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Robert Bowman Location
Cheshire, CT, US
Robert Bowman Work
Founder and Managing Partner @ (September 2024 - Present)
Senior Partner and Managing Director | Private Wealth Advisor @ (December 2022 - September 2024)
Private Wealth Advisor @ (June 2021 - December 2022)
Investment and Planning Analyst @ (August 2017 - June 2021)
Registered Client Associate @ (February 2016 - August 2017)
Client Associate @ (August 2015 - February 2016)
Research Associate @ (February 2015 - August 2015)
Student Athlete @ (August 2010 - December 2014)
Robert Bowman Education
UNH Peter T. Paul College of Business and Economics
Bachelor's Degree (Entrepreneurial Venture Creation and Management)
2010-2014
Notre Dame High School - West Haven 2006-2010
Robert Bowman Skills
Certified Financial Planner
Comprehensive Planning
Customer Service
Data Analysis
Economics
Equities
Equity Research
Equity Trading
Finance
Investments
Leadership
Management
Microsoft Excel
Public Speaking
Research
Series 66
Series 7
Teamwork
Time Management
Wealth Management
Robert Bowman Summary
Robert Bowman, based in Cheshire, CT, US, is currently a Founder and Managing Partner at Centel Wealth Advisory. Robert Bowman brings experience from previous roles at Snowden Lane Partners. Robert Bowman holds a 2010 - 2014 Bachelor's Degree in Entrepreneurial Venture Creation and Management @ UNH Peter T. Paul College of Business and Economics. With a robust skill set that includes Certified Financial Planner, Comprehensive Planning, Customer Service, Data Analysis, Economics and more. Robert Bowman has 3 emails and 2 mobile phone numbers on RocketReach.
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