Robert Avery Email & Phone Number
Compliance Officer @ MPM Wealth Advisors
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Robert Avery Location
- Whitehouse, OH, US
Robert Avery Work
- Compliance Officer @ (February 2025 - Present)
- Corporate Operations Manager @ (January 2018 - December 2024)
- Small Business Owner @ Miles and Avery Construction, LLC (September 2016 - December 2018)
- Tax Professional @ (December 2014 - December 2016)
- Consultant @ iLink Real Estate Co. (May 2015 - August 2016)
- Consultant @ Consulting (October 2014 - November 2014)
- Director of Operations @ OBS Financial Services, Inc. (April 2013 - August 2014)
- Director of Trust Operations @ OBS Financial Services, Inc. (May 2009 - April 2013)
- Account Executive (Trust Operations and Inside Sales) @ OBS Financial Services, Inc. (May 2005 - May 2009)
Robert Avery Education
- The Ohio State University
BS in Family Resource Management (Finance, Personal Finance)
1998-2003
Robert Avery Skills
- Banking
- Technology
- Accounting
- Retirement Planning
- Account Management
- Financial Planning
- Portfolio Management
- Investments
- Business Analysis
- 401k
- Asset Allocation
- Investment Advisory
- Strategic Planning
- Financial Services
- Wealth Management
- Equities
- Mutual Funds
- Sales Management
- Strategic Financial Planning
- Microsoft Office
- Operations Management
- Microsoft Excel
- Asset Management
- Management
- Project Management
- Retirement
- Securities
- Tax
- Marketing
- Strategy
Robert Avery Summary
- Robert Avery, based in Whitehouse, OH, US, is currently a Compliance Officer at MPM Wealth Advisors. Robert Avery brings experience from previous roles at Devonshire REIT, Inc., Miles and Avery Construction, LLC, Liberty Tax and iLink Real Estate Co.. Robert Avery holds a 1998 - 2003 BS in Family Resource Management in Finance, Personal Finance @ The Ohio State University. With a robust skill set that includes Banking, Technology, Accounting, Retirement Planning, Account Management and more. Robert Avery has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Robert Avery?
Find contact details for 700 million professionals.
Others Named Robert Avery
Robert Avery
Vice President Public Relations
New York, NY, US
Robert Avery
CEO
Santa Barbara, CA, US
Robert Avery
Vice President
Escondido, CA, US
Robert Avery
President and CEO
Denver, CO, US
Robert Avery
ceo
Philadelphia, PA, US
Robert Avery
CEO
South Jordan, UT, US
Robert Avery
Vice President of Finance and Human Resources
West Hollywood, CA, US
Top MPM Wealth Advisors Employees
Bryan Ohm
Co-Founder and Co-President
Holland, OH, US
Robert Avery
Compliance Officer
Whitehouse, OH, US
Sean Shinaberry
Chief Executive Officer
Toledo, OH, US
Wendy Upton
Administrative Assistant
Toledo, OH, US
Craig Huntington
Senior Vice President-MPM Wealth Advisors
Naples, FL, US
Christine Ohm
CCO
Maumee, OH, US
Gabe Thornhill
Advisor
Austin, TX, US
Darrin Critchet
Fee based Investment Advisor
Fremont, OH, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co