Robert Balfour Email & Phone Number
Vice President - Client Service @ NewEdge Wealth
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Robert Balfour Location
- Chicago, IL, US
Robert Balfour Work
- 2025 -now Vice President - Client Service @
- 2022 -2025 Financial Advisor @
- 2016 -2022 Registered Client Associate @
- 2015 -2016 Private Banking Relationship Associate @
- 2014 -2015 Associate Financial Representative @
- 2013 -2014 Loan Officer @
- 2012 -2013 Sales Assistant @
- 2009 -2010 Finance Intern @
Robert Balfour Education
- DePaul University 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 DePaul University. With a robust skill set that includes Leadership, Auditing, Strategic Finance, PowerPoint, Social Media and more. Robert Balfour has 3 emails and 1 mobile phone numbers on RocketReach.
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