Rob Whitman Email & Phone Number
Vice President, Wealth Solutions @ BNY Pershing
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Rob Whitman Location
- New York, NY, US
Rob Whitman Work
- 2023 -now Vice President, Wealth Solutions @
- 2021 -2023 Director, Retirement Plans Solutions @
- 2020 -2021 Technical Consultant @
- 2015 -2023 President @ Your Town Properties, LLC
- 2013 -2020 Manager, Retirement Programs @
- 1999 -2012 Sr Pension Consultant @
- 1995 -1999 New Business Consultant @
Rob Whitman Education
- Catawba College
Rob Whitman Skills
- Critical Thinking
- Customer Service Management
- Interpersonal Skills
- Management
- Client Relations
- Individual Retirement Accounts (IRA)
- Leadership
- People Management
- People Development
- Creative Problem Solving
- 401k
- Series 63
- Series 6
- Retirement Planning
- Retirement
- Investments
- Mutual Funds
- Financial Services
- Pensions
- Fixed Annuities
- Pension Funds
- Finance
- Asset Allocation
- Financial Planning
- Securities Regulation
- Project Management
- Program Management
- 403 b
- Team Leadership
- Customer Service
- Problem Solving
- Product Development
- Program Development
- 401(k) Retirement Savings Plans
- SEP IRA
- Simple IRA
- Traditional IRA
- Roth IRA
- 457 Plans
- 401
- Series 7
- 401 Retirement Savings Plans
Rob Whitman Summary
- Rob Whitman, based in New York, NY, US, is currently a Vice President, Wealth Solutions at BNY Mellon | Pershing. Rob Whitman brings experience from previous roles at PenServ Plan Services, Your Town Properties, LLC and Foresters Financial Services. Rob Whitman holds a Catawba College. With a robust skill set that includes Critical Thinking, Customer Service Management, Interpersonal Skills, Management, Client Relations and more. Rob Whitman has 2 emails and 1 mobile phone numbers on RocketReach.
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