Robert Bowman Email & Phone Number
Senior Vice President @ Janney Montgomery Scott LLC
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Robert Bowman Location
- Philadelphia, PA, US
Robert Bowman Work
- 2020 -now Senior Vice President @
- 2018 -2020 Managing Director Business Development @ BNY Mellon Wealth Management
- 2017 -2018 Managing Director @ National Securities
- 2014 -2017 Partner and Managing Director @
- 1983 -2014 Managing Director @
- 1983 -1983 Commodities Trader @ Woodward and Dickerson
- 1981 -1983 Account Representative @ Xerox Corporation
Robert Bowman Education
- Saint Joseph's University
BS (Marketing Management)
Robert Bowman Skills
- Wealth Preservation Planning
- Private Wealth Management
- High-Net-Worth Individuals (HNWI)
- Wealth Preservation
- New Business Development
- Family Wealth Management
- Alternative Investments
- Asset Management
- Business Development
- ETFs
- Cash Management
- FINRA
- Equities
- Finance
- Financial Services
- Fixed Income
- Hedge Funds
- Investment Advisory
- Investment Strategies
- Investments
- Leadership
- Management
- Portfolio Management
- Retirement
- Retirement Planning
- Sales
- Securities
- Series 24
- Series 63
- Series 7
- Strategy
- Strategic Financial Planning
- Uniform Combined State Law
- Wealth Management
- Asset Allocation
- Mutual Funds
- Financial Planning
- Securities Regulation
- Trading
- Derivatives
- Strategic Planning
- Project Management
- PowerPoint
- R
- Social Media
- Public Speaking
- Economics
- Comprehensive Planning
- Windows
- Event Planning
- Start Ups
- Data Analysis
- Communication
- English
- Series 66
- HTML
- Equity Research
- Microsoft Office
- Microsoft Access
- Microsoft Word
- Microsoft Excel
- Social Networking
- Marketing
- Time Management
- Certified Financial Planner
- Customer Service
- Social Media Marketing
- Teamwork
- Research
- Analysis
- Makerware
- Equity Trading
Robert Bowman Summary
- Robert Bowman, based in Philadelphia, PA, US, is currently a Senior Vice President at Janney Montgomery Scott LLC. Robert Bowman brings experience from previous roles at BNY Mellon Wealth Management, National Securities, Snowden Lane Partners and Merrill Lynch. Robert Bowman holds a BS in Marketing Management @ Saint Joseph's University. With a robust skill set that includes Wealth Preservation Planning, Private Wealth Management, High-Net-Worth Individuals (HNWI), Wealth Preservation, New Business Development and more. Robert Bowman has 3 emails and 1 mobile phone numbers on RocketReach.
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