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Rob Gillard Location
Los Angeles, CA, US
Rob Gillard Work
2013 -now Certified Financial Planner @
2012 -2013 Account Executive @
2007 -2012 Senior Wealth Strategy Associate @
1999 -2007 Assistant Vice President @
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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