Financial Advisor @ Merrill Lynch Wealth Management, Bank of America Corporation (September 2017 - October 2018)
401(k) Internal Wholesaler District Manager @ ADP Retirement Services (April 2016 - September 2017)
Senior Financial Services Representative @ TD Bank (May 2013 - April 2016)
Licensed Sales Producer @ McConnell and Associates Allstate Insurance Agency (April 2011 - March 2012)
Sales Representative @ Liberty Mutual Group (November 2005 - May 2008)
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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