Rob Mountain Email & Phone Number
Investment Strategy - Digital Advice @ John Hancock Financial Services
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Rob Mountain Location
- Boston, MA, US
Rob Mountain Work
- 2017 -now Investment Strategy - Digital Advice @
- 2013 -2017 Investment Consultant @
- 2011 -2013 Retirement Plan Sales Associate @
- 2009 -2011 Analyst, Chief Financial Office @
Rob Mountain Education
- Trinity College - Hartford
Bachelor of Arts (Economics)
2005-2009
Rob Mountain Skills
- Product Development
- Product Management
- Defined Contribution
- Sales
- Investment Management
- ETFs
- Client Relations
- Asset Allocation
- Relationship management
- Investment Strategies
- Model Portfolios
- Series 63
- Investments
- Series 7
- Mutual Funds
- Securities
- Financial Modeling
- Financial Advisory
- Fixed Income
Rob Mountain Summary
- Rob Mountain, based in Boston, MA, US, is currently a Investment Strategy - Digital Advice at John Hancock. Rob Mountain brings experience from previous roles at John Hancock and Mufg in the Americas. Rob Mountain holds a 2005 - 2009 Bachelor of Arts in Economics @ Trinity College - Hartford. With a robust skill set that includes Product Development, Product Management, Defined Contribution, Sales, Investment Management and more. Rob Mountain has 2 emails and 4 mobile phone numbers on RocketReach.
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