Robert Connell Email & Phone Number
CEO
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Robert Connell Location
- Morrisville, PA, US
Robert Connell Work
- CEO @ Apex Financial Advisors, Inc. (January 2010 - Present)
- Senior Vice President @ (January 1980 - January 2009)
Robert Connell Education
- Penn State University
B.S. (Aerospace Engineering)
- Penn State University
Masters Program (Aerospace Engineering)
Robert Connell Skills
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- 144, 10b5-1, and Options Strategies
- Alternative Investments
- Business Development
- Comprehensive Financial Planning
- Discretionary Investment Management
- Divorce Planning and Evaluations
- ETF and Index Fund Management
- Estate Planning
- Estate Tax Reduction and Planning
- Family Office Services
- Financial Goals
- Generational Asset Transfers
- Hedge Funds
- Investment Advisory
- Investment Compliance
- Investment Strategies
- Mergers & Acquisitions
- Mergers and Acquisitions
- Mutual Funds
- Portfolio Management
- Retirement Income Management
- Retirement Planning
- Special Needs Planning
- Strategic Planning
- Tax Advice & Planning
- Wealth Management
Robert Connell Summary
- Robert Connell, based in Morrisville, PA, US, is currently a CEO at Apex Financial Advisors, Inc.. Robert Connell brings experience from previous roles at Morgan Stanley Smith Barney. Robert Connell holds a B.S. in Aerospace Engineering @ Penn State University. With a robust skill set that includes --, ------, -------, ---------, ------------------------------------------------------------ and more. Robert Connell has 1 emails on RocketReach.
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