Rob Loftis Email & Phone Number
Managing Director, Private Wealth Advisor
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Rob Loftis Location
- Atlanta, GA, US
Rob Loftis Work
- 2012 -now Managing Director, Private Wealth Advisor @ Morgan Stanley Private Wealth Management
- 2010 -2012 Investment Representative @
- 2009 -2009 Private Wealth Management Summer Associate @
- 2002 -2008 Commercial Manager @
Rob Loftis Education
- UNC Kenan-Flagler Business School
MBA (Investment Management, Corporate Finance)
2008-2010 - North Carolina State University
Bachelor of Science (Electrical Engineering)
1997-2002
Rob Loftis Skills
- Financial Services
- Services
- Wealth Management
Rob Loftis Summary
- Rob Loftis, based in Atlanta, GA, US, is currently a Managing Director, Private Wealth Advisor at Morgan Stanley Private Wealth Management. Rob Loftis brings experience from previous roles at Barclays, Goldman Sachs Private Wealth Management and General Electric. Rob Loftis holds a 2008 - 2010 MBA in Investment Management, Corporate Finance @ UNC Kenan-Flagler Business School. With a robust skill set that includes Financial Services, Services, Wealth Management and more. Rob Loftis has 1 emails and 1 mobile phone numbers on RocketReach.
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