Robert Breslin Email & Phone Number
Wealth Manager @ CW Advisors
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Robert Breslin Location
- Boston, MA, US
Robert Breslin Work
- Wealth Manager @ (May 2022 - Present)
- Owner and Manager @ Prospect Street Properties (August 2012 - Present)
- Principle @ Financial Life Planning (January 2021 - April 2022)
- Vice President @ Financial Architects Partners (January 2017 - January 2021)
- Financial Advisor @ (June 2014 - January 2017)
- Vice President @ Santander Investments (July 2013 - June 2014)
- First VP, Assistant Manager Greater Boston @ Jones Trading Institutional Services (May 1994 - June 2013)
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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