Rob Leuffen Email & Phone Number
Investment Advisor @ TORREY WEALTH
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Rob Leuffen Location
- San Diego, CA, US
Rob Leuffen Work
- 2020 -now Investment Advisor @
- 2010 -2020 Wealth Management Advisor @
- 2007 -2010 Account Executive @
- 2004 -2007 Investments Representative @
Rob Leuffen Education
- Boston College
BA (Economics and Psychology)
2001-2004
Rob Leuffen Skills
- Leadership
- Budgets
- Microsoft Office
- Management
- Series 63
- Consultative Selling
- Portfolio Management
- CRM software
- Investments
- Finance
- Services
- Adobe Software
- Asset Allocation
- CRM
- Financial Services
- Wealth Management
- Siebel
- Mutual Funds
- Series 7
- Net
Rob Leuffen Summary
- Rob Leuffen, based in San Diego, CA, US, is currently a Investment Advisor at TORREY WEALTH. Rob Leuffen brings experience from previous roles at TIAA and Fidelity Investments. Rob Leuffen holds a 2001 - 2004 BA in Economics and Psychology @ Boston College. With a robust skill set that includes Leadership, Budgets, Microsoft Office, Management, Series 63 and more. Rob Leuffen has 2 emails and 1 mobile phone numbers on RocketReach.
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