Rob Muller Email & Phone Number
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Rob Muller Location
- Charleston, SC, US
Rob Muller Work
- Partner @ Holy City Wealth Partners (September 2026 - Present)
- Director - Strategic Accounts @ (January 2014 - January 2026)
- Strategic Account Specialist @ (October 2000 - January 2026)
- Senior Key Account Manager @ (October 2000 - January 2026)
- AVP - Strategic Accounts - Operations @ (January 2007 - July 2013)
- Senior Complaint Resolution Specialist @ (May 2003 - January 2007)
- Internal Wholesaler @ (October 2000 - May 2003)
Rob Muller Education
- Nichols College
Bachelor of Arts (PSYCHOLOGY)
Rob Muller Skills
- 401k
- Alternative Investments
- Analysis
- Asset Allocation
- Asset Management
- Asset Managment
- Business Analysis
- Business Development
- Business Relationship Management
- CRM
- Complex Project Management
- Compliance
- Customer Service
- ETFs
- Equities
- Estate Planning
- FINRA
- Finance
- Financial Advisory
- Financial Analysis
- Financial Markets
- Financial Services
- Fixed Annuities
- Fixed Income
- Hedge Funds
- Human Resources
- Insurance
- Internal Audit
- Investment Advisory
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Long-term Care
- Management
- Marketing Strategy
- Mergers
- Mutual Funds
- Operations Management
- Portfolio Management
- Process Improvement
- Product Development
- Product Management
- Product Operations
- Relationship Management
- Retirement
- Retirement Planning
- Risk Management
- Sales
- Sales Management
- Sales Presentations
- Sales Processes
- Securities
- Series 24
- Series 6
- Series 63
- Software Product Management
- Strategic Project Management
- Technical Support
- Mergers
- Social Media
- Long Term Care
- Health Insurance
Rob Muller Summary
- Rob Muller, based in Charleston, SC, US, is currently a Partner at Holy City Wealth Partners. Rob Muller brings experience from previous roles at Equitable. Rob Muller holds a Bachelor of Arts in PSYCHOLOGY @ Nichols College. With a robust skill set that includes 401k, Alternative Investments, Analysis, Asset Allocation, Asset Management and more. Rob Muller has 1 mobile phone numbers on RocketReach.
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