Robert Balfour Email & Phone Number
Vice President - Client Service @ NewEdge Wealth
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Robert Balfour Location
- Chicago, IL, US
Robert Balfour Work
- Vice President - Client Service @ (August 2025 - Present)
- Financial Advisor @ (August 2022 - August 2025)
- Registered Client Associate @ (March 2016 - August 2022)
- Private Banking Relationship Associate @ (July 2015 - March 2016)
- Associate Financial Representative @ (March 2014 - July 2015)
- Loan Officer @ (September 2013 - February 2014)
- Sales Assistant @ (July 2012 - August 2013)
- Finance Intern @ (May 2009 - January 2010)
Robert Balfour Education
- DePaul University
Bachelor of Science (B.S.) (Finance)
2010-2013
Robert Balfour Skills
- Leadership
- Auditing
- Strategic Finance
- PowerPoint
- Social Media
- Budget
- Sales
- Portfolio Management
- Data Analysis
- Investments
- Finance
- Wealth Management
- Life Insurance
- Mutual Funds
- Outlook
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Credit
- Time Management
- Customer Service
- Financial Analysis
- Budgets
- Teamwork
- Research
- Loans
- Analysis
- Access
Robert Balfour Summary
- Robert Balfour, based in Chicago, IL, US, is currently a Vice President - Client Service at NewEdge Wealth. Robert Balfour brings experience from previous roles at Wells Fargo Advisors, Credit Suisse and Northwestern Mutual. Robert Balfour holds a 2010 - 2013 Bachelor of Science (B.S.) in Finance @ DePaul University. With a robust skill set that includes Leadership, Auditing, Strategic Finance, PowerPoint, Social Media and more. Robert Balfour has 1 emails and 1 mobile phone numbers on RocketReach.
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