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Rob Greenman Location
Portland, OR, US
Rob Greenman Work
2021 -now Chief Growth Officer @
2014 -now Lead Advisor @
2011 -2014 Portfolio Manager @
2007 -2011 Client Services Officer @ Great Northern Asset Management
2004 -2007 Chief Operating Officer @ Mengis Capital Management
Rob Greenman Education
University of Portland
n/a (Executive Certificate in Financial Planning)
2009-2009
Occidental College
B.A. (Economics)
1999-2003
Rob Greenman Skills
Investment Management
Investments
Wealth Management Services
Asset Allocation
Retirement Planning
High Net Worth Individuals
Wealth Management
Portfolio Management
Asset Managment
Financial Advisory
Rob Greenman Summary
Rob Greenman, based in Portland, OR, US, is currently a Chief Growth Officer at Vista Capital Partners. Rob Greenman brings experience from previous roles at Vista Capital Partners, Great Northern Asset Management and Mengis Capital Management. Rob Greenman holds a 2009 - 2009 n/a in Executive Certificate in Financial Planning @ University of Portland. With a robust skill set that includes Investment Management, Investments, Wealth Management Services, Asset Allocation, Retirement Planning and more. Rob Greenman has 2 emails and 2 mobile phone numbers on RocketReach.
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