Robert Avery Email & Phone Number
Compliance Officer @ MPM Wealth Advisors
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Robert Avery Location
- Whitehouse, OH, US
Robert Avery Work
- 2025 -now Compliance Officer @
- 2018 -2024 Corporate Operations Manager @
- 2016 -2018 Small Business Owner @ Miles and Avery Construction, LLC
- 2014 -2016 Tax Professional @
- 2015 -2016 Consultant @ iLink Real Estate Co.
- 2014 -2014 Consultant @ Consulting
- 2013 -2014 Director of Operations @ OBS Financial Services, Inc.
- 2009 -2013 Director of Trust Operations @ OBS Financial Services, Inc.
- 2005 -2009 Account Executive (Trust Operations and Inside Sales) @ OBS Financial Services
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.
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