Robert Batt Email & Phone Number
Manager of Client Success @ CapitalROCK
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Robert Batt Location
- Richmond, VA, US
Robert Batt Work
- Manager of Client Success @ (June 2021 - Present)
- Manager - Financial Planning and Senior Planning Analyst @ (January 2016 - May 2021)
- Director of Client Services @ Hermitage Wealth Management (January 2015 - January 2016)
- Director of Client Services @ (January 2013 - January 2015)
- Senior Support and Training Specialist @ (January 2004 - January 2013)
- Financial Products and Services @ (January 2002 - January 2004)
- Operations Specialist and Accounts Receivable Manager @ (January 1999 - January 2002)
Robert Batt Education
- Virginia Commonwealth University
B.S. Business Administration (Finance)
Robert Batt Skills
- 529 Plans
- Annuities
- ChFC®
- Customer Service
- EMoney Advisor
- ETFs
- Ebix SmartOffice
- Estate Planning
- Financial Planning
- Financial Services
- Fixed Income
- GoToMeeting
- Human Resources
- Insurance
- Investments
- Management
- Microsoft Office
- MoneyGuidePro
- Mutual Funds
- Project Management
- Qualified Retirement Plans
- RP
- Retirement
- Retirement Planning
- Salesforce.com
- Series 7
- Social Security
- Strategic Financial Planning
- Team Leadership
- Training
- Wealth Management
Robert Batt Summary
- Robert Batt, based in Richmond, VA, US, is currently a Manager of Client Success at CapitalRock. Robert Batt brings experience from previous roles at Wealthcare Capital Management, Hermitage Wealth Management and MoneyGuidePro (PIEtech, Inc.). Robert Batt holds a B.S. Business Administration in Finance @ Virginia Commonwealth University. With a robust skill set that includes 529 Plans, Annuities, ChFC®, Customer Service, EMoney Advisor and more. Robert Batt has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Robert Batt?
Find contact details for 700 million professionals.
Others Named Robert Batt
Robert Batt
Payroll Manager
Minneapolis, MN, US
Robert Batt
crew leader
Las Vegas, NV, US
Bob Batt
Associate Professor
Madison, WI, US
Bob Batt
Chairman
Omaha, NE, US
Robert Batt
Manager of Client Success
Richmond, VA, US
Robert Batt
Senior Accountant
Cochrane, AB, CA
Top CapitalROCK Employees
Connor Thomas
Senior Vice President
Richmond, VA, US
Olaf Jensen
Vice President Of Software Development
Salt Lake City, UT, US
John Hyde
CEO and Founder
Bountiful, UT, US
Cody Miller
VP of Client Services
Midvale, UT, US
Connor Hyde
Head Of Marketing
North Salt Lake, UT, US
Brian Hendricks
COO
North Salt Lake, UT, US
Ryan Harmon
Vice President of Technology
Salt Lake City, UT, US
Shawn Koga
Principal Frontend Developer
United States
Robert Batt
Manager of Client Success
Richmond, VA, US
Scott Miller
VP Data
Salt Lake City, UT, US
Neil Wert
Senior Director, Business Development
Glen Allen, VA, US
Trevor Morgan
VP of Product
Gulf Breeze, FL, US
Nicholas Adams
foreman,owner
Ottawa, ON, CA
Adam Fuhriman
Senior DevOps Engineer
Salt Lake City, UT, US
Samuel Faber
Product Manager
Bountiful, UT, US
Monique Dardeau
Vice President, Client Success
Saint Paul, MN, US
Brandon Jacobsen
Senior Product Manager
Salt Lake City, UT, US
Jay McCready
Business Development
Richmond, VA, US
Jared Lorenz
Product Manager
North Salt Lake, UT, US
Douglas Garback Jr.
Vice President of Product
Hazlet, NJ, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co