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Robert Carvalho Location
Los Angeles, CA, US
Robert Carvalho Work
Divisional Vice President @ (May 2022 - Present)
Regional Vice President @ (June 2009 - April 2022)
Regional Marketing Director @ (February 2001 - May 2009)
Regional Director @ (September 1998 - December 2000)
Internal Wholesaler @ (March 1997 - August 1998)
Robert Carvalho Education
Cal State Fullerton
Bachelor of Arts (BA) (Political Science)
1988-1993
Robert Carvalho Skills
Mutual Funds
Retirement Planning
Fixed Annuities
Series 63
Retirement
Series 7
Variable Annuities
Series 6
Asset Allocation
Series 24
401k
FINRA
Separately Managed Accounts
401(k) Retirement Savings Plans
Investments
California Life and Health
Series 65
Customer Service
Microsoft Excel
Microsoft Office
Marketing Strategy
Marketing
401k Retirement Savings Plans
401 Retirement Savings Plans
Robert Carvalho Summary
Robert Carvalho, based in Los Angeles, CA, US, is currently a Divisional Vice President at Corebridge Financial. Robert Carvalho brings experience from previous roles at Prudential Financial, Lincoln Financial Distributors, ING-Aetna Financial Services and Pacific Life. Robert Carvalho holds a 1988 - 1993 Bachelor of Arts (BA) in Political Science @ Cal State Fullerton. With a robust skill set that includes Mutual Funds, Retirement Planning, Fixed Annuities, Series 63, Retirement and more. Robert Carvalho has 3 emails and 4 mobile phone numbers on RocketReach.
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