Robert Behr Email & Phone Number
Comprehensive Wealth Manager @ PlanVest Financial
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Robert Behr Location
- Bethesda, MD, US
Robert Behr Work
- 2014 -now Comprehensive Wealth Manager @
- 2012 -2013 Financial Advisor @
- 2005 -2011 Financial Advisor @ Smith Barney
- 2001 -2005 Financial Advisor @
Robert Behr Education
- American University - Kogod School of Business
MBA (Accounting)
1991-1995 - American University
BA (Economics, Finance)
1981-1986
Robert Behr Skills
- CPA
- CRPC
- Retirement Planning
- Series 7
- Series 31
- Series 66
- Life Insurance
- Financial Planning
- Financial Advisory
- Securities
- Risk Management
- Investment Management
- Comprehensive Wealth Management
- Health Insurance
- Variable Annuities
- Project Management
- Financial Analysis
- Management
- Customer Service
- Financial Reporting
- Finance
- Strategy
- Microsoft Office
Robert Behr Summary
- Robert Behr, based in Bethesda, MD, US, is currently a Comprehensive Wealth Manager at PlanVest Financial. Robert Behr brings experience from previous roles at Morgan Stanley, Smith Barney and UBS. Robert Behr holds a 1991 - 1995 MBA in Accounting @ American University - Kogod School of Business. With a robust skill set that includes CPA, CRPC, Retirement Planning, Series 7, Series 31 and more. Robert Behr has 1 emails and 2 mobile phone numbers on RocketReach.
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