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Robert Blaine Location
Los Angeles, CA, US
Robert Blaine Work
Advising clients on retirement and improving their lives. On their terms. @ (December 2015 - Present)
Financial Advisor-Wealth Management @ Mutual of Omaha Investor Services (January 2014 - November 2015)
Vice President @ (September 2012 - December 2013)
Director @ (September 2008 - September 2012)
Vice President @ (September 1994 - September 2008)
Robert Blaine Education
Texas A&M University
Robert Blaine Skills
Leadership
Financial Advisory
Series 63
Banking
Planning
Bonds
Fixed Income
Retirement Planning
Financial Planning
Portfolio Management
Cross Selling
Capital Markets
Forecasting
Investments
Relationship Management
Mortgage Lending
Credit Risk
Finance
Investment Advisory
Strategic Planning
Asset Allocation
Financial Services
Wealth Management
Equities
Mutual Funds
Strategic Financial Planning
Risk Management
Asset Management
Marketing
Credit
Consumer Lending
Customer Service
Management
Credit Analysis
Strategic Financial
Services
Small Business Lending
Series 7
Securities
Robert Blaine Summary
Robert Blaine, based in Los Angeles, CA, US, is currently a Advising clients on retirement and improving their lives. On their terms. at Infinity Financial Services. Robert Blaine brings experience from previous roles at Mutual of Omaha Investor Services, SunTrust Bank, Oppenheimer & Co. and Citi. Robert Blaine holds a Texas A&M University. With a robust skill set that includes Leadership, Financial Advisory, Series 63, Banking, Planning and more. Robert Blaine has 3 mobile phone numbers on RocketReach.
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