Rob Gillard Email & Phone Number
Certified Financial Planner @ California Financial Partners, Inc.
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Rob Gillard Location
- Los Angeles, CA, US
Rob Gillard Work
- Certified Financial Planner @ (April 2013 - Present)
- Account Executive @ (January 2012 - March 2013)
- Senior Wealth Strategy Associate @ (September 2007 - January 2012)
- Assistant Vice President @ (August 1999 - September 2007)
Rob Gillard Education
- University of Miami Business School
Bachelor of Business Administration (BBA) (Finance)
1995-1999
Rob Gillard Skills
- Alternative Investments
- Leadership
- Series 63
- Financial Advisory
- Planning
- Public Speaking
- Retirement Planning
- Certified Investment Management Analyst
- Portfolio Management
- Investments
- Asset Allocation
- Investment Advisory
- Wealth Management
- Uniform Combined State Law
- Strategic Financial Planning
- Microsoft Office
- Investment Strategies
- Asset Management
- Certified Financial Planner
- Management
- Series 65
- Series 7
- Securities
Rob Gillard Summary
- Rob Gillard, based in Los Angeles, CA, US, is currently a Certified Financial Planner at California Financial Partners, Inc.. Rob Gillard brings experience from previous roles at Fidelity Investments, UBS and Deutsche Bank. Rob Gillard holds a 1995 - 1999 Bachelor of Business Administration (BBA) in Finance @ University of Miami Business School. With a robust skill set that includes Alternative Investments, Leadership, Series 63, Financial Advisory, Planning and more. Rob Gillard has 2 emails and 1 mobile phone numbers on RocketReach.
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