Rob Shedd Email & Phone Number

Financial Advisor @ Addison Avenue Investment Services

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Rob Shedd Location

Loveland, CO, US

Rob Shedd Work

Financial Advisor @ (September 2022 - Present)
Advisor- Supervision, Investment Advisory @ (February 2022 - September 2022)
Wealth Management Advisor @ (September 2019 - February 2022)
Financial Advisor @ (December 2013 - September 2019)
Financial Advisor @ (September 2011 - December 2013)
Financial Advisor @ (December 2010 - August 2011)
Investment Solutions Representative @ (October 2009 - September 2010)

Rob Shedd Education

University of Northern Colorado
Bachelor's Degree (Chemistry)
1989-1993

Rob Shedd Skills

Dash
Formulary
Schools
Bonds
Country
Hospitals
Services
Life Insurance
Personalities
Yard
Charities
Product Knowledge
Allergy
10k
Asset Management
FINRA
Employer Groups
Education
Product Launch
Soccer
Portfolio Management
Direct Marketing
Physician Assistants
Pharmaceutical Industry
Customer Oriented
Conventions
Microbiology
Roth IRA
Communication
Licensure
Teaching
Geography
66 Licensed
Insurance
Wealth Management Services
Customer Base
Business Development
Marketing Strategy
Net
Clinical Data
Responsibility
Retirement
IRA's
Branding
Prescription
Financial Planners
Urology
Compelling
IRAs
Networking
Project Planning
Wyoming
Series 7
Sales and Marketing
Leadership
Budgets
Top Performer
Store Management
Denver
401k Education
Calls
Casualty Insurance
Market
Pain Management
Marketing Budget
Strategic Financial
High Achiever
Credibility
Rapport
Community
Financial Goals
Rheumatology
Marketing
Chemistry
MVP
Small Business
Market Share
Product Development
Business Services
Neurology
Teleconferencing
Travel
Fish
Art
Web Based Research
Golf
Biochemistry
Forward Thinking
Racing
Summa Cum Laude
Outdoors
Strategies
Securities
Asthma
Social Influence
Disability Insurance
Physicians
403 b
Apache Pig
Finance
ETFs
Term Life Insurance
Educational Programs
Employee Benefits
Trending
Advertising
Business Planning
Alternative Investments
Aid
Institutions
Psychiatry
Internal Medicine
Long Term Care Insurance
Colorado
Insurance Planning
Sponsorship
Cross Training
Sports
Financial Planning
Informatics
Comparative
Health Insurance
Tee
Training
Fixed Annuities
Retirement Savings
Long Term Care
Series 6
Mentoring
Budgeting
Accounting
Pricing Analysis
College Savings Plans
Hiking
Investments
Medicine
Investment Management
Asset Allocation
Strategy
401k Rollovers
Microsoft Excel
Pets
Cat
Shares
Advertising Agency
Strategic Financial Planning
Wealth Management
Business Meetings
Thompson
Sales Presentations
Seminars
Management Development
Financial Advisory
Family Medicine
Revenue
Pharmacists
Hamsters
Sold
Retirement Planning
Estate Planning
Needs Assessment
Portfolio
Investment Strategies
Selling
Dogs
Relationship Marketing
Preschool
Sales
Management
Property
Mutual Funds
Physiatry
Series 66
Cash Flow Forecasting
Annuities
History
Variable Products
Financial Services
Bobcat
ENT
Elementary Education
Disease
Urgent Care
Gardening
Qualifying Prospects
Msn
Nurse Practitioners
Key Opinion Leaders
Presentations
Sales Trainings
401k
BBQ
Investment Advisory
Series 63
Problem Solving
401 Education

Rob Shedd Summary

Rob Shedd, based in Loveland, CO, US, is currently a Financial Advisor at Addison Avenue Investment Services. Rob Shedd brings experience from previous roles at Raymond James, U.S. Bancorp Investments, Inc., Raymond James Financial Services, Inc. and VALIC Financial Advisors, Inc.. Rob Shedd holds a 1989 - 1993 Bachelor's Degree in Chemistry @ University of Northern Colorado. With a robust skill set that includes Dash, Formulary, Schools, Bonds, Country and more. Rob Shedd has 4 emails and 1 mobile phone numbers on RocketReach.