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
- 2019 -now Private Wealth Manager @
- 2016 -2019 Investment Advisor Representative @
- 2012 -2016 Financial Advisor @
- 2011 -2012 Princor Registered Representative, Financial Advisor @
- 2011 -2011 Mortgage Professional @
- 2007 -2011 Branch Manager and Loan Officer @ Prodigy Mortgage
- 2004 -2007 Senior Managing Director @
- 2003 -2004 Branch Supervisor @
Rob Klepner Education
- American University
Master Of Science (Information Systems)
1999-2001 - Wake Forest University
Bachelor Of Science (Economics)
1988-1991
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. Rob Klepner has 1 emails and 1 mobile phone numbers on RocketReach.
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Rob Klepner
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