Robert C Diaz Email & Phone Number
Branch Optimization Leader @ Edward Jones
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Robert C Diaz Location
- New York, NY, US
Robert C Diaz Work
- Branch Optimization Leader @ (January 2024 - Present)
- Financial Advisor @ (July 2000 - Present)
Robert C Diaz Education
- Manhattan University
Bachelors of Science in Electrical Engineering (Electrical Engineering)
Robert C Diaz Skills
- Asset Allocation
- CFP®
- Distribution Strategies
- Estate Considerations
- Financial Advisor
- Financial Assessment
- Investment Strategies
- Leadership
- Portfolio Strategies
- Public Speaking
- Retirement Planning
- Small Business
- Social Media
- Strategic Planning
- Team Building
- CFP
- Wealth Transfer
Robert C Diaz Summary
- Robert C Diaz, based in New York, NY, US, is currently a Branch Optimization Leader at Edward Jones. Robert C Diaz brings experience from previous roles at Edward Jones. Robert C Diaz holds a Bachelors of Science in Electrical Engineering in Electrical Engineering @ Manhattan University. With a robust skill set that includes Asset Allocation, CFP®, Distribution Strategies, Estate Considerations, Financial Advisor and more. Robert C Diaz has 4 emails and 2 mobile phone numbers on RocketReach.
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