Rob Lepre Email & Phone Number
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Rob Lepre Location
- Pittsburgh, PA, US
Rob Lepre Work
- 2020 -now Consultant @ none
- 2007 -2020 Vice President @
- 2003 -2006 Senior Vice President @
- 2002 -2003 Senior Client Advisor @ UBS Wealth Management
- 1986 -2002 Vice President @ BNY Mellon Wealth Management
Rob Lepre Education
- Carnegie Mellon University
MPM
1985-1987 - University of Pittsburgh
BA (Economics, Mathematics, Spanish)
1974-1978
Rob Lepre Skills
- Estate Planning
- Private Wealth Management
- LGBT Financial Solutions
- Strategic Financial Planning
- Wealth Management
- Wealth Management Services
- Financial Analysis
- Employee Benefits
- Financial Services
- Banking
- Financial Planning
- Insurance
- Real Estate
- Portfolio Management
- Asset Allocation
- Investments
- Loans
- Securities
- Investment Advisory
- Retirement Planning
- Mutual Funds
- Strategic Planning
- Small Business
- Asset Management
- Series 7
- Private Wealth
- Strategic Financial
Rob Lepre Summary
- Rob Lepre, based in Pittsburgh, PA, US, is currently a Consultant at none. Rob Lepre brings experience from previous roles at Fifth Third Private Bank, Sky Trust National Association, UBS Wealth Management and BNY Mellon Wealth Management. Rob Lepre holds a 1985 - 1987 MPM @ Carnegie Mellon University. With a robust skill set that includes Estate Planning, Private Wealth Management, LGBT Financial Solutions, Strategic Financial Planning, Wealth Management and more. Rob Lepre has 1 mobile phone numbers on RocketReach.
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