Robert Bockel Email & Phone Number
Lead Strategist @ The Pinnacle Planning Group, LLC
5 free lookup(s).
Robert Bockel Location
- Chicago, IL, US
Robert Bockel Work
- 2014 - now Lead Strategist @
- 2013 - 2014 Wealth Strategies and Enhancement @ Pearre & Associates, Ltd.
- 2002 - 2013 Financial Services Professional @ MassMutual Financial Group
- 2000 - 2001 Equity Option Market Maker @ Bridgeport Securities
- 1998 - 2000 Equity Option Market Maker @ AOT USA, L.L.C
- 1994 - 2000 Instructor of Options trading @ International Trading Institute
- 1995 - 1998 Equity Options Market Maker @ Timber Hill, L.L.C
Robert Bockel Education
- University of Iowa
BS
1989 - 1994 - Marist High School 1985 - 1989
Robert Bockel Skills
- Financial Services
- Retirement Planning
- FINRA
- 401k
- Wealth Management
- Small Business
- Estate Planning
- Wealth
- Series 63
- Long Term Care Insurance
- Insurance
- Financial Planning
- Disability Insurance
- Investment Advisory
- Investment Strategies
- Wealth Management Services
- Whole Life Insurance
- Strategy
- Finance
- Strategic Communication
- Operational Optimization
- P&L Management
- Revenue Generation
- Business Development
- Executive Liaison/Planning
- Process Improvement
- Relationship Management
- Data Analysis/Insight
Robert Bockel Summary
- Robert Bockel, based in Chicago, IL, US, is currently a Lead Strategist at The Pinnacle Planning Group, LLC. Robert Bockel brings experience from previous roles at Pearre & Associates, Ltd., MassMutual Financial Group, Bridgeport Securities and AOT USA, L.L.C. Robert Bockel holds a 1989 - 1994 BS @ University of Iowa. With a robust skill set that includes Financial Services, Retirement Planning, FINRA, 401k, Wealth Management and more. Robert Bockel has 5 emails and 2 mobile phone numbers on RocketReach.
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