Rob Wick Email & Phone Number
Managing Associate @ Wealth Strategies
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Rob Wick Location
- Evergreen, CO, US
Rob Wick Work
- 2025 -now Managing Associate @
- 2023 -2025 Managing Partner @ 5280 Retirement Group
- 2019 -2025 Owner @ Wick Wealth Management
- 2017 -2019 Regional Sales Manager @
- 2016 -2017 New Business Development @
- 2013 -2015 Marketing Consultant - Annuity Division @
- 2009 -2013 Regional Vice President @ The Fimark Group
- 2007 -2009 Internal Wholesaler @
- 2007 -2007 Inbound Rep @
Rob Wick Education
- University of North Carolina at Charlotte
Bachelor's degree, Psychology and Finance (Psychology and Finance)
2004-2007 - Appalachian State University
- Western Carolina University
- Palm Beach Atlantic University
Rob Wick Skills
- Broker-Dealer Compliance
- Service Recovery
- Relationship Building
- Problem Solving
- Customer Service
- Critical Thinking
- Communication
- Business Relationship Management
- Broker-Dealer Operations
- Fixed Annuities
- Retirement Planning
- Investments
- Series 7
- Insurance
- Financial Advisory
- Strategic Financial Planning
- Financial Planning
- Life Insurance
- Series 6
- Retirement
- Sales Management
- Mutual Funds
- Series 63
- Strategic Planning
- Long-term Care
- Distributors
- Sports
- Long Term Care
- Independence
Rob Wick Summary
- Rob Wick, based in Evergreen, CO, US, is currently a Managing Associate at Wealth Strategies. Rob Wick brings experience from previous roles at 5280 Retirement Group, Wick Wealth Management and Saybrus Partners. Rob Wick holds a 2004 - 2007 Bachelor's degree, Psychology and Finance in Psychology and Finance @ University of North Carolina at Charlotte. With a robust skill set that includes Broker-Dealer Compliance, Service Recovery, Relationship Building, Problem Solving, Customer Service and more. Rob Wick has 3 emails and 2 mobile phone numbers on RocketReach.
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