Rob Roels Email & Phone Number
Associate Director of Wealth Planning @ D.A. Davidson Companies
5 free lookup(s).
No credit card required.
Rob Roels Location
- Portland, OR, US
Rob Roels Work
- 2021 - now Associate Director of Wealth Planning @
- 2014 - 2021 Senior Financial Planner @
- 2004 - 2014 Banking Center Manager @
- 1991 - 2004 Personal Banking Officer @
- 1995 - 1999 Assistant Branch Manager @
- 1994 - 1994 Section Manager of Branch Operations @
- 1992 - 1993 Lead Teller @
- 1991 - 1992 Teller @
Rob Roels Education
- Arizona State University
Bachelor of Arts - BA (HISTORY)
Rob Roels Summary
- Rob Roels, based in Portland, OR, US, is currently a Associate Director of Wealth Planning at D.A. Davidson Companies. Rob Roels brings experience from previous roles at Umpqua Bank and Bank of America. Rob Roels holds a Bachelor of Arts - BA in HISTORY @ Arizona State University. Rob Roels has 2 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Rob Roels?
Find contact details for 700 million professionals.
Others Named Rob Roels
Bob Roels
Head of Legal
Antwerp, BE
Rob Roels
Associate Director of Wealth Planning
Portland, OR, US
Top D.A. Davidson Companies Employees
Amy Hermes
Managing Director and Co-Head of Davidson Engage (The DEN)
Los Angeles, CA, US
Larry Martinez
Chief Executive Officer
Great Falls, MT, US
John Backus
Managing Director, Institutional FIG Specialist
Rockville Centre, NY, US
Michael Purpura
President, Wealth Management
Seattle, WA, US
Cody Wilson
Managing Director
Atlanta, GA, US
Amy Hayman
Managing Director
Chicago, IL, US
Matt Lower
Managing Director, Sales
Cleveland, OH, US
Reid Liebhaber
Managing Director - Institutional Equity Sales
Burlingame, CA, US
Marcus Lambert
Managing Director
New Orleans, LA, US
Jere McGuffee
Managing Director
Memphis, TN, US
Brian Holland
Managing Director, Research Analyst, Food and Beverage
Portland, OR, US
Peter Heckmann
Managing Director, Equity Research
Overland Park, KS, US
Scott Witeby
Chief Financial Officer
Kirkland, WA, US
Matt Cooney
Chief Operating Officer, Equity Capital Markets
Irvine, CA, US
Ogieva Guobadia
Managing Director
Spring, TX, US
Justin Jones
Senior Vice President, Chief Information Security Officer
Great Falls, MT, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co