Robert Everitt's Location
Quakertown, PA, US
Robert Everitt's Work
- Director of Operations @ Capital Planning Wealth Management
- Financial Representative @ Primerica
Robert Everitt's Education
- Kutztown University
Bachelor Of Science (Economics, Finance)
1994 - 1999 - Quakertown High School1990 - 1994
Robert Everitt's Skills
- Strategic Financial Planning
- Wealth Management
- Investments
- Retirement
- Finance
- Customer Service
- Financial Analysis
- Fixed Annuities
- Portfolio Management
- Process Improvement
Robert Everitt's Summary
Robert Everitt, based in Quakertown, PA, US, is currently a Director of Operations at Capital Planning Wealth Management, bringing experience from previous roles at Primerica. Robert Everitt holds a 1994 - 1999 Bachelor Of Science in Economics, Finance @ Kutztown University. With a robust skill set that includes Strategic Financial Planning, Wealth Management, Investments, Retirement, Finance and more, Robert Everitt contributes valuable insights to the industry. Robert Everitt has 2 emails on RocketReach.
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