Investment Manager @ (December 2022 - February 2025)
Associate Advisor @ (March 2018 - December 2022)
Client Service Manager @ Itzen Wealth Management - an Ameriprise private wealth advisory practice (April 2017 - February 2018)
Finance Tutor and Student Grader @ (January 2016 - April 2017)
Statistics and Accounting Tutor @ (September 2015 - April 2016)
Office Staff @ Leavenworth Outdoor Center (June 2014 - August 2016)
Rob Osgood Education
University of Redlands 2013-2017
CFA Institute
Rob Osgood Summary
Rob Osgood, based in Ontario, CA, US, is currently a Wealth Advisor, Partner at Concours Capital Advisors. Rob Osgood brings experience from previous roles at Concours Capital Advisors, Itzen Wealth Management - an Ameriprise private wealth advisory practice and University of Redlands. Rob Osgood holds a 2013 - 2017 University of Redlands. Rob Osgood has 3 emails and 3 mobile phone numbers on RocketReach.
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