Portfolios
- Finance and Investment
- Financial Analysis
- Generational Wealth Transfer
- Goals Based Asset Management
- Goals Based Wealth Management
- Income Strategy During Retirement Years
- Investment Analysis - Portfolio Construction
- Modern Portfolio Theory
- Portfolio Investment Management
- Road Cycling
- Tennis
- Wealth Planning and Investment Management
Rob Edmondson Summary
- Rob Edmondson, based in Wilson, NC, US, is currently a Senior Resident Director - Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management. Rob Edmondson brings experience from previous roles at Barton College. Rob Edmondson holds a 2016 - 2016 Accredited Certificate Program @ University of Pennsylvania Wharton Business School. With a robust skill set that includes Customized Investment Portfolios, Finance and Investment, Financial Analysis, Generational Wealth Transfer, Goals Based Asset Management and more. Rob Edmondson has 2 emails and 1 mobile phone numbers on RocketReach.
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