Vice President Private Banker @ (July 2016 - November 2017)
VP, Wealth Management Banker @ (June 2010 - July 2016)
Premier Client Manager @ HSBC Premier (October 2009 - June 2010)
Senior Financial Specialist @ (January 2006 - October 2009)
Intern assistant to Financial Advisor @ (May 2005 - August 2005)
Robert Burd Education
Montclair State University
Bachelors (Marketing, Finance)
2002-2006
Robert Burd Skills
Banking
CRM
Credit
Customer Relationship Management (CRM)
Finance
Financial Services
Investments
Loans
Management
Mortgage Lending
Sales
Series 7
Wealth Management
Customer Relationship Management Crm
PowerPoint
Research
Financial Analysis
Customer Relationship Management
Robert Burd Summary
Robert Burd, based in Paramus, NJ, US, is currently a Private Mortgage Banker at U.S. Bank. Robert Burd brings experience from previous roles at Bank of America, Wells Fargo, Bank of America Merrill Lynch and HSBC Premier. Robert Burd holds a 2002 - 2006 Bachelors in Marketing, Finance @ Montclair State University. With a robust skill set that includes Banking, CRM, Credit, Customer Relationship Management (CRM), Finance and more. Robert Burd has 5 emails and 2 mobile phone numbers on RocketReach.
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