Robert Castella Email & Phone Number
Senior Paraplanner and Investment Assistant @ Kraner LLC
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Robert Castella Location
- New York, NY, US
Robert Castella Work
- Senior Paraplanner and Investment Assistant @ (January 2025 - Present)
- Client Service Advocate @ (February 2022 - Present)
- Financial Consultant @ (January 2021 - November 2021)
- Senior Program Manager @ (February 2020 - October 2020)
- Program Manager @ (March 2018 - February 2020)
Robert Castella Education
- Coastal Carolina University
Bachelor of Science - BS (Recreation and Sport Management)
2012-2017
Robert Castella Skills
- Adobe Photoshop
- Customer Relationship Management (CRM)
- Estate Planning Strategies
- Financial Education
- Marketing Strategy
- Microsoft Office
- Retirement Planning
- Social Media
- Tax Planning Strategies
- Wealth Management Services
Robert Castella Summary
- Robert Castella, based in New York, NY, US, is currently a Senior Paraplanner and Investment Assistant at Kraner, LLC.. Robert Castella brings experience from previous roles at Kraner, LLC., Equitable Advisors and HealthSTAR Communications. Robert Castella holds a 2012 - 2017 Bachelor of Science - BS in Recreation and Sport Management @ Coastal Carolina University. With a robust skill set that includes Adobe Photoshop, Customer Relationship Management (CRM), Estate Planning Strategies, Financial Education, Marketing Strategy and more. Robert Castella has 1 emails and 1 mobile phone numbers on RocketReach.
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