Robbie Stevenson's Location
Charlotte, NC, US
Robbie Stevenson's Work
- Rollover Specialist @ TIAA
- Investment Consultant @ TIAA
- Service Center Rep @ LPL Financial
- Mutual Fund Specialist @ Vanguard
- CLIENT RELATIONS ASSOCIATE @ Vanguard
- Transition Specialist @ LPL
- SENIOR AIRMAN @ United States Air Force
Robbie Stevenson's Education
- University of North Carolina at Charlotte
Bachelor of Science (BS) (Finance, General)
2002 - 2006 - University of Phoenix
Master of Business Administration (MBA) (Business Administration)
2011 - 2012
Robbie Stevenson's Skills
- Mutual Funds
- Series 63
- Retirement Planning
- Financial Services
- Investments
- 401k
- Series 7
- Retirement
- Asset Allocation
- Wealth Management
Robbie Stevenson's Summary
Robbie Stevenson, based in Charlotte, NC, US, is currently a Rollover Specialist at TIAA-CREF, bringing experience from previous roles at TIAA-CREF, LPL Financial and Vanguard. Robbie Stevenson holds a 2002 - 2006 Bachelor of Science (BS) in Finance, General @ University of North Carolina at Charlotte. With a robust skill set that includes Mutual Funds, Series 63, Retirement Planning, Financial Services, Investments and more, Robbie Stevenson contributes valuable insights to the industry. Robbie Stevenson has 3 emails on RocketReach.
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