Rob Klepner Email & Phone Number
Private Wealth Manager @ UPSTREAM Investment Partners, LLC
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Rob Klepner Location
- Georgetown, TX, US
Rob Klepner Work
- Private Wealth Manager @ (September 2019 - Present)
- Investment Advisor Representative @ (June 2016 - September 2019)
- Financial Advisor @ (May 2012 - May 2016)
- Princor Registered Representative, Financial Advisor @ (October 2011 - May 2012)
- Mortgage Professional @ (April 2011 - October 2011)
- Branch Manager and Loan Officer @ Prodigy Mortgage (August 2007 - April 2011)
- Senior Managing Director @ (May 2004 - August 2007)
- Branch Supervisor @ (August 2003 - May 2004)
Rob Klepner Education
- American University
Master Of Science (Information Systems)
1999-2001 - Wake Forest University
Bachelor Of Science (Economics)
1988-1991
Rob Klepner Skills
- 401k
- 401k Rollovers
- Asset Management
- Banking
- Certified Mortgage Planning
- Cooking
- Credit
- FHA
- Financial Advisory
- Financial Planning
- Financial Services
- Fixed Annuities
- IRAs
- Insurance
- Investment Advisory
- Investments
- Life Insurance
- Loan Origination
- Management
- Mortgage Banking
- Mutual Funds
- Portfolio Management
- Real Estate
- Refinance
- Residential Mortgages
- Retirement
- Retirement Planning
- Sales
- Series 7
- Soccer
- Strategic Financial Planning
- Strategic Planning
- Team Building
- USDA
- Underwriting
- VA loans
- Wealth Management
Rob Klepner Summary
- Rob Klepner, based in Georgetown, TX, US, is currently a Private Wealth Manager at Upstream Investment Partners, LLC. Rob Klepner brings experience from previous roles at Gladstone Wealth Group, Merrill Lynch, Principal Financial Group and Nationstar Mortgage. Rob Klepner holds a 1999 - 2001 Master Of Science in Information Systems @ American University. With a robust skill set that includes 401k, 401k Rollovers, Asset Management, Banking, Certified Mortgage Planning and more. Rob Klepner has 1 emails and 1 mobile phone numbers on RocketReach.
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Rob Klepner
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