Robert Elwell Email & Phone Number
Senior Financial Advisor, Citadel Wealth Management @ Citadel Credit Union
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Robert Elwell Location
- Springfield, PA, US
Robert Elwell Work
- 2024 - now Senior Financial Advisor, Citadel Wealth Management @
- 2020 - 2025 Senior Financial Advisor, CUSO Financial Services, L.P. @
- 2018 - 2020 Financial Advisor @
- 2018 - 2018 Financial Consultant @
Robert Elwell Education
- Penn State University
Bachelor of Science - BS (Economics)
2014 - 2018 - Father Judge High School
High School Diploma (General)
2010 - 2014
Robert Elwell Skills
- Insurance Needs Analysis
- Asset Allocation Strategies
- Estate Planning Strategies
- Financial Planning
- Tax-efficient Investing Strategies
Robert Elwell Summary
- Robert Elwell, based in Springfield, PA, US, is currently a Senior Financial Advisor, Citadel Wealth Management at Citadel Credit Union. Robert Elwell brings experience from previous roles at Citadel Credit Union, Citizens Investment Services and AXA Advisors, LLC. Robert Elwell holds a 2014 - 2018 Bachelor of Science - BS in Economics @ Penn State University. With a robust skill set that includes Insurance Needs Analysis, Asset Allocation Strategies, Estate Planning Strategies, Financial Planning, Tax-efficient Investing Strategies and more. Robert Elwell has 5 emails and 6 mobile phone numbers on RocketReach.
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Top Citadel Credit Union Employees
Anand Solanki
CFO, Head of Product Management, Head of Analytics, Head of Strategy
Philadelphia, PA, US
Jonathan Georgopulos
Vice President of Brand and Buzz
Philadelphia, PA, US
Chris Palumbo
Chief Risk Officer (CRO)
Glen Allen, VA, US
Sheri Perkins
Chief Wealth Officer, Head of Wealth Management
West Chester, PA, US
John Shahin
Vice President of Strategic Growth Initiatives
New York, NY, US
Jennifer Iannotti
VP, IT Operations
Honey Brook, PA, US
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