Robert East Email & Phone Number
MLWM Senior Market Executive, Managing Director @ Merrill Lynch
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Robert East Location
- San Francisco, CA, US
Robert East Work
- 2015 -now MLWM Senior Market Executive, Managing Director @
- 2010 -2015 Director @
- 2008 -2010 Director @
- 1997 -2007 Financial Advisor and Branch Manager @
Robert East Education
- Brown University
Bachelor's Degree
1992-1995
Robert East Skills
- Series 7
- Equities
- Mutual Funds
- I hold the following licenses: Series 3, 7, 9, 10, 63, 65 and Insurance License
- My expertise is in building custom portfolio's for individuals/companies
- Wealth Management
- Finance
- Time Management
- Fixed Income
- Portfolio Management
- Investments
- Asset Allocation
- Retirement Planning
- Alternative Investments
- Investment Advisory
- Securities
- Asset Management
- Accounting
- 65 And Insurance License
- Series 3
- Strategic Planning
- I Hold The Following Licenses
- Research
- I Hold The Following
Robert East Summary
- Robert East, based in San Francisco, CA, US, is currently a MLWM Senior Market Executive, Managing Director at Merrill Lynch Wealth Management. Robert East brings experience from previous roles at UBS, RBC Capital Markets and Smith Barney. Robert East holds a 1992 - 1995 Bachelor's Degree @ Brown University. With a robust skill set that includes Series 7, Equities, Mutual Funds, I hold the following licenses: Series 3, 7, 9, 10, 63, 65 and Insurance License, My expertise is in building custom portfolio's for individuals/companies and more. Robert East has 3 emails on RocketReach.
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