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Rob Sorensen Location
Chico, CA, US
Rob Sorensen Work
Wealth Management Advisor @ (July 2023 - Present)
Personal Financial Representative @ (November 2017 - July 2023)
Financial Advisor - Stifel @ (June 2017 - August 2017)
Financial Advisor @ (May 2015 - June 2017)
Banker @ Tri Counties Bank (July 2013 - February 2014)
Small Business Specialist @ JP Morgan Securities (October 2012 - May 2013)
President @ Invest In Rest; Inc (November 2007 - February 2013)
Small Business Specialist @ (July 2010 - October 2012)
Enrollment Counselor @ Online Trading Academy (March 2010 - June 2010)
Enrollment Counselor @ (January 2008 - March 2010)
Sales @ Chico Volkswagen (January 2006 - January 2008)
Rob Sorensen Education
Dakota Wesleyan University
Bachelor of Arts (Business Administration/Management)
2002-2004
Butte College
Associate of Arts (A.A.)
1998-2001
Paradise High School
Diploma
1996-1999
Rob Sorensen Skills
Retirement Planning
General Securities Registered Representative
Wealth Preservation Planning
Economics
Financial Advisory
Life Insurance
Long Term Care Insurance
Customer Service
Finance
Sales
Investments
Leadership
Microsoft Office
Public Speaking
Team Building
Website Development
Social Media
Technical Analysis
Financial Planning
Customer Retention
Event Planning
Strategic Planning
Strategy
Sales Management
Non Profit Leadership
Non Profit Board Development
Marketing
New Business Development
Social Networking
Event Management
Credit
Time Management
Social Media Marketing
Needs Identification
Loans
Rob Sorensen Summary
Rob Sorensen, based in Chico, CA, US, is currently a Wealth Management Advisor at Corebridge Financial. Rob Sorensen brings experience from previous roles at Allstate Financial Services, LLC, Stifel Financial Corp., VALIC and Tri Counties Bank. Rob Sorensen holds a 2002 - 2004 Bachelor of Arts in Business Administration/Management @ Dakota Wesleyan University. With a robust skill set that includes Retirement Planning, General Securities Registered Representative, Wealth Preservation Planning, Economics, Financial Advisory and more. Rob Sorensen has 3 emails and 2 mobile phone numbers on RocketReach.
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