Rob Setzer Email & Phone Number
Employee Benefits Consultant @ JS Benefits Group
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Rob Setzer Location
- Flemington, NJ, US
Rob Setzer Work
- 2024 -now Employee Benefits Consultant @
- 2022 -2024 401(k) Internal Wholesaler District Manager @
- 2020 -2022 Regional Director @
- 2018 -2019 Financial Advisor @ Allied Wealth Partners
- 2017 -2018 Financial Advisor @ Merrill Lynch Wealth Management, Bank of America Corporation
- 2016 -2017 401(k) Internal Wholesaler District Manager @ ADP Retirement Services
- 2013 -2016 Senior Financial Services Representative @ TD Bank
- 2011 -2012 Licensed Sales Producer @ McConnell and Associates Allstate Insurance Agency
- 2005 -2008 Sales Representative @ Liberty Mutual Group
Rob Setzer Education
- Rutgers University
Bachelor's Degree (Sports Management)
2000-2002 - Moravian College 1998-2000
Rob Setzer Skills
- Client Relationships
- College Education Planning
- High Net Worth Portfolio Management
- High Net-Worth Wealth Planning
- Customized Wealth Strategies
- Business Retirement Plans
- Business Financial Strategies
- Family Wealth Management Strategies
- Family Wealth Transfer
- Baseball
- Basketball
Rob Setzer Summary
- Rob Setzer, based in Flemington, NJ, US, is currently a Employee Benefits Consultant at JS Benefits Group. Rob Setzer brings experience from previous roles at ADP, RetireOne, Allied Wealth Partners and Merrill Lynch Wealth Management, Bank of America Corporation. Rob Setzer holds a 2000 - 2002 Bachelor's Degree in Sports Management @ Rutgers University. With a robust skill set that includes Client Relationships, College Education Planning, High Net Worth Portfolio Management, High Net-Worth Wealth Planning, Customized Wealth Strategies and more. Rob Setzer has 2 emails and 1 mobile phone numbers on RocketReach.
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