Robert Breslin Email & Phone Number
Wealth Manager @ CW Advisors
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Robert Breslin Location
- Boston, MA, US
Robert Breslin Work
- 2022 -now Wealth Manager @
- 2012 -now Owner and Manager @ Prospect Street Properties
- 2021 -2022 Principle @ Financial Life Planning
- 2017 -2021 Vice President @ Financial Architects Partners
- 2014 -2017 Financial Advisor @
- 2013 -2014 Vice President @ Santander Investments
- 1994 -2013 First VP, Assistant Manager Greater Boston @ Jones Trading Institutional Services
Robert Breslin Education
- Saint Lawrence University
Bachelor of Arts (B.A.) (Goverment)
- Boston University
Certificate in Financial Planning (Financial Planning)
Robert Breslin Skills
- Series 7
- Portfolio Management
- Investments
- Sales
- Asset Management
- Trading
- Business Development
- Relationship Management
- Sales Management
- Investment Management
- Wealth Management
- Equity Trading
- Series 24
- Certified Financial Planner
- Insurance
Robert Breslin Summary
- Robert Breslin, based in Boston, MA, US, is currently a Wealth Manager at CW Advisors. Robert Breslin brings experience from previous roles at Prospect Street Properties, Financial Life Planning, Financial Architects Partners and Sorrento Pacific Financial, LLC. Robert Breslin holds a Bachelor of Arts (B.A.) in Goverment @ Saint Lawrence University. With a robust skill set that includes Series 7, Portfolio Management, Investments, Sales, Asset Management and more. Robert Breslin has 2 emails on RocketReach.
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